Dr. Robert J. Herman Orthodontic Treatment

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    Profile ID: 104213




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    Follow Up Regarding tax credit 
    Notes | 2018-02-12 | charles.b | #117992 |

    Please make sure my site is elig for this credit.

    THANKS


    Leave a Comment:




    Follow Up regarding youtube videos 
    Notes | 2018-02-08 | charles.b | #117811 |

    Good morning Charles,

    https://www.youtube.com/my_videos?o=U

    Here is the link to the 15 videos I’ve uploaded to YouTube. Once you click on the actual video the “description” will have the tab title (from our website) it goes under and the subtitle it directly goes under. I’ve also attached a word doc that shows a list of the 15 videos. It’s spelled out as to which video goes under which title on our website. Hopefully this makes it very streamline for you to know which video goes under which title and subtitle.

    There is a few side notes my help did in the attachment (in green) those are mainly for us to think about.

    ___________
    Response:

    Thank you Rachel!

    The youtube link in your other email works and the instructions are clear 🙂

    I should be done applying this videos within 1-3 business days.


    Leave a Comment:




    Add Videos closed
    Task: Website | 2018-02-08 | charles.b | #117808 |

    Instructions on video placement attached in document (Disregard text highlighted in green).

    Youtube account to pull videos from:
    https://www.youtube.com/channel/UC7haM1R2RLgFMT4bLcPRTlA

    Instructions-for-Videos-to-be-added-to-New-website
    2018-02-15 | charles.b
    Its fine, everything highlighted in green was between the doctor and staff for them to consider to add later themselves
    2018-02-15 | charles.b
    Its fine, everything highlighted in green was between the doctor and staff for them to consider to add later themselves
    2018-02-14 | catherine.c
    Charles - there were questions from doctor in document. Please let him know all videos are added.
    2018-02-09 | developerdeepak
    Done

    Leave a Comment:




    Follow Up regarding acquiring registrar login creds 
    Notes | 2018-02-07 | charles.b | #117765 |

    Charles,

    I’ve contacted Televox and was told they don’t “give out credentials” because it would give access to all their enom accounts. However, they send an email with an activation link/code that gives you access to be able to unlock the site and take it over. Foreign language to me 😊 But I’m sure you are probably familiar with this? Our Televox account #275396 and phone is 855-274-9080 in case you need to reach out to the company to get better clarification.

    She did tell me she sent a notice to initiate our cancellation request and for that unlock code/link that someone would be contacting me within 24 hours.


    2018-02-07 | charles.b
    So plan of action?: Have televox update A record to ours, then initiate domain name transfer so that site is up and visible during transfer period - Make sure that their emails will stay intact - they are using office 365 (consult with Belinda on whether this service is hosted with enom and whether dr herman has to continue paying for hosting OR if office 365 can be transferred over as well)

    Leave a Comment:




    Follow Up sent 
    Notes | 2018-02-06 | charles.b | #117615 |

    Hello Rachel, Kristen and Dr. Herman,

    Regarding the list of edits from the previous email:

    Pending Items:

    1. Rachel will be taking and sending updated office images- Yes, RC to complete

    3. I will be adding more Testimonials to the testimonials page- Charles – should be done within 1-3 business days

    4. You will be finding images to input for each condition under “Orthodontic Conditions” (under patient info)- RC delegated to Chelsea

    5. Providing videos for Emergency Info tab (under patient info)- RC delegated to Chelsea

    – Also regarding the Dolphin Aquarium videos to include on the new website; If you can upload those to youtube, provide me with the links and let me know where you would like me to place the videos – I’ll be happy to do so asap.

    Completed Items

    2. You will be sending in revised text for “Practice History”- Completed

    6. Providing me a list regarding the order you would like the procedures to be listed under “Treatment Info”- Completed

    7. I will update information for acceldent aura page- Completed

    8. You will be providing updated Invisalign logos and verbiage for the several Invisalign pages- RC emailed Charles zip file of updated 2018 Platinum Invisalign logo – Completed

    9. Sending in pictures of winners for “Scholarship Info” (under fun stuff). – Completed

    10. You were considering renaming the Patient Login tab and would let me know your decision on this- Completed

    11. I will add the rewards card icon/link into the header of your homepage- Completed

    12. I will update the feed for Latest news section on home page to reflect the most recently posted blog articles- Completed

    13. You will schedule a call sometime next week for me to briefly show Kristin and Breanna how to edit content and post blogs using the wordpress dashboard- Completed

    Regarding going Live:

    I can see through public records that your domain name is hosted through enom.com. If you can please provide me with the login credentials for this account, I can proceed with making the website live by updating certain settings within the account, once I get confirmation from your end to do so.

    I also wanted to ask how many email accounts you have associated with the domain name? If we transfer the domain to our godaddy account, this would sever the connection for your current emails, leaving you unable to access them (you would have to back up your emails onto your desktop so that you would be able to access older emails should you need to reference them) but we could recreate these email accounts in our godaddy account, but again, you just wouldn’t be able to actively access your older emails in these new accounts if we do this. (Also, I’m assuming the email was set up in the enom account. Please let me know if there is another email setup that you are utilizing)

    So the options are:

    1. You can leave your hosting and emails as is that way there is no interruption in email service (but we wouldn’t be able to manage any email troubleshooting)

    2. Transfer the domain name to our account, severing the email account connection and creating new email accounts (1st email is free of charge, each additional email after 1 is $5 per account)

    3. If you’re a fan of gmail, g suite offers an intuitive email service through g suite – they essentially charge the same ($5 per account) but you have access to sharing files through their cloud-based service, google drive, which is very convenient as well as using their interface and other products included. Here is the link to g suite if you were interested in this option.

    I look forward to your response. Glad we’re almost there!


    2018-02-06 | charles.b
    Response to Dr. Herman:
    Hello Dr. Herman,
    Regarding the login credentials for the registrar account, yes if televox were the ones that purchased the domain for you and had set everything up, they should have the login for the enom account login credentials.
    I will get back to you regarding the email setup, but I think it should be fine if it is through Office 365
    2018-02-06 | charles.b
    Response from Dr. Herman:
    Rachel- were the Aquarium videos uploaded to you tube? If not- Dolphin can direct how to do that. Then we can get the links to Charles…
    Charles- I am not familier with enom… Must be something televox did. Do we contact them to get the detail?
    Our email is handled through office 365.

