New Horizons Dental Lab

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    Team


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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 104315




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

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    Crop images and replace current ones closed
    Task: Website | 2018-02-28 | charles.b | #118435 |

    Replace current images on Meet our Team page with attached files – Add names of clients underneath each image (names on image files)

    https://www.dropbox.com/sh/hwzp632zn8otzkb/AAB2b5XsvDPx-HsP_WUTS8Cga?dl=0

     


    2018-03-05 | developershafiq
    Images updated , Kindly review
    2018-03-05 | charles.b
    hello shafiq - update on this task?
    2018-03-02 | charles.b
    HEllo Shafiq - Sorry this is the correct link for the staff images
    https://www.dropbox.com/home/Design/Projects/patel%20-%20champa/UPDATED%20STAFF%20IMAGES
    Please replace current with these ones

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    Follow Up 
    Notes | 2018-02-02 | charles.b | #117462 |

    Hello Champa,

    I just wanted to follow up to see if you were able to compile the product images as well as staff bios?
    Also, I wasn’t able to open the Previous brochure 3 attachment as it is a .pub format. Could you resend this as a docx file or some other word document, or you could even copy and paste the contents into a google doc file and share the link with me? Whichever is easiest for you!


    Leave a Comment:




    Add Images closed
    Task: Website | 2018-02-02 | charles.b | #117452 |

    Create a “Meet Our Staff” page – Add this page as a submenu under About Us

    Add images attached using divi 1/3 – 2/3 layout – Just add the images for now as there is no text to go along with the images


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    Follow Up Sent 
    Notes | 2018-01-16 | charles.b | #115754 |

    Hello Champa,

    I just wanted to follow up to see if you were able to address some of the items in the previous emails?

     

    Response from Client

    _______________

    Hi Charles,
    I have some stuff for you.
    I am attaching a copy of a brochure I have in the works, I think that might help clarify some stuff for you.
    You can take the pictures off this brochure, if that is possible, and add them to the site
    I attached a word document with images of the staff and myself for a Meet the Staff page.  I will have an introduction paragraph for each person as soon as I can get each of them to write down some stuff.
    I was wondering if it is possible for me to access the working document and make a few adjustments?  Of course if we can do a Teamviewer meeting or some other screen share meeting where I could see the changes being made and I could give input as the changes are being done I thing that might be easier also.
    HOME PAGE
    1) When I click on one of the buttons at the top it seems that nothing happens, but that’s because you have to scroll down to see the page.  Can we have the info come up immediately instead of having to scroll down?
    2) Remove the links to the services on the bottom of the Home page.  There is a button at the top for that
    3) Remove testimonials from the home page
    4) Remove our other services from the home page
    ABOUT US PAGE
    1) Remove insurance Info.  We deal directly with the dentist office so no need for insurance info.
    2) Re-write welcome message under office – since we do not deal directly with patients and usually only over the phone with the dentists offices.
    3) Payment options: We accept payment by check, e-check, Visa or Mastercard.  Credit card payments are subject to a small processing fee.
    POLICIES
     – working on it
    TESTIMONIALS
     – maybe leave it open for me
    PRICING GUIDE
    – take the lead form the brochure I have attached. A little more organized like a table and remove the prices.
    SCHEDULE
    – rename to: RETURN SCHEDULE or something more appropriate
     – put the write up from the policies section to here also
    SERVICES
     – would like to talk about that in more detail with you over the phone.
    CONTACT
    -a little weird seems to go on a little bit.
    Call me if necessary. 720-231-9795
    I’m going home now but I will answer since I have bluetooth. 😀
    Staff pictures for Newsletter

    Leave a Comment:




    Follow Up Sent 
    Notes | 2018-01-16 | charles.b | #115752 |

    Hello Champa,

    I just wanted to follow up to see if you were able to address some of the items in the previous emails?


    Leave a Comment:




    Follow Up 
    Notes | 2018-01-12 | charles.b | #115312 |

    Hello Champa,

    Thank you for speaking with me today!

    Just a recap of our conversation earlier:

    1. You were going to go through the site in detail to list various edits you would like me to make in specific pages.

    2. You would be providing me images (also instructions on where to input these photos)

    3. I will be removing the main image of the man in blue, but you would be replicating the pose of this image at your practice, as this current image the man is working on bridges, which you don’t do.

    4. You would be working creating social media profiles (Facebook, Twitter Google business listing) I’ve included a link to set up your Google business listing – it’s simple and really intuitive to set up.

    https://www.google.com/business/

    5. You had instructed me that if I hadn’t received an email with some updates by Monday afternoon, to give you a call and use my “colorful language” 🙂


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    Follow Up 
    Notes | 2018-01-12 | charles.b | #115299 |

    Spoke With Champa on phone – She listed some edits which I have already addressed.

    She realized how much she needed to get involved stating”the ball is in my court”. I let her know to go through the site in detail and to list all of the eidts she would like for each page. She agreed and asked that if I dont recieve anything from her by Monday afternoon 1/15/18 to send her an email and give her a call to get the updates.

    Overall she liked the site:

    – Told her I would look into making the translucent square over hero images more transparent, as she doesnt like how it covers the image.

    – She had mentioned she doesnt want any forms on the page – most clients dont email but call in (I have removed all forms from site already)

    – She will be sending me updated images

    *** Sent her an email of recap of our conversation


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    Follow Up 
    Notes | 2018-01-08 | charles.b | #114314 |

    Hello Champa,

    I just wanted to follow up and make sure my previous email hadn’t gone to your spam folder. Please find below a copy of the email that was sent:

    Congratulations! Your website is ready for your review.

    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://champapatel.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.


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    Email: Your Website is Ready 
    Template Ready | 2018-01-04 | charles.b | #113850 |

    Hello Champa,

    Congratulations! Your website is ready for your review.

    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://champapatel.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:




    Design # 1737 
    Notes | 2018-01-03 | charles.b | #113623 |

    Design # 1737


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    Design # 1737 
    Notes | 2018-01-03 | charles.b | #113622 |

    Design # 1737


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    301 Redirects 
    Notes | 2018-01-03 | charles.b | #113586 |

    http://www.denturesonimplants.com/
    http://www.denturesonimplants.com/site1/index.html


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    Follow Up 
    Notes | 2017-12-28 | charles.b | #112750 |

    Hello Champa,

    I hope you had a wonderful Christmas holiday!

    I apologize for the delay in getting your website to you for review. I should have it to you mid to late next week as we will be closed on Monday.


    2018-01-02 | charles.b
    Response from Dr. 1/2/18:
    Hello Charles,
    Hope the holidays were kind to you.
    I'm back in the seat and ready to go. Look forward to the review.
    Thanks

    Leave a Comment:




    Follow Up 
    Notes | 2017-12-19 | charles.b | #111141 |

    Hello Champa,

    I just wanted to touch base and see whether you had additional content ready you would like to provide me; such as a Logo (preferably eps, if not available, jpeg will work) or Doctor/staff images/bio? You had also mentioned sending me updated images of some of the products that you make?
    No rush, I just recall you saying that you needed reminders and a push from me to help you keep the project moving forward 🙂

    Thank you,
    Charles


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    Original DNS + IP 
    Notes | 2017-12-13 | charles.b | #110115 |

    Domain:denturesonimplants.com
    Registrar:GoDaddy.com, LLC
    Registrant Name: thomas wade
    dns1.stabletransit.com
    dns2.stabletransit.com

    184.106.55.25


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    Initial Conversation 
    Notes | 2017-12-13 | charles.b | #110110 |

    ** Doctor is busy and needs constant follow ups to help push her
    Spoke with Champa, the new owner of the practice – She didnt have many design preferences for the website – even the questionnaire she had filled out she had left many areas blank. She is leaving the these design preferences to us.

    – She was apologetic about not being responsive – stated she is very busy as the owner and let her know that if she needs time, let me know and that we dont want to rush her.

    Practice is catered towards doctors themselves, not the clients, so will include more technical images

    – she didnt list any of her preferences for sections on the DQ and had some ideas on presenting the staff on the front page – I let her know a better way to present this, she agreed and understood that we should be presenting a more comprehensive view of her practice as opposed to featuring information that isnt very important to visitors to her site.

    – Doctor is working on providing me with images (I had requested original images, as she had provided a pdf brochure with images embedded in them)

    – also let Champa know that we have some content regarding dental labs and that she can provide any other content for specific procedures.

    – She is fine with me using text and stock images as placeholders while she compiles more content and images
    – Her main concern was making the website mobile responsive
    *** Doctor provided a brochure of information which she stated is best to reference as the information on it is more current than the website
    *** Doctor is also working on a new logo which she will provide once done

    *** Doctor also has 3 domain names – doesnt have a preference for which one to use (will use newhorizonsdentallab.com) others will be forwarded to this one

    *** Will get her a website by the end of next week (12/22) that way she has a better visualization on where she can place the content she was working on.


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    Follow Up 
    Notes | 2017-12-08 | charles.b | #109409 |

    Called and left message – let client know I will be in until 5pm PST


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    Follow Up 
    Notes | 2017-12-07 | charles.b | #109180 |

    Will do Champa!

    At the moment I just needed a little more design specification from you to choose an appropriate them to begin populating your website. Did you have a preference for an overall feel for your site? Did you want something modern, elegant, simple and clean, professional, sleek, white and bright? I noticed that your current site is more sleek and technical, is this a design approach that you would like us to continue with?

    Also, did you have any content you can provide me (Logo File, Doctors Bio/image, Staff images, Office images)? I can use your current site to begin retrieving text content but would need you to provide images so that I can display them at their best resolution 🙂

    If its easier to explain over the phone, please feel free to schedule a call through the link in my signature, or just give me a call!


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    Design Questionnaire 
    Notes | 2017-12-05 | charles.b | #108453 |

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    Follow Up 
    Notes | 2017-12-05 | charles.b | #108393 |

    Hello Dr. Patel,

    I was wondering if you had received my introduction email on Friday 12/1?

    If not here was a copy of the initial email:

    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 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!

    Were you available sometime today or later in the week to go over some information regarding the content and design preferences of your website?


    2017-12-05 | charles.b
    Hello Dr. Patel, Thank you!
    Sorry, I didn't mean to make you feel rushed! Please take your time. I will be able to get started with the information you had provided and will contact you should I need any clarification.
    2017-12-05 | charles.b
    Hi Charles, I did receive your email. Just got busy.
    I just filled in the form and hit submit at least that can get you started I hope.
    I need to get some pictures to you and other stuff. Please bear with me. :)
    You can call me on my cell after 3pm if that will help. 720-231-9795

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-12-01 | charles.b | #108042 |

    Hello Dr. Champa Patel,

    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 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:




    Website Design (New Design Project) received
    Task: Website | 2017-12-01 | Chandra | #107813 |

    Optizign Package (template)

    – Select From Our Gallery
    – SSL/HTTPS Certificate

    Available Monday 8am & 2pm


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    Website Design (New Order) closed
    Task: Accounting | 2017-12-01 | Chandra | #107802 |

    Optizign Package: $1600 + 99/m (20% off $2000 cyber monday promo).

    Client provided CC via phone (Visa ending in 0815).


    2017-12-01 | chandra.t
    Charged and sent invoice.

    Leave a Comment:




    PipeDrive 
    Notes | 2017-12-01 | Chandra | #107800 |

    Champa Patel signed up with us today took advantage of cyber week special got out optizign package with 20%off $1,599.00 took first half of $799.00 to get started would like a call anytime on Monday between 9am and 2pm PST is open to suggestions and color scheme options said she has several domain name options to chose from she will let us know on Monday which domain name she will like to go with.


    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    champapatel.360temp.com

    Intro & Gallery URL: 2017-12-02
    Site Sucker & 301s: 2017-12-13
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review: 2018-01-03
    Tutorial:
    Website is Ready: checked

    Cancelled
    301: 2018-01-03
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2018-01-03
    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:
    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
    2017-12-01
    2017-12-01

    Website


    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security
    2017-12-01
    2017-12-01
    ADApt


    Others


    360 Plan