Dr. Yuan Medical Weight Loss & Cosmetic Medicine

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 104290




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Inner page images changed 
    Notes | 2018-01-30 | charles.b | #117143 |

    Inner page images resized and changed to give more variety for background images as Dr. requested


    Leave a Comment:




    Inner page images changed 
    Notes | 2018-01-30 | charles.b | #117142 |

    Inner page images resized and changed to give more variety for background images as Dr. requested


    Leave a Comment:




    Edit Requests 
    Notes | 2018-01-29 | charles.b | #117066 |

    Hi Charles,
    There are three things I would like to change
    1. please change email to Drbodyandface@gmail.com
    2. We discussed before to diversify the page photos. Could you please make some changes.
    3. Could you please change the footer’s copy rights to my practice.
    _______

    Charles,
    I could not find the page “medical weight loss” . We have weight management, which also in the menu. But the URL is pointed to /medical-weight loss. I wonder where is the page?


    2018-01-29 | charles.b
    Hello Dr. Yuan, 1. I have updated the email throughout the site 2. I'm sorry, I had updated the images but it seems like there may be an issue with the theme, we are looking into this right now. 3. Regarding this request, I can change the name to your practice name, but the link must remain the same to navigate to our website. Please confirm that this is fine and I will proceed with updating the text.

    Leave a Comment:




    Follow Up 
    Notes | 2018-01-12 | charles.b | #115291 |

    Charles,
    It works now. How soon I can change the URL? I registered one yesterday as drbodyandface, which should be easier to remember. Does it help in term for searching? By the way I found out both of my websites said “not secure”. Do I have the SSL on these websites?

    *** Spoke w Dr. Yuan over the phone – He said he had recently bought hosting for a new site (didnt specify where) but is talking with them to see if he can refund his money – if not, he may just move forward with what he ad in mind.

    I communicated with the Dr. the offer of increase to $99/m for 2 other sites (to implement SSL and ADApt), should he purchase a 3rd site, at a discounted price of $1500 + $99/m

    He said he would speak with hosting company and consider his options.


    Leave a Comment:




    Quote for another template site emailed 
    Notes | 2018-01-11 | charles.b | #115093 |

    Hello Dr. Yuan,

    Regarding the www. version of aestheticandbariatrics.com not working on your end, I double checked and it was, in fact, working for me. Try clearing your browsing history as well as cache and maybe this will resolve the problem. Please let me know if it doesn’t.

    In regards to implementing a WeChat icon – I am still looking into how this can be done to function in a similar way that the current social media icons function.

    Regarding a version of the site in Chinese, there are a couple options:

    Option 1:

    We can create “Pages” to add as submenu items under each menu item in the navigation bar which, you can then populate the content with the Chinese translation for each page. I just wanted to confirm if you were currently able to write Chinese characters into the content areas from the wordpress dashboard (this may be an issue of whether your computer or keyboard supports this ability)? Going with this option, I think would take away from the clean look of the site by adding numerous links throughout the site. Also, I wouldn’t be able to focus the images to appeal to a predominately Asian audience.

    Option 2:

    I spoke with my supervisors and got the approval for a 25% discount to create another template site for $1,500, which you can then populate the content with the Chinese translation. I can work with you inputting the Chinese translation if you provide me with text files and specifications on where to place the text. I will also work on updating the images to reflect an Asian audience.

    Please let me know your thoughts and how you would like to proceed.

    Thank you,


    Leave a Comment:




    Follow Up Call w Dr. Yuan | Potential Duplicate Site 
    Notes | 2018-01-11 | charles.b | #115040 |

    – I will look into if whether Wechats can be interated into the site – He had mentioned something about a QR code that users needed to input

    – He mentioned that updating content from his side wasnt showing up the same for him on every page. (He may be seeing some pages in the default editor and others in DIVI)

    He would like a site in Chinese – Essentially a duplicate of his site with images that reflect an asian demographic. He was willing to translate all of the content himself.

    I discussed options with Belinda:

    1. Create Pages and add them as submenus under each menu item (he would have to input the translation)
    ** images on site can’t be tailored to fit an Asian demographic.