    Leave a Comment:




    Site edits closed
    Task: Website | 2018-02-06 | charles.b | #117612 |

    1. Add more testimonials to the testimonials page from this link: https://goo.gl/Jsg39z
    2. Add attached image to Scholarship info page (info is file title)


    2018-02-20 | developerdeepak
    Added 15 more reviews.
    2018-02-19 | charles.b
    https://www.google.com/maps/place/Dr.+Robert+J.+Herman+Orthodontic+Treatment+for+Children+%26+Adults/@36.0708461,-95.9259557,21z/data=!4m7!3m6!1s0x0:0x6300d42579fec70!8m2!3d36.0691792!4d-95.920306!9m1!1b1
    2018-02-19 | developerdeepak
    Feedback is not loading on this link https://goo.gl/Jsg39z server giving error.
    2018-02-16 | charles.b
    Sorry Deepak, can you add 15 more reviews, then that should be fine.
    also adding a divi button that reads "Google Reviews" then link it to this URL:
    https://www.google.com/maps/place/Dr.+Robert+J.+Herman+Orthodontic+Treatment+for+Children+%26+Adults/@36.0691792,-95.920306,15z/data=!4m2!3m1!1s0x0:0x6300d42579fec70?sa=X&ved=0ahUKEwiTjqCDmavZAhUGllQKHT6vBHkQ_BIIiQEwCg
    2018-02-16 | developerdeepak
    as discussed with Charles i have added 20 feedback.
    2018-02-14 | catherine.c
    #1 - add 50 more reviews

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    Follow Up from Kristen 
    Notes | 2018-02-06 | charles.b | #117607 |

    Kristen is double checking what it is that Dr. Herman wanted for the blog – I asked if the current set up was fine – and she believes so, but will double check with Dr. Herman and get back to me

    – I let her know that I will look over the email that I had sent to Dr. Herman and and Rachel regarding the list of edits we had gone over – double check it and cc her in my response as to what remains

    – Kristen will let Dr. Herman know the updates we had gone over and they will decide/ confirm with me when to go live with the site.


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    Follow Up + Give a Follow Up Call 
    Notes | 2018-02-02 | charles.b | #117464 |

    Follow Up call with one of the contacts from the last string of emails as I am not sure what Dr. Herman now wants for the blogs – Does he want the feed on the site im developing to pull form an external source: drhermanbracesnews.com – Need to check if this is possible – Or does he want us/or his staff to migrate the content from this source onto the new site?
    ___________________

    Good morning,

    Do we need to do anything on our end to get the blog postings to appear on the current website such as the one we just posted when you were speaking with myself and Brea?

    Thank you,

    Kristen Cooper

    _______________

    Lets post to the existing drhermanbracesnews.com site primarily because it feeds: facebook, the website, the waiting room signage etc. This will prevent duplication of efforts.

    Charles- please pull the RSS feed from the exiting drhermanbracesnews.com wordpress site.

    THANKS!!!


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    Follow Up 
    Notes | 2018-01-30 | charles.b | #117135 |

    Hi Charles,

    We have the ‘Dolphin Aquarium’ (orthodontic software) videos downloaded to our server to be placed under certain tabs on the new site.

    What’s the best way to proceed getting these to you? Upload to a YouTube account? I also have a word document explaining which video (by title) goes with which tab on the website.
    ________
    Hello Rachel,

    Thank you for the update!

    Yes uploading them to youtube would be best and providing me the links to the videos in your response. (I can pull the embed codes directly from the video links)


    Leave a Comment:




    SPOke with Kristen and Gave instructions on how to post new blogs 
    Notes | 2018-01-23 | charles.b | #116728 |

    Told them that new blogs would go straight to social media once posted – but confirmed with belinda that there is an issue with the plugin in that you would have to manually uncheck posting to social media for ALL new blogs – regardless of whether they were blogs or not.


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    Follow Up + Login Credentials Provided 
    Notes | 2018-01-22 | charles.b | #116635 |

    Good morning Kristen,

    I just wanted to confirm that I received your scheduled call tomorrow at 9am PST.

    I also wanted to provide you with the login credentials for the dashboard of the wordpress site, so that you can follow along during the brief tutorial tomorrow if you’d like.

    Login Link (Also located in footer of the page “Login”)
    http://robertherman.360sites.net/wp-login.php

    Username: drherman

    Password:
    k@fa0yw701!cTVy1nvZ^j)84

    I look forward to speaking with you tomorrow!


    Leave a Comment:




    Website Edits closed
    Task: Website | 2018-01-19 | charles.b | #116580 |

    1. Please adjust latest news section to show, as well as, update with the latest blogs that have been published.

    2. Update logo association “invisialign 2017 top 1% provider” with attachment. Please don’t forget to link to current link

     

    2018_platinum provider_Invisalign
    2018-01-23 | charles.b
    Thank you - Closing task
    2018-01-22 | developerrhythm
    Charles, previously it was "Articles". Anyway, I've updated the homepage news section category to "Blog". So if you want to show any post there add that post to this category.
    2018-01-22 | charles.b
    Hello Rythm.For Item #1 I tried posting a test blog and it isn't showing up within the "Latest News" section on the homepage - please adjust so that all new blog posts published automatically show up in the "latest news" section.

    Leave a Comment:




    Site Edits closed
    Task: Website | 2018-01-19 | charles.b | #116502 |

    1. Office > Practice History: Change practice history content to: Our practice has a very long and celebrated history of service to Northeastern Oklahoma. Dr. James S. Torchia started the practice in 1959 and has been in constant service to the people of Green Country ever since. Dr. Torchia started with a single office in Tulsa in the days when every tooth was banded and most appointments lasted 3 hours or more. Over the years, Dr. Torchia practiced in Claremore, Henryetta, Pryor and Vinita in addition to maintaining an office in Tulsa.

    Dr. Herman began working with Dr. Torchia in 2006, and in summer 2008, he became the principle orthodontist as Dr. Torchia retired. Today-our practice has offices in Tulsa, Henryetta, Pryor, Bartlesville and Vinita. We have been blessed with many WONDERFUL patients over nearly 60 years and are positioned to continue our legacy of creating Amazing Smiles and delivering Superior Care.

    2. Update the order of listed services under “Treatment Info” to the same order as below – This can be done by adjusting the publish ‘date’ or time of each post.

