Willow Glen Dental

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    Team


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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 104339




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

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    Add content closed
    Task: Website | 2018-02-28 | charles.b | #118481 |

    1. Pull forms from old site and add them to the patient forms page – add them as divi buttons and have links open in new window. – http://willowglendental.com/forms.php

    2. Add items in FAQ into toggle menus through divi

    3. Make body font throughout site size 12pt

    4. link phone number and email on contact page

    5. Add contact form onto contact page – designate email as info@willowglendental.com
    add office hours as well – use divi and reference this example – http://stephenhuffman.360temp.com/contact/

    6. Add a testimonials form on testimonials page – reference this example – http://stephenhuffman.360temp.com/testimonials/ – set email to the same as contact form

    7. add images into a slider on office page

    8. Set smile gallery post on draft


    2018-03-09 | charles.b
    edits confirmed closing task
    2018-03-09 | charles.b
    edits confirmed closing task
    2018-03-01 | charles.b
    PLease put testimonials in 4 module layout
    2018-03-01 | charles.b
    edits confirmed closing task

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    Original DNS + IP + MX 
    Notes | 2018-02-08 | charles.b | #117845 |

    Domain:willowglendental.com
    Registrar:GoDaddy.com, LLC
    Name Servers:
    pdns03.domaincontrol.com
    pdns04.domaincontrol.com

    0 sitemail2.everyone.net 216.200.145.36
    10 sitemail.everyone.net

    209.90.125.206


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    301 Redirects 
    Notes | 2018-02-08 | charles.b | #117844 |

    HOME


    http://willowglendental.com/index.php
    http://willowglendental.com/office.php
    http://willowglendental.com/insurance.php
    http://willowglendental.com/contact.php
    http://willowglendental.com/treatment.php
    http://willowglendental.com/questions.php
    http://willowglendental.com/gallery.php
    http://willowglendental.com/page.php?t=reviews
    http://willowglendental.com/staff.php
    http://willowglendental.com/forms.php
    http://willowglendental.com/appointment.php
    http://willowglendental.com/treatment.php?treatment=1
    http://willowglendental.com/treatment.php?treatment=2
    http://willowglendental.com/treatment.php?treatment=7
    http://willowglendental.com/treatment.php?treatment=8
    http://willowglendental.com/treatment.php?treatment=5
    http://willowglendental.com/treatment.php?treatment=9
    http://willowglendental.com/treatment.php?treatment=62
    http://willowglendental.com/treatment.php?treatment=10
    http://willowglendental.com/treatment.php?treatment=55
    http://willowglendental.com/treatment.php?treatment=11
    http://willowglendental.com/treatment.php?treatment=3
    http://willowglendental.com/treatment.php?treatment=14
    http://willowglendental.com/questions.php?page=1
    http://willowglendental.com/questions.php?page=2
    http://willowglendental.com/questions.php?page=3
    http://willowglendental.com/questions.php?page=4
    http://willowglendental.com/questions.php?page=5
    http://willowglendental.com/clinic/willowglendental/forms/welcome.pdf
    http://willowglendental.com/clinic/willowglendental/forms/Health_History%202.pdf
    http://willowglendental.com/clinic/willowglendental/forms/HIPAA.pdf
    http://willowglendental.com/clinic/willowglendental/forms/Privacy_Practice.pdf


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    Follow Up form Dr. 
    Notes | 2018-02-06 | charles.b | #117604 |

    Hi Charles,

    Here are some of the websites that I liked:

    Welcome to Massih Orthodontics


    I liked the modern, clean geometrical lines of this one but not sure how well it would translate with a stock photo as the main photo instead of a single doctor. I also like how the background scrolls differently than the text.

    Welcome to Bates Dental


    I like how the “Book an Appointment” tab and the bar on the top stays fixed and doesn’t go away when scrolling. Also like the text scrolling on the fixed background. I would prefer to have the links listed across the top, rather than a hamburger menu

    Home


    I like the general layout of this one but feel like it lacks easily accessible information.

    I prefer to have the landing page short, with not much scrolling required. As far as the main menu bar items: About Us, Services, Smile Gallery, Patient Education, New Patients, Contact

    Hopefully thats enough for us to start working with.

    Thanks,


    2018-02-08 | charles.b
    Hello Dr. Kong,
    Thank you for that information. I am looking through our themes to find one that combines most of the elements of these sites that you had listed. I wouldn't be able to get everything due to the nature of the product being from our prepopulated system (as the sites you had referenced were all custom designs, *though we do have a theme similar to Bates Dental*). But again, I'll work on customizing the site to the extent I can to get you something very close to what your preferences are.
    Thank you,
    Charles

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    Follow Up 
    Notes | 2018-02-05 | charles.b | #117521 |

    Hello Dr. Kong,

    Thank you for the speaking with me earlier today.

    I just wanted to include some of the points we had gone over during our conversation:

    1. You would be providing me with the AI file for the new logo
    2. Your Office manager was compiling headshots/bios for your staff members for me to include on the site
    3. New office images will be taken and provided to me sometime in the near future
    4. Here was a link to Shutterstock if you would like me to acquire some particular images for the website. Simply provide me the URL or the “Stock Photo ID”
    5. Providing me with login credentials for the godaddy account where your domain resides, when available

    Please don’t hesitate to contact me if you have any further questions!