    2. Create another temp site – Essentially duplicate the site – he will translate all of the content and we will make updates to images to reflect an Asian demographic

    Alec/Belinda decided on a 25% discount at $1500 – monthly fee stay the same at . $79/m if he is reluctant let him know that this option would also be good for SEO purposes.


    Leave a Comment:




    Please call Dr. Yuan to go over further Marketing Options closed
    Marketing | 2017-12-28 | charles.b | #112719 |

    Please call Dr. Yuan to go over further Marketing Options


    2018-01-10 | brent.d
    spoke to Dr. Yuan, currently in no need of any marketing for the practice. was mainly looking to duplicate his website but with Chinese letters. Charles quoted him on a new website for that.
    2018-01-02 | brent.d
    left VM for Dr. Yuan on his cell to give me a call back at my direct line.

    Leave a Comment:




    Follow Up 
    Notes | 2017-12-22 | charles.b | #111836 |

    Dr. would like:

    – quote on making his website fluid responsive – its a site he created – I let him know most likely no because we dont know what platform he is on are the structure of the coding

    – He has another webpage written in chinese that he would like integrated into the site – I provided him with google translate embed link option already – he said he may want to try just providing us with a link to the webpage he had put together with the chinese translation (said clients having access to a translation was important, didnt care about the presentation)

    – Dr. would like Wechat (popular chat used in China) added to the stite *** Will check with Rod whether this icon can be added through additional CSS otherwise may just include a link for visitors to access.

    – Dr. inquired about further marketing options to boost SEO – He considered going to a 3rd party for this but let him know its best to keep things centralized to better manage it

    – He would like to speak to Brent about marketing after new years


    Leave a Comment:




    Follow Up – left message 
    Notes | 2017-12-22 | charles.b | #111819 |

    To see if Doctor was available to do screen sharing tutorial to customize content.


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-20 | charles.b | #111237 |

    Hello Dr. Yuan,

    I have addressed your edit requests.
    Regarding the spacing, between the Home and Testimonials section, I adjusted this as well.

    I don’t recall if I gave you a tutorial on how to adjust the content yourself, would you like to schedule a time to do so? What would be the best time to do this – it will be a brief screen sharing session so I will need you to have access to a computer as well.

    Thank you,
    Charles


    2017-12-20 | charles.b
    Charles,
    I did get your email about the training.
    Will tomorrow early afternoon or early morning for you will work? Let's say 10 am of your time? Please call me 6107647035 if it is possible. Otherwise let me know when is the best time for you. Thx.

    Hello Dr. Yuan,
    Yes, 10am PST works. I reserved a time slot to call you then tomorrow.

    Leave a Comment:




    Follow Up 
    Notes | 2017-12-15 | charles.b | #110493 |

    Client requested images changed and spacing adjusted

    __

    Hello Dr. Yuan,

    I went ahead and replaced the images you had requested. As for the spacing for the introductory text, I will look further into this, but I believe that is the nature of the spacing for the sections and may not be able to be adjusted.

    I will be leaving at 12 PST today and wouldn’t be able to give you a brief tutorial on how to customize elements on the site yourself. Are you available on Monday to do this? You would need access to a computer as I will be sharing my screen view with you to demonstrate the customization capabilities.


    Leave a Comment:




    Edit Requests 
    Notes | 2017-12-12 | charles.b | #109795 |

    Charles,
    The service 2 text is wrong. It is about PDO, not PRP.
    Also, could you help to link the facebook: https://www.facebook.com/drbodyandface/

    _____

    Hello Dr. Yuan,

    I have updated the text and linked the facebook provided.


    Leave a Comment:




    Change background color closed
    Task: Website | 2017-12-06 | charles.b | #108685 |

    Change background color to white for attached image

    provide me with psd and jpeg once finished.


    Leave a Comment:




    Follow Up + Login Creds Provided 
    Notes | 2017-12-05 | charles.b | #108397 |

    Hello Dr. Yuan,

    Regarding updating the logo, this would fall under logo design work and unfortunately, I would have to charge $100 for adjustments to your logo. Please let me know if you would like me to do so.

