Today · 9:14 AM · Upload
Dr. Dan uploaded a video
Patient testimonial clip for Funnel 3. He asked to keep the green end slate.
🎬 testimonial-oct28.mp4 · 184 MB · Download (mock)
a · Request list
b · Client page
c · Unsorted
d · Portal phone
e · Sign-in
f · Touchpoints
g · Approve draft
Client requests
One list for email, text, portal notes, uploads, and phone notes. Sample data for Easy’s agency team.
4
New
2
In progress
1
Done today
2
Unsorted
| When | Client | Channel | Summary | Status |
|---|---|---|---|---|
| Today · 9:14 AM | Dr. Dan | Upload | New funnel video · patient testimonial clip | New |
| Today · 8:02 AM | Dr. Dan | Text | “Can we use the green logo on the end slate?” | New |
| Yesterday · 6:41 PM | Unknown | From someone@example-clinic.test — “Intro call?” | Unsorted | |
| Yesterday · 2:20 PM | River Bend Dental (fake) | Portal | Note: wants reply by text this week | In progress |
| Mon · 11:05 AM | Northside HVAC (fake) | Sent draft homepage copy for review | In progress | |
| Mon · 9:30 AM | Dr. Dan | Phone note | Called about Funnel 2 launch date | Done |
| Sun · 4:12 PM | Unknown | Text | From (555) 010-2299 — “Is this iQ?” | Unsorted |
Dr. Dan
Pilot client · iQ Video Funnels · Prefer replies by text
Org 3 · agency client
Open portal view
History
Today · 8:02 AM · Text
From (555) 010-4412
“Can we use the green logo on the end slate?”
Yesterday · 3:18 PM · Email → clients@inbox…
dan@example-clinic.test
Subject: Raw clips from Monday shoot — two more takes attached as links in portal.
Mon · 9:30 AM · Phone note (Easy)
Easy logged a call
Talked Funnel 2 launch. Dan wants soft launch next Tuesday. Status set to Done.
Last week · Portal note
Dr. Dan via client portal
“Please reply by text. Email gets buried.”
Contact
Email
dan@example-clinic.test
Text
(555) 010-4412
Portal
ops.iqopssuite.com/p/dr-dan (mock)
Reply preference
Text · then email · video OK
Weekly touchpoint
Recurring check-in. Team drafts it; Easy must approve before anything sends.
Next due: Wed Oct 29 · status Needs draft
Open this week’s draftUnsorted senders
Mail or texts that did not match a known client address or phone. Match them once; future messages file automatically.
Email · someone@example-clinic.test
Yesterday · 6:41 PM · to clients@inbox.iqopssuite.com
Subject: Intro call?
Hi — we met at the association dinner. Interested in video funnels for our office.
Match to a client
- Dr. Dan · dan@example-clinic.test · (555) 010-4412
- River Bend Dental (fake) · hello@riverbend.test
- Create new client…
Text · (555) 010-2299
Sun · 4:12 PM · to agency business number
“Is this iQ?”
Scheduled touchpoints
Weekly updates per client. Status moves: Needs draft → Drafted → Waiting for Easy → Approved → Sent. Nothing sends without Easy’s approval.
Touchpoint draft · Dr. Dan
Wed Oct 29 · 10:00 AM America/Chicago · preferred channel: Text. Easy must tap Approve and send.
Preview (SMS)
Hi Dan — quick Wednesday check-in from iQ. Funnel 3 testimonial is in; we’ll use the green end slate. Soft launch for Funnel 2 still looks good for next Tuesday. Reply here if you want anything changed. — Easy
~ 268 characters · may send as 2 segments
MOCKUP only — nothing was sent. In the real build this would queue the SMS after Easy’s approval.
Rules
- Team can draft and edit.
- Only Easy (or a role he names later) can Approve and send.
- If the preferred channel is video, this screen asks for a short recorded clip instead of text.
- Skipped weeks stay marked Skipped — never auto-send a stale draft.
Client portal · Android phone
What Dr. Dan sees on his phone. Upload replaces outside sites like catherding.org.
iQ Ops
Hi Dr. Dan · Video Funnels
Send us something
Upload video or file
Tap to choose · large videos OK
testimonial-oct28.mp462%
Your history stays on this page
Portal sign-in
Magic link by email or text. Optional private link. If a password is ever used, it must have a show/hide eye toggle.
iQ Ops · Client portal
Enter the email or phone on your account. We’ll send a one-time sign-in link. No password to remember.
or
Password example (only if needed later) — show/hide required:
Mockup demo of the eye toggle. Magic link is the preferred sign-in.