Sofia Rodriguez, DDS

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    Profile ID: 104300




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    Draft Submitted 
    Notes | 2018-02-08 | charles.b | #117839 |

    Hello Dr. Rodriguez,

    Please find attached an updated design with the specified image changes.
    Please let me know your thoughts!

     


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    Follow Up 
    Notes | 2018-02-02 | charles.b | #117394 |

    Hello Dr. Rodriguez,

    I just wanted to follow up to make sure the email I had sent you on Tuesday, 1/30 hadn’t gone to your spam. Just in case, please find a copy of the email below as well as a link to view the draft:

    “Hello Dr. Rodriguez,
    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. 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.”

    Draft:
    https://21651-presscdn-pagely.netdna-ssl.com/wp-content/uploads/2018/01/Sofia-Rodriguez-Draft.jpg

    _____

    Client Response Feb 4th:

    Hello Charles,

    No bad. I like the color on the background of my name, I like the font
    The ocean photo is pretty but better if we have one with less rocks.
    I like to have patients pictures with a variety of cultures features. You are showing almost only Caucasian.
    Let’s work on that for now.
    Thank you.
    ____
    Response to client 4/7
    Hello Dr. Rodriguez,

    Thank you for your feedback! Ill have those edits implemented before the end of the week!

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    Draft Submitted 
    Concepts | 2018-01-30 | charles.b | #117216 |

    Hello Dr. Rodriguez,
    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. 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


    Leave a Comment:




    New Design closed
    Task: Website | 2018-01-26 | charles.b | #117031 |

    Important:
    DR> DOESNT LIKE GREEN – don’t use any green in the site (green in images is fine, but don’t use green in deign elements)
    For logo; use script font similar to what is used in http://thomaskennedydds.com/ site.

    Current Site:
    https://southoceandental.com/

    Examples:
    Reference this site for layout:
    http://thomaskennedydds.com/

    Category:
    Dental

    Layout:
    Sectional

    Sections / Features:
    Social Media Links
    Featured Services
    Promotions
    Testimonials
    Video
    Contact Form
    Office Map
    Office Summary

    Featured Services:
    Cosmetic Dentistry
    Orthodontics
    Root Canal Treatment
    Preventive Care
    Surgery

    Overall Feel:
    Modern
    Elegant
    Visual (Minimum Text)

    Colors:

    Light Background (Dark Text)
    Navy blue, white, brown

    Neutral/Pastel

    Images:
    Ocean/water and some images of beaches (Not Tropical Beaches)


    2018-01-29 | charles.b
    Overall design looks good. Please add:
    1. Hero image (Beach image - not tropical)
    2. Add "Featured Services" title over Featured Services section

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    Follow Up Call 
    Notes | 2018-01-24 | charles.b | #116878 |

    She was a little upset that she wasn’t getting educational videos – I let her know that thesee were included in the Connect package, which also had blogging and social media setup/management. I reassured her that she can set up social media on her own as well as log on her own and that most patients briefly read the content and would like to hear from the Dr. about whichever procedure they were undertaking – she agreed to proceed without having access to educational videos

    She is fixated on having the website to reflect a calming environment – as “dentistry is very stressful”
    Colors and imagery should communicate promote a calming environment.

    – Dr. requested music background for the site (double check with belinda)
    – Dr. also requested a spanish version – if not, maybe just having the most important menu items written in a spanish version as well, similar to http://www.lucerodental.com/ (check with belinda)

    She would like to speak with vivian about possibly adding on a Branding package – had even inquired about pricing for the Connect package.

    let her know that I would proceed with creating a draft that references thomas kennedy site design

     

    *** Follow Up with Dr. requesting godaddy login credentials – also send her links to our content library so she can see our formatting as well as choose what she wants to include. I let her know that the content is generic but is readily available for her/us to personalize to her practice.


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    Follow Up 
    Notes | 2018-01-23 | charles.b | #116741 |

    Hello Dr. Rodriguez,

    Sorry, I meant to get these to you yesterday, but here are more site examples that are similar to the http://thomaskennedydds.com/ site that you had liked. All of these site examples were visual, modern and easy to navigate which, I understood you were looking for. If there was one in particular you liked, I can work on something similar to it, or we can pull elements from multiple sites to customize the design even further!

    1. http://riverwalkfamilydental.com/

    2. http://grace.dental/

    3. http://clearsmiles.com/welcome/

    Please let me know your thoughts!
    Or we can further discuss this during our scheduled call tomorrow at 9:00 a PST.


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    Initial Conversation 
    Notes | 2018-01-19 | charles.b | #116470 |

    – Practice opening around March 15

    Sent Dr. som site examples – she really liked http://thomaskennedydds.com/ I will be sending her more site examples that are similar.
    She likes and would like to utilize video backgrounds and educational videos in the content. I let her know that I would double check wether this was included in her package as well as assuring her that video background could be integrated into the header image should she be able to coordinate having a professional photographer put one together for her
    – Dr. is working on compiling Content: Bio, Profile Pic – Office photos are pending until the practice is open – let her know that I will be using generic content as well as stock imagery
    – She had stated that her daughter was working on putting the logo together – she had inquired whether this was in her package as well

    – SHE DOESNT LIKE GREEN – dont use any green in the site
    – She loves the script font used in thomas kennedy site, as well as the color (powder blue)
    – She likes beach imagery – incorporate throughout site (image on her current site she likes a lot – find similar images)

    Let Dr. know I will send her additional site examples similar to thomas kennedy dds and that we could go over these in another phone call on Monday 1/22 at 5pm if not mon then Wednesday at the same time,


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    Follow Up sent 
    Notes | 2018-01-17 | charles.b | #116142 |

    Hello Dr. Sofia Rodriguez,

    I received the content questionnaire that you had submitted. Thank you for filling it out!

    Would you like to schedule a brief phone call at a time of your convenience, so we can go over some of the items included in the design questionnaire? I just wanted to get some clarification regarding some of the design elements you would like for your website.

    You can schedule a call through the linked text “Schedule a Phone Call” in my signature.


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    Design Questionnaire 
    Notes | 2018-01-17 | charles.b | #115929 |

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    Create Temp Site received
    Task: Website | 2018-01-16 | charles.b | #115641 |

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


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    Email: Design Introduction 
    Design | 2018-01-16 | charles.b | #115640 |

    Hello Dr. Sofia Rodriguez,

    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. 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. 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=104300

    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:




    Website Design (New Design Project) closed
    Task: Website | 2018-01-15 | Chandra | #115436 |

    Select Package

    – Custom Website
    – Ownership/Exclusivity
    – Mobile Responsive
    – SSL
    – ADApt


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    Website Design (New Order) closed
    Task: Accounting | 2018-01-15 | Chandra | #115433 |

    Select Package: $4499* + 99/m** (no monthly fees in 2018 promo).

    * one-time payment
    ** monthly starts 1/1/19


    2018-01-15 | chandra.t
    Doctor provided a check for the initial payment. Charged.

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-11-13 | Justin | #104219 |

    Spoke with Dr – very nice – she wants someone who is very knowledgable – told her who we are and that the owner is a dentist as well – she likes that a lot – wants to go with Select first and move up since they are starting off a new practice – she will consult with her consultant and get back to me but she said she is interested – already has a domain


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  • Domain Information
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    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

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    Site Sucker & 301s:
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    Customizer:
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    Cancelled
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    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

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    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
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    Resolved?


    Alias Info
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    Milestones
    Introduction: 2018-01-16
    Questionnaire: 2018-01-17
    Site Download/Site Sucker:
    Temporary Site:
    Concept: 2018-01-31
    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: 2018-01-17
    Analytics Report or Jetpack Setup:
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    Google Account

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    Custom Content
    Ordered Topics: (please submit a separate ticket)
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    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
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    Introduction:
    Questionnaire:
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    Previous Site Removed:
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    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

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    Attach File(s):


    Previous Concepts:
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    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
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    Twitter
    Twitter
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    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

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    Twitter


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

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    Previous Concepts:
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    Message for Client:
    Instructions to Place on Website (ticket)
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    Send Email Confirmation

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    Cancelled


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    CSR: Pagely Ticket Created:
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    Active/Completed:
    Cancelled


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  • Email
    HIPAA
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    Inboxes Created:
  • BRC - Reputation Management
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  • Marketing




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

  • ORDERED/PAID
    Template



    Website
    2018-01-15
    2018-01-15
    Mobile
    Fluid Responsive
    2018-01-15
    2018-01-15
    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security
    2018-01-15
    2018-01-15
    ADApt
    2018-01-15
    2018-01-15
    Others


    360 Plan



    Estimates | 2017-11-13 | Justin | Website Estimate Sent

    Select


    Initial: 2 Payments of $2,249
    Monthly: $99/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

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    Get Access to Hundreds of Articles

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    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

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