    Types of Braces

    Invisalign: An Alternative To Metal Braces

    Invisalign Teen: A Clear Orthodontic Solution

    Early Treatment

    Children Orthodontics

    Adolescent Treatment

    Adult Treatment

    Adult Orthodontics

    ACCELERATED TREATMENT with Acceledent Optima

    Orthognathic Surgery

    Retention

    VIVERA Retainers (new link with details from Invisalign Site about Vivera)

    Invisalign FAQ

     

    3. Add attached images in the order of most recent to oldest year – use the 1/3 1/3 1/3 divi layout. Add the “name” and “year” as text beneath each image (like you did for the team photos) – also be sure to add flyer attachemnts at bottom of page as well


    2018-01-23 | charles.b
    edits confirmed - closing task
    2018-01-23 | developerdeepak
    Done
    2018-01-22 | charles.b
    Hello Deepak - Sorry, they will go in the "Scholarship Info" under "Fun Struff
    2018-01-22 | developerdeepak
    #3 please confirm where i need to add these images.

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    Follow Up + Edit Requests 
    Notes | 2018-01-19 | charles.b | #116498 |

    *** reference email from dr herman for links:

    Awesome Charles. Thanks. Here is “my” part. Rachel and I will be out next week but will delegate someone to make sure we continue working on our list.

    THANKS

    Practice History

    Our practice has a very long and celebrated history of service to Northeastern Oklahoma. Dr. James S. Torchia started the practice in 1959 and has been in constant service to the people of Green Country ever since. Dr. Torchia started with a single office in Tulsa in the days when every tooth was banded and most appointments lasted 3 hours or more. Over the years, Dr. Torchia practiced in Claremore, Henryetta, Pryor and Vinita in addition to maintaining an office in Tulsa.

    Dr. Herman began working with Dr. Torchia in 2006, and in summer 2008, he became the principle orthodontist as Dr. Torchia retired. Today-our practice has offices in Tulsa, Henryetta, Pryor, Bartlesville and Vinita. We have been blessed with many WONDERFUL patients over nearly 60 years and are positioned to continue our legacy of creating Amazing Smiles and delivering Superior Care.


    2018-01-19 | charles.b
    Hello Dr. Herman, Thank you for that information! I'll work on implementing these change as soon as possible! Thank you, Charles

    Leave a Comment:




    Add attached image into header closed
    Task: Website | 2018-01-18 | charles.b | #116422 |

    Add attached image into header to the right of “Visit one of our several locations” you can make the black background area a little larger if you need to do so to better fit image.

    link image to: https://dr-robert-herman.patientrewardshub.com/


    2018-01-19 | charles.b
    looks good! - closing task

    Leave a Comment:




    Follow Up 
    Notes | 2018-01-18 | charles.b | #116418 |

    Hello Rachel and Dr. Herman,

    Thank you for all of the information earlier today. I appreciate the feedback and am really glad you like the website!

    Here is a list of the items we had gone over:

    Items I have addressed:
    1. Replace the group photo on meet the team page
    2. Remove summer and Chelse from this page
    3. Remove “Games” tab
    4. Adding “Hub” to Patient Rewards tab
    5. Adding Loan Hero as well as Loan Hero application to Financial Info page
    6. Deleted Amazing Smiles tab (Old Video Testimonials)
    7. Changed “Common Problems” (under patient info tab) to Orthodontic Conditions.

    Pending Items:
    1. Rachel will be taking and sending updated office images
    2. You will be sending in revised text for “Practice History”
    3. I will be adding more Testimonials to the testimonials page
    4. You will be finding images to input for each condition under “Orthodontic Conditions” (under patient info)
    5. Providing videos for Emergency Info tab (under patient info)
    6. Providing me a list regarding the order you would like the procedures to be listed under “Treatment Info”
    7. I will update information for acceldent aura page
    8. You will be providing updated Invisalign logos and verbiage for the several Invisalign pages
    9. Sending in pictures of winners for “Scholarship Info” (under fun stuff).
    10. You were considering renaming the Patient Login tab and would let me know your decision on this
    11. I will add the rewards card icon/link into the header of your homepage
    12. I will update the feed for Latest news section on home page to reflect the most recently posted blog articles
    13. You will schedule a call sometime next week for me to briefly show Kristin and Breanna how to edit content and post blogs using the wordpress dashboard

    If you had any other questions or additions please don’t hesitate to contact me!


    Leave a Comment:




    Scheduled Call Thurs 1/18 10:30 am PST 
    Notes | 2018-01-15 | charles.b | #115537 |

    2018-01-18 | charles.b
    Called - left message

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    Follow Up 
    Notes | 2018-01-15 | charles.b | #115535 |

    Received 1/10

    Hi Charles,

    I scheduled a call on Thurs 1/18/18 at 12:30pm (Central time). I see notes on the schedule alert that times are in Pacific time, however I choose central time on the drop down menu. I hope the 12:30pm option is indeed central time, as that is on our lunch break and only time we have available.

    Please confirm.

    Website is looking great!! We want to utilize this call to go over each tab/drop down menu and it’s contents.

    Thank you!

    Response:
    _____
    Hello Rachel,

    I just wanted to confirm that I do have you down for 10:30 am PST (12:30 pm CT) on Thursday 1/18.

    Look forward to speaking with you then and getting the site closer to going live!


    Leave a Comment:




    Make Navigation Bar full width closed
    Task: Website | 2018-01-11 | charles.b | #114969 |

    Munne Items not fitting – Make Navigation Bar full width


    Leave a Comment:




    Please Add Google Tracking Codes closed
    Task: Website | 2018-01-11 | charles.b | #114956 |

    Codes attached in text file.

    Google Analytics Codes for Robert Herman Site

    Google Analytics Codes for Robert Herman Site

    Leave a Comment:




    Foillow up 
    Notes | 2018-01-09 | charles.b | #114540 |

    Charles,

    Thanks! I have taken a peek and will get some more detailed notes to you soon. Also, I wanted to connect you with Jennifer (cc’ed) at W Promote. She handles my google advertising campaign and I understand there are some specific trackers etc she wanted to make sure I included in my new site. So- virtual introductions 😊


    2018-01-09 | charles.b
    Hello Dr. Herman, Thank you for the follow-up - I'll keep an eye out for your email! Hello Jennifer, Pleased to meet you! If you'd like, you can go ahead and include the tracking codes in your response, as well as brief instructions on where they should be placed. I look forward to working with you! Thank you, Charles

    Leave a Comment:




    Foillow up 
    Notes | 2018-01-09 | charles.b | #114538 |

    Charles,

    Thanks! I have taken a peek and will get some more detailed notes to you soon. Also, I wanted to connect you with Jennifer (cc’ed) at W Promote. She handles my google advertising campaign and I understand there are some specific trackers etc she wanted to make sure I included in my new site. So- virtual introductions 😊


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2018-01-08 | charles.b | #114142 |

    Hello Rachel and Dr. Herman,

    Your website is ready for your review and to further customize.