    Thank you,


    2018-02-05 | charles.b
    Dr. Provided AI files for logo
    Response: Hello Dr. Kong, Thank you for providing those files! Ill see what works best!

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    Login Creds for Drbrian 
    Notes | 2018-02-05 | charles.b | #117507 |

    UN: drbrian
    PW: 2LfY#f9@8xlM2)RSp3G@d@Wx


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    Login Creds for Drbrian 
    Notes | 2018-02-05 | charles.b | #117506 |

    UN: drbrian
    PW: 2LfY#f9@8xlM2)RSp3G@d@Wx


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    Migrate Content from Current Site closed
    Task: Website | 2018-02-05 | charles.b | #117504 |

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

    DONT add content from “Treatment” tab – use our content for those same procedures: http://content.360sites.net/category/dentistry/

    Add insurance logos in Insurance page using divi 1/4 – 1/4 – 1/4 -1/4 layout – be sure to link logos

    Add all elements in “Questions” tab into a new “FAQ” page using divi “Toggle” module

    Add a “Meet the Doctors” and “Meet the Team” pages

     

    Access through:

    360developer103683

    briankong.360temp.com


    2018-02-20 | developershafiq
    There is JS on all inner pages, which is not allowing divi slider and FAQ toggles to work.Photos added and FAQ as text. Kindly Review
    2018-02-19 | catherine.c
    1. On this page: http://briankong.360temp.com/meet-the-doctors/
    - add photos & bios from here: http://willowglendental.com/staff.php
    2. Request an Appointment form on right sidebar - edit jotform to match this form: http://willowglendental.com/appointment.php
    3. On this page: http://briankong.360temp.com/office/
    - take photos from here: http://willowglendental.com/slideshow.php
    - create a slider, add to top of Office page
    4. For Treatment category, add this service:
    - http://content.360sites.net/what-is-periodontal-disease/
    5. http://briankong.360temp.com/faq/ - toggles not opening, please fix

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    Initial Conversation 
    Notes | 2018-02-05 | charles.b | #117500 |

    Overall feel he likes is Modern/Clean/Simple?Visual/Easy to Navigate

    Colors – Teal and Gray (Same as what they have on the current site)

    They have several emails associated with domain name – I let him know that if domain is transferred over, he would have to back up emails and would no longer be able to access them from his email software – he was fine with this and let me know there were only a couple emails that they will be using for the new site.

    – Dr. is providing me with updated logo file
    – Had stated that the content from their current site is fine to migrate over
    – use OUR content to replace theirs
    – Its a multi-Doctor practice and wanted the welcome area to be a general introduction to the practice where the button links to the meet the doctor’s page
    – He has a staff of about 25 people and is having office manager compile biographies/images for each, which he will provide once he has them

    – He may want to use images of the San Jose area or personal photos in the website so that they’re not all stock images – I let him know that we use shutterstock and that he can browse the platform and notify me of any images he likes or would like me to acquire for the website.

    – Doctor mentioned that they don’t have a time frame for this website – Don’t let him prolong the process…
    **** Dr. mentioned that they havent chosen a theme yet, which he will consult with the other doctors this week to decide on one to use.

    *** I requested that doctor get login credentials for godaddy account where domain resides – old hosting company has all access to this information. He said he would get these and provide once he has them


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    Follow Up 
    Notes | 2018-02-02 | charles.b | #117466 |

    Hello Dr. Brian Kong,

    Thank you for filling out the design questionnaire! Is there a best time next week we can go over some of the elements of the questionnaire during a phone call? Were there any site examples you had seen that you liked, just to give me a better understanding of what it is you’re looking for?

    You can schedule a call through the ” Schedule a Phone Call” link included in my signature below.

    I look forward to speaking with you!


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    Design Questionnaire 
    Notes | 2018-02-01 | charles.b | #117357 |

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    Email: Design Introduction 
    Design | 2018-02-01 | charles.b | #117355 |

    Hello Dr. Brian Kong,

    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


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    Website Design (New Design Project) received
    Task: Website | 2018-01-31 | Chandra | #117245 |

    Select Lite Package

    – Template website
    – SSL
    – ADApt


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    Website Design (New Order) closed
    Task: Website | 2018-01-31 | Chandra | #117244 |

    Select Lite Package: $1,500 + $79/m

    Client provided CC via RightSignature (Visa ending 7145).


    2018-01-31 | chandra.t
    Charged and sent invoice.

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  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    briankong.360temp.com

    Intro & Gallery URL: 2018-02-01
    Site Sucker & 301s: 2018-02-08
    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: 2018-02-08
    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
    2018-01-31
    2018-01-31

    Website


    Mobile
    Fluid Responsive
    2018-01-31
    2018-01-31
    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security
    2018-01-31
    2018-01-31
    ADApt
    2018-01-31
    2018-01-31
    Others


    360 Plan