Gertrude Lee l Rocklin Family Dental l CP 2017

NOTES
TEMPLATE
CUSTOM WEBSITE
DESIGN CHANGE
VIDEOS
SOCIAL MEDIA
BLOG
BRANDING
SECURITY
EMAIL
REPUTATION MGMT.
MARKETING
SALES

Reports | Client List | Lookbook | FAQ | Pricing

Alt. Contacts

Team
Dave Vivian Danny Ralph Justin Desirae Catherine Jan Jessica Charles Belinda

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

Profile ID: 104327
Client
Old Client
Lead

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

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

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CATEGORY: Note Sales Marketing Accounting Design Social Complaint

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CATEGORY: Acct. Website Sales Marketing Technical Social Blog Other

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CATEGORY: Website Sales Marketing Technical Social Blog Other

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Website Mobile Videos SEO PPC Blog Facebook Google Plus Twitter Reputation Logo SSL Adapt Hipaa Forms

Please apply SSL submitted
Task: Website | 2018-03-08 | charles.b | #118565 |

Please apply SSL

Leave a Comment:

Going Live Items closed
Task: Social | 2018-02-08 | charles.b | #117824 |

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

2018-02-09 | catherine.c
#1 & 3 done. no 301s

Leave a Comment:

Email: Your Website is Live
Design | 2018-02-08 | charles.b | #117823 |

Hello Dr. Gertrude Lee,

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://rocklinfamilydental.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:

Old Domain Info
Notes | 2018-02-08 | Desirae.G | #117802 |

199.83.129.11
199.83.131.11

0 smtp.secureserver.net 68.178.213.203
GoDaddy.com, LLC (AS26496) 60 min Blacklist Check SMTP Test
10 mailstore1.secureserver.net 68.178.213.243
GoDaddy.com, LLC (AS26496) 60 min Blacklist Check SMTP Test

ns45.domaincontrol.com
ns46.domaincontrol.com

Leave a Comment:

Follow Up
Notes | 2018-02-07 | charles.b | #117778 |

Hello Sam,

Before making the website live, I wanted to confirm whether you had wanted to transfer your domain name to our account? I can see that you have numerous emails associated with your domain name, and If we were to transfer the domain name to our account, it would sever the tie to your emails and they would no longer work. You would just have to back up your old emails (so that you can access their contents if need be) and we can set the email accounts up again on our end. The 1st email account is free of charge, any other accounts in addition after 1 we charge a $5/month. If not, I can update some setting to your domain within your account and have the website live tomorrow.

Thank you,
Charles

Leave a Comment:

Follow Up
Notes | 2018-02-07 | charles.b | #117777 |

Hello Sam,

Before making the website live, I wanted to confirm whether you had wanted to transfer your domain name to our account? I can see that you have numerous emails associated with your domain name, and If we were to transfer the domain name to our account, it would sever the tie to your emails and they would no longer work. You would just have to back up your old emails (so that you can access their contents if need be) and we can set the email accounts up again on our end. The 1st email account is free of charge, any other accounts in addition after 1 we charge a $5/month. If not, I can update some setting to your domain within your account and have the website live tomorrow.

Thank you,
Charles

2018-02-08 | charles.b
Hi Charles,
We would like to keep our existing emails and have the domain remain through GoDaddy so we don't lose anything. Thank you.

Leave a Comment:

Confirmation to go Live
Notes | 2018-02-06 | charles.b | #117600 |

Hi Charles,
Yes, you can make the website live. Thanks so much for the edits!

2018-02-06 | charles.b
Need to double check email setup

Leave a Comment:

Follow up + Feedback
Notes | 2018-02-05 | charles.b | #117473 |

Hi Charles,
I got some notes back from Dr.Lee and she likes the website, just has a few edits.
Under Community Events, she would like to delete Folsom Bridal Show 2015 and Miss Placer County 2014. Under the Services tab, she would like a colon to be added before A on the Chao pinhole surgical technique. Under sedation, she would like to delete the photo of the nitrous mask (we don’t use or have nitrous oxide- laughing gas). Under the For Patients tab, we can delete the first post op instructions (it is a duplicate of the Hard Soft night guard instructions). Also, if we could add the Pinhole post op instructions that I have attached.

Thanks, Sam

2018-02-06 | charles.b
Hello Sam, I have implemented all of the requested edit requests mentioned. Was there anything else you would like me to update (I am still working on inputting the latest photos you had provided)? Would you like me to make the new website live?
2018-02-05 | charles.b
Need to update slider images with higher res images provided by Sam
2018-02-05 | charles.b
all edits have been addressed

Leave a Comment:

Spoke with Sam
Notes | 2018-02-02 | charles.b | #117404 |

Communicated that Doctors are overall very happy with the website – there are some minor edits to content which sam will be providing.

– I let her know that I am also updating the slider images with the ones she had previously provided.

– Need to follow up and find out when they wanted to launch the new site

Leave a Comment:

Login Credentials Provided to Client
Notes | 2018-02-02 | charles.b | #117397 |

Link:
http://360temp.com/wp-login.php

UN:
rfd4750

PW:
%T#%APJT5z^fNjz7%IiRIChv

Leave a Comment:

Follow Up
Notes | 2018-01-31 | charles.b | #117280 |

Spoke with Sam

She sent the site to the doctors to take a look – Sam didnt have any edit requests aside from adding the live chat feature, which I have added.

– She will be providing me with content for Perio Protect
– She will also provide image files to replace current ones

Leave a Comment:

Follow Up + Scheduled Call
Notes | 2018-01-31 | charles.b | #117223 |

Scheduled call at 2:30 – wants to go over editing options.

Leave a Comment:

Follow Up + Scheduled Call
Notes | 2018-01-31 | charles.b | #117222 |

Scheduled call at 2:30 – wants to go over editing options.

Leave a Comment:

Email: Your Website is Ready
Template Ready | 2018-01-30 | charles.b | #117215 |

Hello Sam and Dr. Lee,

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://gertrudelee.360temp.com

After inputting the images in the slider, I noticed the images were pixelated. DO you happen to have original image files that I can replace these with?

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:

Add featured images to services + Testimonials closed
Task: Website | 2018-01-29 | charles.b | #117108 |

Links provided below to pull featured images from to add to related posts:

1. http://content.360temp.com/what-are-dental-implants/
2. http://content.360temp.com/dental-cleaning-consultation/
3. http://content.360temp.com/partial-dentures/
4. http://content.360temp.com/dental-implants/
5. http://content.360temp.com/emergency-dentist/
6. http://content.360temp.com/crowns-and-bridges/
7. http://content.360temp.com/nitrous-oxide/ (Conscious sedation page)

2018-01-30 | charles.b
edits confirmed - closing task
2018-01-30 | charles.b
edits confirmed - closing task

Leave a Comment:

Follow Up
Notes | 2018-01-25 | charles.b | #116907 |

Hi Charles,
How is the website coming along? The doctors were just curious about any updates.
___
Hello Sam,

I thought I had sent a follow-up email but I had left it on “Draft”!

I have most of the content and images in place and will be reviewing everything before sending it over to you.
Sorry for the delay, but I will have the website ready for you early next week, no later than Wednesday.

Leave a Comment:

Follow Up
Notes | 2018-01-19 | charles.b | #116447 |

Hi Charles,
Our GoDaddy hosting needs to be renewed by January 21st, so I am going to renew that today to avoid any delays or disruptions with hosting. Is that ok to do now?
Thanks, Sam

_______
Hello Sam,

Yes, that is fine to do!

Leave a Comment:

301’s
Notes | 2018-01-17 | charles.b | #115950 |

Site run through xml sitemap site but 301’s werent listed in text file for some reason – folder added to clients dropbox

2018-01-17 | charles.b
sitesucker not working as well

Leave a Comment:

Original DNS Records + IP
Notes | 2018-01-17 | charles.b | #115947 |

Domain:rocklinfamilydental.com
Registrar:GoDaddy.com, LLC
Name Servers:
ns45.domaincontrol.com
ns46.domaincontrol.com

199.83.129.11

MX attached

Leave a Comment:

Requesting XML file
Notes | 2018-01-16 | charles.b | #115736 |

Hello Sam,

I wanted to ask if you can provide me with an XML file from your wordpress site? This would be the most accurate way to migrate all of the information from your current site. From your wordpress dashboard it would be under “Tools” > “Export” > “All Content” then clicking the download export file, which you could then send as an attachment.

Please, let me know if you were able to access this!

_________

I will try to find that and let you know.

_________

Hi Charles,
I told our staff about the need to backup emails before switching our hosting and a question came up. Will email contacts transfer over? Or do we need to make sure to write all of our contacts down beforehand?
Thanks, Sam
_________

Hello Sam,

Regarding the emails, I spoke to my supervisor about this and she had mentioned that maybe forgoing the site transfer as well as moving emails may not be the best option, as the process for moving/backing up and reconfiguring emails is very time-consuming and usually requires an IT person to integrate the emails into a management system like thunderbird or outlook on your end. We do charge $5 a month for each email account that we create and host for you (so an additional $35/m for 7 emails, added to the monthly fee – the first email we provide free of charge). So if it was a decision based on trying to consolidate the expenses for you, we thought it would be more cost-effective for you to keep your domain and email hosting as is. That way your older emails will still be accessible, you wont have to hire an IT person or pay the email hosting fees.

But yes, if we do choose to proceed with transferring the domain and setting up emails, you would have to save your contacts as well and reinput them.

2018-01-17 | charles.b
So we could keep our emails and hosting with GoDaddy and remain exactly how it is now, even with a new site?
Hello Sam,
Thank you for the login credentials, I just confirmed that they work!
And yes, you can keep the emails and hosting as they are now, and once we're ready to go live with the new site, I would just need login credentials for your godaddy account so that I can update some record settings.

Leave a Comment:

Initial Conversation
Notes | 2018-01-16 | charles.b | #115709 |

They like all of the content curently on their site

** Add “Perio Protect” as a service – will need them to provide content for this

They mainly wanted something more visual, easy to navigate, and easy to use.

Sticking with the same colors in their logo

Wanted to present all of their testimonials – theyre very proud of them.

We decided on KEVIN theme

Leave a Comment:

Migrate content from old site closed
Task: Website | 2018-01-16 | charles.b | #115687 |

Add necessary posts, pages, categories to migrate content from clients current site – please dont forget to migrate images and forms.

http://rocklinfamilydental.com/

ADD EACH SEPARATE SERVICE UNER “SERVICES” TAB, AS A NEW POST AND CATEGORIZE IT UNDER SERVICES CATEGORY

Follow Navigation menu structure from their current site

some pages have been imported already – you’ll need to reformat the About Us page to bring in the video and icons

Use divi to add testimonials

you have access through 360developer103683

2018-01-25 | catherine.c
Please complete.
2018-01-23 | catherine.c
go to: http://rocklinfamilydental.com/
right below homepage slider, post-op instructions - copy all PDFs, add to new tempsite on this page - list as bullet points:
http://gertrudelee.360temp.com/post-op-instructions/
2018-01-22 | charles.b
I created a page "Post Op Instructions" - put all forms from the "Post Op Instructions" tab from their CURRENT site into the "Post Op Instructions" page as bullet points, then link each text to their appropriate form (have the forms open in a separate window)
2018-01-17 | charles.b
I updated the notes in the ticket - please follow them and ask if you have any questions - tempsite link provided below
http://gertrudelee.360temp.com/wp-admin
2018-01-16 | developershafiq
Kindly provide tempsite link

Leave a Comment:

Folloow Up
Notes | 2018-01-15 | charles.b | #115500 |

Hi Charles,
I filled out the questionnaire last week and sent it, but I will fill it out again.
Thank you for letting me know,

Sam

Public Relations
Rocklin Family Dental Group
4750 Rocklin Rd, Ste 100
Rocklin, CA 95677
O:(916) 315-3558
pr@rocklinfamilydental.com

Response:
_________

Hello Sam,

I received the questionnaire, thank you for filling it out!

Would you like to schedule a call to briefly go over some of these items included on the questionnaire as well as some design preferences for the new site?
I am available until 2:30 pm PST today and have an open schedule tomorrow 1/16 and Wednesday 1/17 if that works better for you?

2018-01-15 | charles.b
Hello Sam,
I had several calls throughout the day and wasn't able to contact you. For tomorrow, I'll give you a call at 10:30 am PST. Please let me know if you have another preferred time tomorrow and I can accommodate.
Thank you, Charles

Leave a Comment:

Design Questionnaire
Notes | 2018-01-15 | charles.b | #115488 |

Leave a Comment:

Follow Up
Notes | 2018-01-12 | charles.b | #115330 |

Hello Dr. Lee,

I wanted to follow with you to make sure that my initial email sent to you on the 10th hadn’t gone to your spam folder. Please find a copy of the email below:

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:

Email: Design Introduction
Design | 2018-01-10 | charles.b | #114712 |

Hello Dr. Gertrude Lee,

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) closed
Task: Website | 2018-01-08 | Chandra | #114192 |

Select Lite Package

– Template website
– SSL
– ADApt

Sam is the point of contact for Dr. Lee. The client would like a call today if possible.

Leave a Comment:

Website Design (New Order) closed
Task: Accounting | 2018-01-08 | Chandra | #114190 |

Select Lite Package: $1998 + 79/m

Client provided CC via RightSignature (Visa ending 9322).

2018-01-08 | chandra.t
Charged and sent invoice.

Leave a Comment:

PipeDrive
Notes | 2018-01-08 | Chandra | #114188 |

Select Lite website package (optizign) $1,999 monthly fee will be $79 is open to color scheme would like a call monday or Tuesday the sooner the better dental firm showed her the gallary of our optizign system websites liked them.

Leave a Comment:
Domain Information

Client Registrar
Hosts Email
Alias Info
Client Wordpress login info: admin RockLnFlyDG&88

Registrar Info

Milestones

gertrudelee.360temp.com

Intro & Gallery URL: 2018-01-10
Site Sucker & 301s:
Site Username (subdomain):
Map Domain in Pagely/WP:
Customizer:
Additional Pages:
Review: 2018-01-31
Tutorial: 2018-02-02
Website is Ready:

Cancelled

301:
Other Products:
Status Cake:
Live Online: 2018-02-08
Analytics Setup: 2018-01-29
Jetpack Stats Setup:
Analytics ID:
Google Account
optizign8
Analytics by Client

Shared Dropbox

Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, Welcome to Optimized360! My name is 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! 

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, 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://gertrudelee.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! 

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, 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://rocklinfamilydental.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!
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:
Hello Dr. Gertrude Lee, Welcome to Optimized360! My name is 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=&cpId=104327 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. 

Additional Recipients:

Hello Dr. Gertrude Lee, 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. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Gertrude Lee, Your design has been approved! Approved concept URL: 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. 
Task for Developers:
URL: .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: - add hover effects using DIVI - run all images through http://optimizilla.com/ - make sure EVERYTHING is linked - check mobile & tablet - all buttons should have a hover effect 

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

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, 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://.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! 

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, 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://rocklinfamilydental.com If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking "Login." We welcome any questions regarding the website editor. Thank you!
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:
Hello Dr. Gertrude Lee, My name is 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.com/61947943668171 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. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 I look forward to working on this design with you. 

Additional Recipients:
Attach File(s):
Hello Dr. Gertrude Lee, 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. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Gertrude Lee, Your design has been approved! Approved concept URL: 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. 

Task for Developers:

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

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, 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 <a href="https://calendly.com/optimized360/">schedule a call</a> 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://.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. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, 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://rocklinfamilydental.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.
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:

Hello Dr. Gertrude Lee, While we work on your website, we'd also like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter or Google Plus profiles created, please send login credentials so that we may update what's necessary. Thank you, and we look forward to working with you. 

ADDITIONAL EMAIL TO:

Hello Dr. Gertrude Lee, Your social media accounts have been created and added to your website. Below are instructions per Social Media profile, please complete and confirm accounts. FACEBOOK URL: Please log onto your personal account and hit the "like" button on your Facebook Profile. Once you have done so, please send us the email address for your account. We will then add you as a manager of the profile. Once added, you will get a notification in your Facebook account to accept the invitation. You will be able to make posts, upload pictures and do as you please just like a personal profile. GOOGLE PLUS URL: Google will send a postcard to your office with a PIN number. Please send that to us for verification. TWITTER URL: Username: Password: Email: pr@rocklinfamilydental.com Please log onto http://www.twitter.com and confirm the account. If the account is not confirmed, the might be marked spam in the future. We'll be glad to walk you through this process, please give us a call at 1-800-997-9368. Thank you and let us know if you have any questions! 
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:

Hello Dr. Gertrude Lee, While we work on your website, I would like to get a few notes regarding the logo design for your practice. Please take a few minutes to fill out our design questionnaire below. This should give me a better idea of the of personal elements that you're looking for. URL: https://form.jotform.com/70956298309166 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. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 Process 1. You will receive an initial five concepts to start with. We can mix and match designs! At this point, try to focus on shapes and fonts rather than color. 2. Revisions: You will get approximately to 5 rounds of revisions. Let us know what suites you and what does not, don't worry, we'll try our best to get them as close as possible! 3. Approval: After the logo is approved, we'll send you a set of files that can be used with any print shop or graphic designer. We'll also add it to the website. If you have any questions, please feel free to let me know. 

Additional Recipients:

Hello Dr. Gertrude Lee, Based off of our discussion I have compiled a few concepts for your initial logo design. Please pay attention to the different styles, fonts and symbols that are on the submission. Let me know what your thoughts are on each or if you'd like bits and pieces of each concept. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Gertrude Lee, Your logo has been approved! Here are your finalized files: Please feel free to let us know if you have any questions regarding the files and/or have trouble viewing them. Thank you. Instructions to Place on Website (ticket) Replace the logo on current website. Here are the files:
Username: Password:

Reviewed:
Placed on Website:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, We've converted the forms on your website as previously discussed. You will no longer receive the submission through email, but will be notified to log in to view submissions. You can log onto: URL: https://jotform.com Username: Password: Please let us know if you have any questions regarding the forms, we'll be happy to help. Feel free to call 1-800-997-9368 or email support@optimized360.com. Optimized360 Support

Reviewed:
Active:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, Congratulations! ADApt is now installed onto your website. When patients visit your site, they will be able to click on the 'accessible' icon bar at the bottom of the screen to convert the site. Please let us know if you have any questions regarding ADApt and site accessibility. Optimized360 Support

CSR: Pagely Ticket Created:

Domain Mapping: DB Search & Replace:
Active/Completed:
Cancelled

Send Email Confirmation
ADDITIONAL EMAIL TO:
Hello Dr. Gertrude Lee, We have successfully installed SSL Security Certificate on your website. You will see the domain convert from http: to https: when visiting your website. Please let us know if you have any questions regarding this. Thank you! Optimized360 Support
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
2018-01-08
2018-01-08

Website

Mobile
Fluid Responsive
2018-01-08
2018-01-08
Videos

Marketing

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email

HIPAA Form

SSL Security
2018-01-08
2018-01-08
ADApt
2018-01-08
2018-01-08
Others

360 Plan

Rocklin Family Dental

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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Task for Developers:

Task for Developers:

Notes

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

Facebook

Google Plus

Twitter

Send Email Confirmation

Send Email Confirmation

Send Email Confirmation