    This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have.

    Temporary URL: http://robertherman.360sites.net

    If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.

    Schedule a Call: https://calendly.com/optimized360/calls

    Thank you!

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    Site Edits + Optimize Site closed
    Task: Website | 2018-01-05 | charles.b | #113891 |

    1. Add text in black navigation area “Visit One of Our Several Locations” link this text to the Contact page.

    2. Make main navigation text a little thicker – right now it is a little too thin and hard to read when on mobile.

     

    3. Site Speed too slow. Right now Mobile speed is 21 and Desktop is 20 – Please optimize to make it faster.


    2018-01-08 | charles.b
    edits confirmed closing task - speed now: M 40 DT 38

    Leave a Comment:




    Edit Notes 
    Notes | 2018-01-05 | charles.b | #113889 |

    Belinda:

    – do they have a main location?
    – when initially viewing the site, we don’t advertise that they have multiple locations. This is something that sets their business apart! the nav bars have some space to place it on there
    – are we not doing a slider? – **No
    – main menu: fonts are too thin
    – menu; office; contact us — there’s one on main already – **Menu Items reflect their original menu structure
    – consolidate maps and contact pages? redundant and one might not be updated at later time
    – inner page logo- shouuld be centered – **this will cover the faces of the inner page image.
    – original order note said to setup blog — since it’s important maybe should be on main menu – ** Blog structure set up – blog feed is first section under Hero image
    – services: missing a lot of featured images – **Addressed
    – contact: form needs location dropdown **Dev tasked to create request appointment form for another page – will add this form to Contact us once finished


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    Link Association Logos closed
    Task: Website | 2018-01-04 | charles.b | #113754 |

    1. Invisalign Teen: https://www.invisalign.com/braces-for-adults-and-teens/teens
    2. Accel Dent: http://acceledent.com/home/

    3. 2017 top 1% provider: https://www.invisalign.com/find-a-doctor?zip=74136&searchType=adult
    4. Invisalign: https://www.invisalign.com/?gclid=EAIaIQobChMItP-Eupe_2AIVj6DsCh3EMgmrEAAYASAAEgJV-PD_BwE


    2018-01-08 | charles.b
    Updates made by Charles - Closing task
    2018-01-08 | charles.b
    Update on this task?

    Leave a Comment:




    Recreate Form in Jotform closed
    Task: Website | 2018-01-04 | charles.b | #113748 |

    Recreate this form in Jotform ** doesnt have to be the same color – follow the format of the form on contact us page: http://www.drhermanbraces.com/office-info/request-an-appointment.aspx

    name the form – drhermanbraces.com – Request an Appointment

    Create a new page titled “Request An Appointment” and embed the form code here.


    2018-01-08 | catherine.c
    http://robertherman.360sites.net/request-an-appointment/
    2018-01-08 | developershafiq
    Kindly Review
    2018-01-08 | charles.b
    Update on this task Shafiq?

    Leave a Comment:




    Multiple Locations map Created in optizign8 
    Notes | 2018-01-04 | charles.b | #113745 |

    Couldn’t pull original map from their current website, had to recreate it. Recreated in Optizign8 account.

    Resource on how to do so:
    https://www.create.net/support/how-to-pin-point-multiple-locations-on-google-maps


    Leave a Comment:




    Multiple Locations map Created in optizign8 
    Notes | 2018-01-04 | charles.b | #113744 |

    Couldn’t pull original map from their current website, had to recreate it. Recreated in Optizign8 account.

    Resource on how to do so:
    https://www.create.net/support/how-to-pin-point-multiple-locations-on-google-maps


    Leave a Comment:




    edit staff page closed
    Task: Website | 2018-01-03 | Catherine C. | #113598 |

    On this page: http://robertherman.360sites.net/meet-the-team/

    Some staff photos are taller. Please make all photos the same height.

    Rearrange staff photos and names in ABC order.


    2018-01-05 | charles.b
    edits confirmed - closing task
    2018-01-04 | developerdeepak
    I have given each label name. Also i have checked all photos & names are in ABC order.
    2018-01-04 | catherine.c
    Please add an admin label to each module in divi builder. Review the names - some photos & names are still not in ABC order.

    Leave a Comment:




    Follow Up sent 
    Notes | 2017-12-28 | charles.b | #112714 |

    Hello Rachel and Dr. Herman,

    I hope you had a wonderful Christmas Holiday!

    I just wanted to give you an update on the development stage;

    I’m still working on fine tuning/organizing the content for your site which is taking a little longer than expected. But I will have the website ready for your review mid next week!

    Happy New Year!

    Thank you,
    Charles


    2018-01-02 | charles.b
    Response from Rachel 12/29/17
    Great, thank you for the update, Charles. Happy New Year to you!

    Leave a Comment:




    Website Edits closed
    Task: Website | 2017-12-26 | charles.b | #112052 |

    – Please copy the website menu structure and ALL content within – format content as clsoely as possible to original format – If there are images or videos you cant pull from their current site, please let me know and Ill see if I can get them.

    – Here is a link to the updated staff photos. PUse these instead of the old images:
    https://www.dropbox.com/sh/y63780k5eyvkybp/AABRZbFRV6asrZkughJFfLGja?dl=0

    – For Testimonials page, use divi builder and insert reviews in different modules

    -Ive already added pages “Amazing Smiles”, “Games”, “Financial Info”nand “emergency info”
    For games page – add 4 row modules to format the layout like it is on the original page

    – I started the FAQ page – it s the ‘toggle’ module youll have to add for each question, please follow this example on how to add the rest of the “toggle” menu items.


    2018-01-08 | charles.b
    edits confirmed - closing task
    2018-01-04 | catherine.c
    2. Change top menu title "Services" to "Treatment Info"
    Add a photo to services with missing featured images
    2018-01-03 | catherine.c
    http://www.drhermanbraces.com/
    1. Top menu should match exactly like old site.
    2. Services should be Treatment Info - copy all content from old site, create each post. delete all current posts.
    3. Remove About Orthodontics from top menu.
    4. Copy over fun stuff and all of the submenu contents.
    2017-12-28 | charles.b
    Please add Menu Items and Sub menu items for "Office Info" as well
    2017-12-28 | charles.b
    Deepak, "Patient Info" still missing some sub menu items - "Brushing and Flossing", "Common Problems" and "Blog" please add pages with their content and add as sub menu items under Patient Info

    Leave a Comment:




    PSD to WP: Robert Herman closed
    Design Task: Development | 2017-12-18 | charles.b | #110753 |

    URL: robertherman.360sites.net

    Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed.

    Include hover effects in appropriate areas and link all buttons/links to related pages.

    Below are specific instructions:

    • Clients current site http://www.drhermanbraces.com/ – you can use the blog page in addition to the articles included on the ome page to begin populating the “Latest News” section.
    • For latest news section – Make this section so that the most recent articles published on the Blog page populate this section chronologically. – have “View All”
    button link to the Blog page
    • Make Meet the Doctor and Testimonials section paralax
    • Please link association logos and available Social Media
    • Please add effects throughout website
    • Integrate video form their current site (home page) into the “Welcome to the practice…” section
    Charles B.
    charles.b@optimized360.com


    2018-01-08 | charles.b
    thank you - closing task

    Leave a Comment:




    Email: Design Approval 
    Design | 2017-12-18 | charles.b | #110752 |

    Hello Rachel and Dr. Herman,

    Your design has been approved!

    Approved concept URL:
    https://360controlpanel.com/wp-content/uploads/2017/12/Robert-Herman-draft-II.jpg
    If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you’d like to mention onto the site. You’ll get more opportunities to review the site and make additional changes as well.

    Thank you,
    Charles


    2017-12-26 | charles.b
    Client Response 12/22
    Great! Thank you!

    Leave a Comment:




    Confirmation to Develope 
    Notes | 2017-12-18 | charles.b | #110605 |

    12/15/17

    I am good with it. Rachel- are you??
    ______

    Yes Sir, ready for the next step.

    Thank you!


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-12-15 | charles.b | #110515 |

    Hello Rachel and Dr. Herman,
    Please find attached an updated design draft that reflects a larger blog/news area showcasing more of these articles, as well as an updated arrangement of locations in alphabetical order

    Please let me know if you would like further adjustments to the design.

    If you are happy with the overall structure and colors being used, we can move onto the development stage if you’d like?

    In this stage, our developers will input functionality within your website and I’ll be inputting content for the inner pages. Afterwards, I will provide you a link to your temporary domain where you’ll be able to navigate through/ review the different pages of your website and make further changes to content and imagery if need be.

    Thank you,
    Charles


    Leave a Comment:




    Follow Up from client 
    Notes | 2017-12-15 | charles.b | #110481 |

    1. So in this section, you wanted to feature your 5 latest blogs, which the feed would be actively updated with the latest content that was published? Yes, correct. Just want to make sure we give you whatever you need to pull from our WordPress blog.

    2. Ok Great! Yes, showcasing the actual patients, facility and equipment would be best. Perfect, I’ll work on photos and get those submitted probably towards end of the year I’ll have no patient days to be able to shoot.

    3. This would be a slideshow of about 5-7 testimonials. We can replace/update the text of each testimonial at any time. We usually have a the button navigate to a page listing more of your reviews/testimonials where we can also leave a link to view your google reviews as well. Great!


    Leave a Comment:




    Edit Requests 
    Notes | 2017-12-13 | charles.b | #110156 |

    Hi Charles,

    I’m so sorry for my late response. Dr Herman and I had an opportunity Monday to view the draft of the website! We really like it!

    A few thoughts to implement are below:

    1. Under latest news: we love fresh content and want to keep this area. However would like it to show the top 5 latest news headlines/pictures from our blog post that will also go directly to our social media sites. We are working on someone internally writing on our WordPress blog and for it to stream directly to the website- please let us know what you would need to be able to pull the top 5 more recent blog posts. (Leave latest news headline and delete recent articles)

    2. I will work on shooting some professional office images to replace the “top 4” key elements area of our office. I.e. A real picture of our X-ray room, photos of real patients possibly?

    3. Love the testimonial section; does that pull google reviews? Or where does that content come from?

    4. Please switch our locations are the very bottom to alphabetical order from left to right. (Bartlesville, Henryetta, Pryor, Vinita). Leaving Tulsa in the same spot it’s currently in.

    Again, overall looking great!

    Thank you so much!


    2017-12-13 | charles.b
    Hello Rachel,
    Thank you for the feedback, and no worries, I know how busy dental practices can get!

    1. So in this section, you wanted to feature your 5 latest blogs, which the feed would be actively updated with the latest content that was published?
    2. Ok Great! Yes, showcasing the actual patients, facility and equipment would be best.
    3. This would be a slideshow of about 5-7 testimonials. We can replace/update the text of each testimonial at any time. We usually have a the button navigate to a page listing more of your reviews/testimonials where we can also leave a link to view your google reviews as well.
    4. Will do!
    I'll work on these edits and provide another draft to look over hopefully by Friday.

    Leave a Comment:




    Follow Up 
    Notes | 2017-12-13 | charles.b | #110137 |

    Hello Rachel and Dr. Herman,

    I just wanted to follow up and make sure you had gotten my latest design draft for your consideration.

    Please find below a copy of the email as well as a link to the draft.

    Hello Dr. Herman and Rachel,

    Please find attached an updated draft which includes a new section to showcase your blogs and “Latest News.

    Where there any other edits or additions you had in mind?

    https://360controlpanel.com/wp-content/uploads/2017/12/Robert-Herman-Draft-Updtd.jpg

    Thank you,
    Charles


    Leave a Comment:




    301 Redirects 
    Notes | 2017-12-08 | charles.b | #109426 |

    http://www.drhermanbraces.com/
    http://www.drhermanbraces.com/patient-info/blog.aspx
    http://www.drhermanbraces.com/office-info/about-the-doctor.aspx
    http://www.drhermanbraces.com/office-info/why-choose-dr.-herman.aspx
    http://www.drhermanbraces.com/office-info/meet-the-team.aspx
    http://www.drhermanbraces.com/office-info/practice-history.aspx
    http://www.drhermanbraces.com/office-info/maps-and-directions.aspx
    http://www.drhermanbraces.com/office-info/financial-info.aspx
    http://www.drhermanbraces.com/office-info/request-an-appointment.aspx
    http://www.drhermanbraces.com/office-info/contact-us.aspx
    http://www.drhermanbraces.com/office-info/testimonials.aspx
    http://www.drhermanbraces.com/patient-info/first-visit.aspx
    http://www.drhermanbraces.com/patient-info/amazing-smiles.aspx
    http://www.drhermanbraces.com/patient-info/faq.aspx
    http://www.drhermanbraces.com/patient-info/before-and-after-photos.aspx
    http://www.drhermanbraces.com/patient-info/brushing-and-flossing.aspx
    http://www.drhermanbraces.com/patient-info/common-problems.aspx
    http://www.drhermanbraces.com/patient-info/emergency-info.aspx
    http://www.drhermanbraces.com/treatment-info/early-treatment.aspx
    http://www.drhermanbraces.com/treatment-info/adolescent-treatment.aspx
    http://www.drhermanbraces.com/treatment-info/adult-treatment.aspx
    http://www.drhermanbraces.com/treatment-info/types-of-braces.aspx
    http://www.drhermanbraces.com/treatment-info/invisalign.aspx
    http://www.drhermanbraces.com/treatment-info/invisalign-teen.aspx
    http://www.drhermanbraces.com/treatment-info/invisalign-faq.aspx
    http://www.drhermanbraces.com/treatment-info/retention.aspx
    http://www.drhermanbraces.com/treatment-info/orthognathic-surgery.aspx
    http://www.drhermanbraces.com/treatment-info/acceledent-aura.aspx
    http://www.drhermanbraces.com/fun-stuff/scholarship-info.aspx
    http://www.drhermanbraces.com/fun-stuff/fix-my-smile.aspx
    http://www.drhermanbraces.com/fun-stuff/games.aspx
    http://www.drhermanbraces.com/fun-stuff/brace-friendly-recipes.aspx
    http://www.drhermanbraces.com/fun-stuff/related-links.aspx
    http://www.drhermanbraces.com/fun-stuff/feedback.aspx
    http://www.drhermanbraces.com/disclaimer.aspx
    http://www.drhermanbraces.com/privacy-policy.aspx
    http://www.drhermanbraces.com/site-directory.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2f
    http://www.drhermanbraces.com/patient-info/blog/entryid/8/when-do-i-need-a-new-retainer.aspx
    http://www.drhermanbraces.com/patient-info/blog/blogid/2.aspx
    http://www.drhermanbraces.com/patient-info/blog/entryid/7/why-do-teeth-move.aspx
    http://www.drhermanbraces.com/patient-info/blog/entryid/6/orthodontist-vs-dentist.aspx
    http://www.drhermanbraces.com/patient-info/blog/entryid/5/elite-invisalign-provider.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fblog.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2fabout-the-doctor.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2fwhy-choose-dr.-herman.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2fmeet-the-team.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2fpractice-history.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2fmaps-and-directions.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2ffinancial-info.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2frequest-an-appointment.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2fcontact-us.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2foffice-info%2ftestimonials.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2ffirst-visit.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2famazing-smiles.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2ffaq.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fbefore-and-after-photos.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fbrushing-and-flossing.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fcommon-problems.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2femergency-info.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2fearly-treatment.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2fadolescent-treatment.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2fadult-treatment.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2ftypes-of-braces.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2finvisalign.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2finvisalign-teen.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2finvisalign-faq.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2fretention.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2forthognathic-surgery.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ftreatment-info%2facceledent-aura.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ffun-stuff%2fscholarship-info.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ffun-stuff%2ffix-my-smile.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ffun-stuff%2fgames.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ffun-stuff%2fbrace-friendly-recipes.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ffun-stuff%2frelated-links.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2ffun-stuff%2ffeedback.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fdisclaimer.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fprivacy-policy.aspx
    http://www.drhermanbraces.com/soonercare.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fsite-directory.aspx
    http://www.drhermanbraces.com/home/ctl/sendpassword.aspx?returnurl=http://www.drhermanbraces.com/
    http://www.drhermanbraces.com/login.aspx?returnurl=%2flogin.aspx
    http://www.drhermanbraces.com/user-profile/userid/3.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fblog%2fentryid%2f8%2fwhen-do-i-need-a-new-retainer.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fblog%2fblogid%2f2.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fblog%2fentryid%2f7%2fwhy-do-teeth-move.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fblog%2fentryid%2f6%2forthodontist-vs-dentist.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fpatient-info%2fblog%2fentryid%2f5%2felite-invisalign-provider.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fsoonercare.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=http%3a%2f%2fwww.drhermanbraces.com%2f
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fhome%2fctl%2fsendpassword.aspx
    http://www.drhermanbraces.com/login.aspx?returnurl=%2fuser-profile%2fuserid%2f3.aspx

    urllist

    Leave a Comment:




    Original DNS Records + IP + MX 
    Notes | 2017-12-08 | charles.b | #109424 |

    Registrar URL: www.enom.com
    Registrant Name: TELEVOX SOFTWARE
    Registrant Email: TVX-DOMAINS@WEST.COM
    Name Server: DNS1.NAME-SERVICES.COM
    Name Server: DNS2.NAME-SERVICES.COM
    Name Server: DNS3.NAME-SERVICES.COM
    Name Server: DNS4.NAME-SERVICES.COM
    Name Server: DNS5.NAME-SERVICES.COM

    208.88.72.247

     

    MX: drhermanbraces-com.mail.protection.outlook.com

    216.32.180.106
    Your email service provider is "Microsoft Office"
    dns3.name-services.com

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-12-08 | charles.b | #109417 |

    Hello Dr. Herman and Rachel,

    Please find attached an updated draft which includes a new section to showcase your blogs and “Latest News.

    Where there any other edits or additions you had in mind?


    Leave a Comment:




    Design Updates for Sachit closed
    Task: Website | 2017-12-06 | charles.b | #108981 |

    Please add a thin section between header and Meet the doctor section for “Latest News” and “Blog” similar to how this site uses (near the footer of the page)

    you can reference clients old site http://www.drhermanbraces.com/ to pull images/ text to use from the “Latest News” section as well as “Blog” section.


    2017-12-08 | charles.b
    thank you sachit, sending to client for review

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-12-06 | charles.b | #108822 |

    Hello Rachel and Dr. Herman,
    Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. I am planning on including a section to visually display your blogs as well as the items in the “Latest News” tab you have on your current site.
    Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.

    Thank you,
    Charles


    2017-12-06 | charles.b
    Hello Dr. Herman,
    I'm glad you like the design so far!
    Right now I am working on including a section to showcase your blogs as well as news feed that is present on your current website - Ill see if the information in this area can be actively updated as you add blogs and news announcements as well.
    Just to be clear, this is what you had in mind correct?
    2017-12-06 | charles.b
    My first pass is that it looks really nice. Love the feel and esthetic!!
    Wondering about the “rss reader” or some way for us to display cross-platform content (usually pics and titles) that is quickly visible and more frequently changeable…
    THANK YOU. Looking great

    Leave a Comment:




    Follow up 
    Notes | 2017-12-05 | charles.b | #108434 |

    Hello Rachel,

    I just wanted to follow up and let you know that I’ll have your initial design draft to you either by end of the day today or early tomorrow!


    Leave a Comment:




    New Project closed
    Task: Website | 2017-11-29 | charles.b | #107357 |

    Important
    Please include a call to action “Call Today” and book an appointment button

    Logo file and doctor image attached

    Current Site:
    http://www.drhermanbraces.com/

    Examples:
    https://360controlpanel.com/wp-content/uploads/2017/11/von-otto-teddi-1.jpg
    Reference this site for overall structure and sleek modern feel (Dont reference featured services section)

    Welcome to Bates Dental


    Reference this site for sleek/modern feel and overall structure (Moreso reference the call to action)

    https://360controlpanel.com/wp-content/uploads/2017/09/trobert-heather-1.2.jpg
    Reference this site for featured services structure

    https://360controlpanel.com/wp-content/uploads/2017/08/knickelbein-jared-3.jpg
    Reference this site on how to present their multiple locations

    Category:
    Orthodontics

    Tagline:
    AMAZING SMILES…Superior Care

    Layout:
    Sectional
    Full Width

    Sections / Features:

    Social Media Links
    Featured Services
    Testimonials
    Video
    Contact Form
    Membership Logos
    Office Map
    Doctor’s Bio
    Office Summary
    Specifics about 4 Other Locations

    Featured Services:

    – Invisalign Top 1% Provider
    – High Tech Office
    – Caring and Compassionate Orthodontic Treatment for the WHOLE FAMILY (image of happy smiling family)
    – Affordable and Accepts Insurance

    – For “Invisalign Top 1% Provider” image, find a modern image similar to this: https://www.shutterstock.com/image-photo/invisible-plastic-modern-technology-dental-tooth-590015081

    – For “High Tech Office” image, find a modern image similar to https://www.shutterstock.com/image-photo/dental-clinic-interior-design-several-working-204407833?src=dHX9uF3oN_IntqBr5jTGew-1-27

    Overall Feel:
    Clean
    Modern
    Corporate/Business
    Lots of Content
    White & Bright

    Colors:
    Red
    Blue
    Green

    Reference clients current website for colors: http://www.drhermanbraces.com/

    Images:
    People
    Families
    some Close Up


    2017-12-08 | charles.b
    Nice design - thank you sachit - closing task
    2017-12-06 | charles.b
    Edit requests added in a new task

    Leave a Comment:




    Login credentials provided 
    Notes | 2017-11-27 | charles.b | #106844 |

    Login credentials provided:

    Here is our www.drhermanbraces.com website log in info:
    www.drhermanbraces.com scroll to very bottom > “Administration” link > log in: drhermanbraces password: Airduster2008


    Leave a Comment:




    Images provided by Rachel Close 
    Notes | 2017-11-27 | charles.b | #106842 |

    Hi Charles,

    I tried sending all our photos in numerous emails, file sizes are just too large; it kept sending me back the email in error. I’ve gone ahead and uploaded all our images to an online gallery that you can “download” the images from. Just click the arrow on each image to download it.

    Here is the link: https://closemoments.smugmug.com/Business/Dr-Herman-Orthodontics/ download password: herman

    I am the owner of Close Moments Photography and personally shot these images so I’m giving you permission to own the rights to the images.

    Let me know if you have any questions.


    2017-11-27 | charles.b
    Hello Rachel, Thank you! I was able to download all of the images without a problem (Including the logo files). Thank you for the login credentials to the dashboard of your website as well. I believe ill be able to get the file I needed without having to go through Televox support. I'll let you know if any other questions come up. Please feel free to do the same!

    Leave a Comment:




    F/U with Rachel 
    Notes | 2017-11-21 | charles.b | #106023 |

    Hello Rachel,

    Sorry we’ve been going back and forth trying to connect!

    If you’d like, you can schedule a phone call through the link provided in my signature below.
    That way we can lock in a time to discuss some features regarding the project and continue the progress towards the site 🙂

    Client Response:
    I know, I’m so sorry we haven’t been able to connect.

    I scheduled a call with you next Monday, Nov 27th at 9am Pacific time (11am my time, Central).


    Leave a Comment:




    Voicemail closed
    Task: Other | 2017-11-15 | Chandra | #104790 |

    Please call Rachel, she was returning your missed call regarding the message you had left yesterday regarding the design.


    2017-11-21 | charles.b
    Client scheduled call at 9am Monday Nov 27
    2017-11-20 | charles.b
    Email sent to Rachel:
    Hello Rachel,
    Sorry we've been going back and forth trying to connect!
    If you'd like, you can schedule a phone call through the link provided in my signature below. That way we can lock in a time to discuss some features regarding the project and continue the progress towards the site :)
    2017-11-17 | charles.b
    Called on 15th and 16th - trying again today

    Leave a Comment:




    Left VM for Rachel Close 
    Notes | 2017-11-14 | charles.b | #104551 |

    2017-11-14 | charles.b
    Overall, seems like a copy of their website - need to send them site examples to get a better feel on the layout they wanted. Theyre #1 for all locations, Justin notified me that best way to retain this is through copying the site structure (inner/outbound linking), content.

    Leave a Comment:




    Design Questionnaire 
    Notes | 2017-11-10 | charles.b | #103941 |

    Submission Date
    CP ID
    Your Name
    Desired Domain(s)
    Do you have an existing Site? Practice Name
    Secondary Title (Dr. Name) Tagline (slogan)
    Practice Telephone E-mail for Patients
    2017-11-10 13:43:10 104213
    Robert Herman www.DrHermanBraces.com Yes
    Dr. Robert J. Herman
    Orthodontic Treatment for Chilren & Adults AMAZING SMILES…Superior Care
    6565 S Yale Ave Ste 510 Tulsa
    OK
    74136
    United States
    (918) 492 4822 Office@DrHermanBraces.com Yes
    Social Media Links Featured Services Testimonials Video
    Contact Form Membership Logos Office Map Doctor’s Bio
    Office Summary
    Speciics about 4 Other Locations
    Corporate/Business Lots of Content White & Bright
    My current site has a LOT of content and I am overall pretty happy with it. BUT, I want something fresher, more mobile friendly, and bit easier for us to work with. IMPORTANT to me to have a way to present blog entries (we do this now with an RSS reader)…
    Light Background (dark text)
    We use a deep red, lime green, and navy blue in our other office media with spotlight effect (lighter towards the middle)

    Practice Address
    Will you be the decision maker during this process?
    Sections
    Overall Feel
    Please Give us Examples of Websites You Like
    Light or Dark Select Colors
    Bright
    Image Types
    Your Images (Upload or Email) People
    Caucasian Hispanic
    African American
    Children Teen Adults
    Working Class
    Business (ex: downtowns)
    Orthodontics
    -Invisalign Top 1% Provider
    – High Tech Office (All Digital, Impressionless Scans, Computerized Practice, etc)
    – Caring and Compassionate Orthodontic Treatment for WHOLE FAMILY
    – Affordable and Accepts Insurance
    Ethnicity
    Age Group
    Demographic Specialty


    Leave a Comment:




    Create Temp Site closed
    Task: Website | 2017-11-10 | charles.b | #103794 |

    Please create temporary site and include client original content (if any).


    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-11-10 | charles.b | #103793 |

    Hello Dr. Herman and Rachel,

    Welcome to Optimized360!

    My name is Charles B. and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. Justin, this morning to discuss your account and review the notes you initially had.

    Please take a few minutes to fill out our design questionnaire below (If you haven’t already done so through the link Justin had provided). This should give you a better idea of the variety of elements that are featured in an effective design.

    URL: https://form.jotform.us/61947943668171??Designer=charles.b@optimized360.com&cpId=104213

    After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    I look forward to working on this design with you.

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2017-11-09 | Justin | #103579 |

    Sent DQ

    Client has 5 Locations

    Please refer to their old site

    1st Page for all 5 locations — currently with televox
    Please be careful

    Note from Client:
    We are in a bit of a time crunch due to our current platform with Televox/West will drop in the end of 1st quarter 2018 (3/2018). Thank you, Rachel Close


    Leave a Comment:




    New Order closed
    Task: Accounting | 2017-11-09 | Justin | #103571 |

    Gold + Blog Set Up: $4,500 + $129/m

    Payment Method
    #: Visa ending in 8267
    Name: Robert J. Herman
    Expiration: 0319
    Code: 210
    Zip Code: 74136


    2017-11-09 | chandra.t
    Charged.

    Leave a Comment:




    Updated Estimate 
    Estimates | 2017-11-08 | Justin | #103138 |

    Expired Proposal – Updated Expiration Date


    2017-11-09 | justinn
    Justin, We are ready to move forward with Optmized360. We are excited for you all to custom build a beautiful new website! And help us cater to our current audience and new patients! What is our next step? We are in a bit of a time crunch due to our current platform with Televox/West will drop in the end of 1st quarter 2018 (3/2018). Thank you, Rachel Close
    2017-11-08 | justinn
    Afternoon, please and thanks! I just sent our second option to Dr. Herman for review today! So hopefully he gives me his decision by tomorrow afternoon :) Thank you, Rachel

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-10-25 | Justin | #99088 |

    Spoke with Rachel – very nice – she saw that I was very knowledgable to everything – covered all her concerns:

    — poor support
    — need better technology
    — better design (responsive)
    — help with SEO

    Addressed a solution for all her concerns – went over gold + blog – very nice – they are managing their own social – have videos via dolphin – has a patient portal via solutionreach

    She will talk to doctor tomorrow – wants a call on Friday – good lead


    2017-11-08 | justinn
    Emailed
    2017-11-02 | justinn
    Emailed F/U
    2017-11-02 | justinn
    Hey Justin! Thanks for following up. We are waiting on one more quote before we make a decision. That quote should arrive early next week. Please reach out to me again next Thursday 11/9/17. Thank you, Rachel Close New Patient Manager
    2017-11-02 | justinn
    LM & Emailed F?U
    2017-11-01 | justinn
    LM on her voicemail
    2017-10-27 | justinn
    spoke with Rachel - dr really loved what I had presented to Rachel - she says that I am her favorite and she is definitely leaning towards me - they just want to look at two more places to say that they are shopping around but said to touch base with her next wednesday
    2017-10-27 | justinn
    spoke with front - she said Rachel is in a marketing meeting - will respond to me shortly

    Leave a Comment:




    Initial Contact 
    Leads | 2017-10-25 | Justin | #99063 |

    LM – Emailed F/U

    1st Page for all 5 locations — currently with televox


    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review:
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2017-11-10
    Questionnaire: 2017-11-10
    Site Download/Site Sucker: 2018-01-08
    Temporary Site: 2017-11-10
    Concept: 2017-12-15
    Approved: 2017-12-18
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2018-01-05
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2018-01-04
    Analytics Report or Jetpack Setup:
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept:
    Approved: 2017-12-18
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2017-11-09
    2017-11-09
    Mobile
    Fluid Responsive
    2017-11-09

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog
    2017-11-09

    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-11-08 | Justin | Updated Estimate Ordered

    Gold Package


    Initial: 2 Payments of $2,249
    Monthly: $129/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Custom Blog

    Custom Website-Based Blog

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-09 | justinn
    Justin, We are ready to move forward with Optmized360. We are excited for you all to custom build a beautiful new website! And help us cater to our current audience and new patients! What is our next step? We are in a bit of a time crunch due to our current platform with Televox/West will drop in the end of 1st quarter 2018 (3/2018). Thank you, Rachel Close
    2017-11-08 | justinn
    Afternoon, please and thanks! I just sent our second option to Dr. Herman for review today! So hopefully he gives me his decision by tomorrow afternoon :) Thank you, Rachel
    Estimates | 2017-10-25 | Justin | Website Estimate Expired

    Gold Package


    Initial: 2 Payments of $2,499
    Monthly: $129/m**


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Custom Blog

    Custom Website-Based Blog

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-08 | justinn
    Emailed
    2017-11-02 | justinn
    Emailed F/U
    2017-11-02 | justinn
    Hey Justin! Thanks for following up. We are waiting on one more quote before we make a decision. That quote should arrive early next week. Please reach out to me again next Thursday 11/9/17. Thank you, Rachel Close New Patient Manager
    2017-11-02 | justinn
    LM & Emailed F?U
    2017-11-01 | justinn
    LM on her voicemail
    2017-10-27 | justinn
    spoke with Rachel - dr really loved what I had presented to Rachel - she says that I am her favorite and she is definitely leaning towards me - they just want to look at two more places to say that they are shopping around but said to touch base with her next wednesday
    2017-10-27 | justinn
    spoke with front - she said Rachel is in a marketing meeting - will respond to me shortly
    Leads | 2017-10-25 | Justin | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: