Stephen Stark

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    Profile ID: 104324




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    Follow Up 
    Notes | 2018-01-30 | charles.b | #117172 |

    Hello Dr. Stark,

    I wanted to follow up and see if you had had some time to consider some of the website examples I had provided in my previous email?
    If you’d like, we can go over these sites over a scheduled phone call?


    Leave a Comment:




    Follow Up 
    Notes | 2018-01-23 | charles.b | #116739 |

    Hello Dr. Stark,

    Thank you for filling out the questionnaire.

    Looking through some of the example websites you had provided, I think we can make your website even better than these examples!
    I’ve included some website examples below for your consideration. I am aware that these sites may not be related to your specific specialty, but we can still reference them for website layout and structure. Please note that the last one is an image of what the homepage layout of this website would look like. The first 2 examples are actual websites.

    1. http://williamclark2.360sites.net/

    2. http://gurmejdhillon.360sites.net/

    3. https://21651-presscdn-pagely.netdna-ssl.com/wp-content/uploads/2017/12/chiang-eric-1.jpg

    Please let me know your thoughts!

    Also is there a best time I can give you a call to over some of the items included on the Design Questionnaire you had filled out?


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    Notes 
    Notes | 2018-01-23 | charles.b | #116733 |

    Dr. Filled out design questionnaire – still not clear on what he would like. The sites he included were very old and don’t look good. I will call to get a better understanding from him over the phone.

    From the examples he provided he may want something white and bright, clean, and modern.

    Examples to send:
    http://williamclark2.360sites.net/

    http://gurmejdhillon.360sites.net/

    https://21651-presscdn-pagely.netdna-ssl.com/wp-content/uploads/2017/12/chiang-eric-1.jpg


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    Other address included in Practice address area 
    Notes | 2018-01-23 | charles.b | #116731 |

    Info was different from everything else given so recording as a note:

    2825 J St #235
    Sacramento
    CA
    95816


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    Design Questionnaire 
    Notes | 2018-01-17 | charles.b | #116074 |

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    Follow Up 
    Notes | 2018-01-16 | charles.b | #115714 |

    Spoke with Dr. Stark

    He confirmed that he was procrastinating – mainly bought the package because offer was expiring, so he hadn’t really considered everything he had wanted to change about the site. He said he would look over the .questionnaire and try to get me something today.


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    Follow Up 
    Notes | 2018-01-10 | charles.b | #114836 |

    Hello Dr. Stark,

    I just wanted to follow up to see if you had a moment sometime this week to fill out the Design Questionnaire? I’ve included the link below:

    URL: https://form.jotform.us/61947943668171??Designer=charles.b@optimized360.com&cpId=104324


    2018-01-12 | charles.b
    saw that Dr. had opened email 1/11/18

    Leave a Comment:




    Email: Design Introduction 
    Design | 2018-01-03 | charles.b | #113378 |

    Hello Dr. Steven Stark,

    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=104324

    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


    2018-01-05 | charles.b
    I look forward to working with you
    I have “allot on my plate this week”
    And can meet next week;
    Best regards
    Stephen
    916 425 0404


    _______________ Response:
    Hello Dr. Stark,
    Thank you for the update! That's fine I'll make note of this.
    Do you think you'll have time sometime next week to fill out the design questionnaire, so I can get a better sense of some of the elements for your website? Afterwards, we can schedule a call to further clarify these elements.
    Was there a preferred day and time next week we can go over the questionnaire (once you have finished it)?

    Leave a Comment:




    Create Temp Site received
    Task: Website | 2018-01-03 | charles.b | #113379 |

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


    2018-01-05 | charles.b
    I look forward to working with you
    I have “allot on my plate this week”
    And can meet next week;
    Best regards
    Stephen
    916 425 0404

    _______________ Response:
    Hello Dr. Stark,
    Thank you for the update! That's fine I'll make note of this.
    Do you think you'll have time sometime next week to fill out the design questionnaire, so I can get a better sense of some of the elements for your website? Afterwards, we can schedule a call to further clarify these elements.
    Was there a preferred day and time next week we can go over the questionnaire (once you have finished it)?

    Leave a Comment:




    Website Design (New Design Project) closed
    Task: Accounting | 2017-12-29 | Chandra | #113023 |

    Select Package + HIPAA Forms

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


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    Website Design (New Order) closed
    Task: Accounting | 2017-12-29 | Chandra | #113016 |

    Select Package + HIPAA Forms

    Select Package: $4500* + 148/m** (no monthly fees in 2018 promo).

    * one-time payment
    ** monthly starts 1/1/19 ($99 + $49 HIPAA)

    Dr. Stark provided CC via phone (American Express ending in 6024).


    2017-12-29 | chandra.t
    Charged and sent invoice.

    Leave a Comment:




    PipeDrive 
    Notes | 2017-12-29 | Chandra | #113011 |

    Select custom website $3,999 + $500 hippa forms monthly fee will be $99 +$49 for hippa =$148 client is paying for the whole initial cost upfront to get 1 year free. (please be advised this was old pricing Justin quoted went back forth finally decided to move forward.) is open to color scheme please be aware that he is a little older and does ask alot of questions very computer non savi !!! wants a call on tuesday between 1pm and 2pm.


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  • 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:
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    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: 2018-01-03
    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:
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    Analytics Setup:
    Analytics Report or Jetpack Setup:
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    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



    Website
    2017-12-29
    2017-12-29
    Mobile
    Fluid Responsive
    2017-12-29
    2017-12-29
    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form
    2017-12-29
    2017-12-29
    SSL Security
    2017-12-29
    2017-12-29
    ADApt
    2017-12-29
    2017-12-29
    Others


    360 Plan