    Regarding the page photo, were you referring to the inner page image of the woman’s body?

    Please find below the login credentials to access the dashboard of your website:

    Please use this link to log in:

    http://aestheticandbariatrics.com/wp-admin/

    Username:
    ypmmc77

    Password:
    %7tXPKDXB9r^A1DbRjabnBsW


    Leave a Comment:




    Going Live Items closed
    Task: Social | 2017-12-01 | charles.b | #107933 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Setup Analytics & Reporting


    2017-12-01 | catherine.c
    no 301s.
    2017-12-01 | catherine.c
    all completed.

    Leave a Comment:




    Email: Your Website is Live 
    Design | 2017-12-01 | charles.b | #107932 |

    Hello Dr. Sean Yuan,

    Congratulations! Your website is live and accessible to the public.

    Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form.

    URL: http://aestheticandbariatrics.com

    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.

    Thank you!

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    Confirmation to go Live 
    Notes | 2017-12-01 | charles.b | #107920 |

    Hello Dr. Yuan,

    Once the edits have been completed, we can make the website live. Even if there are some pending image changes, I advise that we should make the website live if you needed it ASAP. Would you like me to begin the process of making your website live tomorrow?

    Regarding making the website into a second language, unfortunately, this cannot be added to the template system. But there is a google option that may be applicable, but has to be done from your end (while logged into your own gmail account). Please let me know if you decide to do this, provide me with the code, and I can add it somewhere on the home page.

    _______

    I will try it after the website is live. Please post it today. Thank you.


    Leave a Comment:




    Original DNS + IP 
    Notes | 2017-12-01 | charles.b | #107918 |

    New site – we acquired domain for client


    Leave a Comment:




    Follow Up 
    Notes | 2017-11-30 | charles.b | #107621 |

    Charles,
    There are some minor things that I would like to be adjusted. We are close.
    1. Could you please modify the fonts of the title and the fonts on the sliders, the size, style and color to make it more artistically pleasing.
    2. The first button under the slider: could you adjust the background color or choose a different one to match better with the third one.
    3. The picture beside the promotion, could we pick us another one? It doesn’t fit in
    4. Could you put on a logo? If you can, I will email to you.
    5. I created a facebook page. It seems that I have trouble to find it on the fb. Could you put it on the page and help me to make it work.
    6. Is the basic SEO done on the site?
    Thank you very much.

    __________
    Hello Dr. Yuan,

    1. Regarding this, you can include the font here or a logo (as requested in #4) If you wanted to keep the font, did you want a font that is modern or more elegant? If you decide to go with the logo, please provide it and I can see if it will fit into the header area.
    2. I have changed this
    3. Will look for another photo
    4. Refer to #1
    5. Please send me the link to the fb page you had created and I can link it in your website
    6. Yes basic SEO has been applied to the site through the content and site wide SEO titles

    _________

    Charles,
    Besides the changes I mentioned, what is the next step? When can I log into the web and start to edit the content? I will need the website ASAP. Tomorrow will be December.
    Is it possible to make the website in second language. I am interested to have it change between
    English and Chinese.

    ____________

    Hello Dr. Yuan,

    Once the edits have been completed, we can make the website live. Even if there are some pending image changes, I advise that we should make the website live if you needed it ASAP. Would you like me to begin the process of making your website live tomorrow?

    Regarding making the website into a second language, unfortunately, this cannot be added to the template system. But there is a google option that may be applicable, but has to be done from your end (while logged into your own gmail account). Please let me know if you decide to do this, provide me with the code, and I can add it somewhere on the home page.

    Here was a for directions on how to do so: https://support.jimdo.com/faq/how-to-add-google-translate-to-your-website/


    Leave a Comment:




    Edit Requests 
    Notes | 2017-11-28 | charles.b | #106939 |

    Charles,
    Here are the five sliders as below. It is hard to predict the result because 1/3 of the sliders shaded. could you please edit the photos to see if they can fit in better. The potential wording will follow the photos, but do not put they in yet in case the photos do not fit well. I will send a another email regarding the navigation pictures below the slider. Thank you.
    1. 90369691: medical weight loss and nutrition counseling
    2. 623424854: PDO face lift and skin rejuvenation
    3. 422568739: PRP hair regeneration
    4. 499981222: Botox and filler
    5. 514192921: Ask us for surgical options

    Navigation:
    1. please move the weight management to the first position and change the text to Weight loss program
    2. 624234857: PRP hair and skin
    3. PDO thread
    4. B. toxin and filler


    2017-11-28 | charles.b
    Hello Dr. Yuan, All of your specified edits have been applied, along with the images and text. http://seanyuan.360temp.com/ Please let me know if you would like further changes.

    Leave a Comment:




    F/U from/to Dr. 
    Notes | 2017-11-22 | charles.b | #106301 |

    Charles,
    The style is good. Is it possible to make the slider taller? I only have a laptop now. My concern is that when we look at it on a wide screen, it will be difficult to see the content of the sliders. Could you give me some photos to choose from? I would like to see the medical weight loss list as the first action button. We will add advertising words into the sliders right? Thank you.

    Response:
    Hello Dr. Yuan,

    Regarding the slider size, The design is fluid responsive, meaning it adjusts to screen/device sizes it is being viewed on.

    If you would like to choose specific photos, our resource we use for most of our images is shutterstock: https://www.shutterstock.com/home
    Feel free to search for specific photos through keyword searches then provide me with the “Stock photo ID” number listed below each image. Then I can acquire these images for you; please let me know where you’d like to apply each image throughout the site.

    Regarding the advertising wording to go on the slides, I was planning on adding only the procedure that each image pertains to. If you had a brief advertising excerpt you wanted for each image, please provide the wording on what you would like and I can apply it to the image.


    Leave a Comment:




    F/U from/to Dr. 
    Notes | 2017-11-22 | charles.b | #106299 |

    Charles,
    The style is good. Is it possible to make the slider taller? I only have a laptop now. My concern is that when we look at it on a wide screen, it will be difficult to see the content of the sliders. Could you give me some photos to choose from? I would like to see the medical weight loss list as the first action button. We will add advertising words into the sliders right? Thank you.

    Response:
    Hello Dr. Yuan,

    Regarding the slider size, The design is fluid responsive, meaning it adjusts to screen/device sizes it is being viewed on.

    If you would like to choose specific photos, our resource we use for most of our images is shutterstock: https://www.shutterstock.com/home
    Feel free to search for specific photos through keyword searches then provide me with the “Stock photo ID” number listed below each image. Then I can acquire these images for you; please let me know where you’d like to apply each image throughout the site.

    Regarding the advertising wording to go on the slides, I was planning on adding only the procedure that each image pertains to. If you had a brief advertising excerpt you wanted for each image, please provide the wording on what you would like and I can apply it to the image.


    Leave a Comment:




    F/U Call w Dr. 
    Notes | 2017-11-17 | charles.b | #105597 |

    We changed theme to Kevin – Dr. wanted slider as well as featured services stabs.

    FOr images Dr. wants them to be more realistic of people who NEED these services as opposed to showcasing people who show the end results of his services.

    • For medical weight loss page, Dr. wants to see an overweight figure on a scale
    • For tabs in Menu bar – see if you can make the format to be like all the services pages – image on left and brief excerpt on right.

    He wants to see middle-aged models as well as people showing wrinkles.


    Leave a Comment:




    Email: Your Website is Ready 
    Template Ready | 2017-11-15 | charles.b | #105093 |

    Hello Dr. Yuan,

    Congratulations! Your website is ready for your review.

    Please take a look at your initial website and let us know of any questions or edit requests you might have. I left the “Surgical Procedures” page under the “Aesthetic Services” tab as pending as I wasn’t sure as to what content you’d like to include in this page You can submit a ticket by going to your dashboard and filling out the form.

    URL: http://seanyuan.360temp.com

    WEBSITE WALK-THROUGH

    When is the best time to go over the options or questions you might have? I’ll be glad to provide a walk-through to editing the site.

    If you would like to make changes to the website in the future, please feel free to email us at support@optimized360.com. We welcome any questions regarding the website’s editor.

    Thank you!

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    F/U to Dr. 
    Notes | 2017-11-14 | charles.b | #104761 |

    Hello Dr. Yuan,

    Sorry, Ill get the initial website to you tomorrow as I would like my colleagues to review it before sending it to you.


    Leave a Comment:




    Purchased Domain Name for Dr. 
    Notes | 2017-11-13 | charles.b | #104184 |

    AestheticandBariatrics.com

    Use this domain for this website


    Leave a Comment:




    F/U w Dr. 
    Notes | 2017-11-13 | charles.b | #104178 |

    Dr. open to utilizing another theme with a slider. Will send him another option for him to approve.
    He wanted to feature his main services through the slider with text for the title of the procedure imposed over each image.

    **Informed Dr. That I could have a prelim website for him by Tuesday 11/14 (midday/afternoon)
    ** Dr. had asked if it was possible to format the text in the url name – He wanted A and B to be uppercased.

    *8 Dr. confirmed that its fine to pull some bio info/images from his old site to use on this new site.


    2017-11-13 | charles.b
    Hello Dr. Yuan,
    Here are a couple extra site themes that have a slideshow, for you to consider. Please keep in mind that what is initially visible on these sites isnt everything that can be included. There are various sections that are available to make present on the home page.
    http://cosmetic.360temp.com/?theme-preview=greyson
    http://cosmetic.360temp.com/?theme-preview=joy
    http://cosmetic.360temp.com/?theme-preview=kylie
    v Please let me know if you would like me to implement any of these examples.

    Leave a Comment:




    F/U w Dr. 
    Notes | 2017-11-13 | charles.b | #104179 |

    Dr. open to utilizing another theme with a slider. Will send him another option for him to approve.
    He wanted to feature his main services through the slider with text for the title of the procedure imposed over each image.

    **Informed Dr. That I could have a prelim website for him by Tuesday 11/14 (midday/afternoon)
    ** Dr. had asked if it was possible to format the text in the url name – He wanted A and B to be uppercased.


    Leave a Comment:




    Dr. wanting to transfer domain 
    Notes | 2017-11-13 | charles.b | #104034 |

    Hello Dr. yuan,
    Through public records I can see that the domain was purchased on the 7th of this month. This being the case, Internet Corporation for Assigned Names and Numbers ( ICANN ) prohibits the transfer of new/recently transferred domains for 60 days. So the best option would be if I can log into the account and update the settings.

    After the 60 days have passed, I will be happy to transfer the domain into our account,


    Leave a Comment:




    Design Questionnaire 
    Notes | 2017-11-09 | charles.b | #103631 |

    Submission Date
    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
    2017-11-09 13:03:08 Sean Yuan yuanmd.com
    No
    Potts Surgical Associates
    Dr. Yuan
    Weight loss and aesthetic treatment
    600 Creekside Dr Ste611 Pottstown
    PA
    19464
    United States (6108505866) pottssurgical@gmail.com
    Medical Weight Loss PDO thread lift
    B. toxin injection Dermal filler injection
    Need a blog
    Prefer to have 3-4 sliders. Each one of them should promote one of the services
    yes
    ffffff
    after 5 pm. call cell phone 6107647035
    Practice Address
    Top 3-4 Services
    Any Additional Comments/Requests?
    Any promotions for the office?
    Pick a color that you’d like to use


    Leave a Comment:




    Email sent to Dr. 
    Notes | 2017-11-09 | charles.b | #103589 |

    Hello Dr. Yuan,

    Pleased to meet you! I had sent you an introduction email yesterday, sorry if it didn’t go through! (Hopefully it didn’t go into your spam folder)
    Here was a copy of the email I had sent:

    Hello Dr. Sean Yuan,

    Welcome to Optimized360!

    My name is Charles B. and I will be the designer working with you to get your new website up.

    To ensure that we have the proper information on your new website, please fill out our simple questionnaire below.

    Preliminary Questionnaire: https://form.jotform.com/62934768594171

    We’d like for patients to utilize your website as soon as possible, therefore we’ve provided an efficient process: The website will be created with a simple design(Catherine had mentioned you liked the Maya design, which I will implement) and your provided information. In about a week, you should receive an email with the initial content we have put together. At that time, we’ll discuss design customizations available.

    If you have any questions, please call 1-800-997-9368 or simply reply to this email. I’m excited to work with you!
    Charles B.
    charles.b@optimized360.com

    I’ve already started putting together your initial site using the Maya theme. If you can fill out the Preliminary Questionnaire through the link provided above, I can further customize your website with this information and have it ready to present by Tuesday. Please note that some of the procedures outlined in your sitemap, we do not have content for which, you will either have to provide or we can have content written for them at an additional cost.


    2017-11-09 | charles.b
    Hello Dr. Yuan,
    Thank you for filling out the Content Questionnaire!
    I also see that your domain name yuanmd.com is in a godaddy account, and to further expedite the process of getting your website up, I wanted to request the login credentials for this godaddy account so that when the time comes, I can update the necessary settings for making your website live.

    Leave a Comment:




    link to Dr. info on external site 
    Notes | 2017-11-09 | charles.b | #103500 |

    http://pottssurgical.com/our-physician/

     

    Dr. also has another site with us


    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-11-08 | charles.b | #103377 |

    Hello Dr. Sean Yuan,

    Welcome to Optimized360!

    My name is Charles B. and I will be the designer working with you to get your new website up.

    To ensure that we have the proper information on your new website, please fill out our simple questionnaire below.

    Preliminary Questionnaire: https://form.jotform.com/62934768594171

    We’d like for patients to utilize your website as soon as possible, therefore we’ve provided an efficient process: The website will be created with a simple design(Catherine had mentioned you liked the Maya design, which I will implement) and your provided information. In about a week, you should receive an email with the initial content we have put together. At that time, we’ll discuss design customizations available.

    If you have any questions, please call 1-800-997-9368 or simply reply to this email. I’m excited to work with you!
    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    phone conversation 
    Notes | 2017-11-08 | Catherine C. | #103347 |

    1. Set up using Maya – no color choices yet

    2. Would like site up by 11/13 but mentioned will be about a week

    3. Wanted to add on-site SEO

    4. Referenced skinbyjo.com (custom site) – thinks Maya is close to this design

    5. This doctor likes to edit his site, worked with him on his first site. Mentioned to him about customizer for this site.

    6.  Will have to clarify content with him.  He is focusing on Weight loss management & aesthetic treatment.


    Leave a Comment:




    email from doctor 
    Notes | 2017-11-08 | Catherine C. | #103345 |

    I stopped doing bariatric surgery in Pottstown, which is the original focus of the website.

    If I would like to promote medical weight management, general surgery and aesthetic treatment,

    To create more than one websites or invest more into the current one, add more content and make it searchable for more than one services, especially the website has been on for a while?

    Could you please let me know which one is better way to do it? I would like to move forward one way or the other which ever will give me a better result.


    Leave a Comment:




    Project Notes closed
    Task: New Project | 2017-11-08 | Chandra | #103338 |

    Please fill in notes and reassign to Belinda.


    Leave a Comment:




    New Order closed
    Task: Accounting | 2017-11-08 | Chandra | #103336 |

    2nd site: $1999 + 79/m


    2017-11-08 | chandra.t
    Charged.

    Leave a Comment:




    Related Accounts 
    Notes | 2017-11-08 | Chandra | #103332 |

    pottssurgical.com – https://360controlpanel.com/2015-cp?id=102083
    2nd site – https://360controlpanel.com/2015-cp?id=104290


    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    seanyuan.360temp.com

    Intro & Gallery URL: 2017-11-09
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP: 2017-12-01
    Customizer:
    Additional Pages:
    Review: 2017-11-15
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online: 2017-12-01
    Analytics Setup: 2017-11-16
    Jetpack Stats Setup: 2017-11-16
    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:
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site:
    Concept:
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    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:
    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
    2017-11-08
    2017-11-08

    Website


    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan