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DNA+ Connect · Team Operations
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Connect Queues

Intake Engage Convert Rebook Answer Call Queue

Connect Reports

Performance Metrics Speed to Lead Qualify Monitor Conversion Report

Connect Tools

Task Radar Downtime Checklist Reconnect Partners Card Capture Knowledge Base Team Schedule GHL Hygiene

Connect Resources

Handbook Academy Service Certification Connect Roadmap

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Connect

Welcome back.
Liveoperations —median S2L · 30d
Lead Lifecycle · Live
Pipeline detail
Intake 01
—
new leads to triage
Engage 02
—
calls due
Convert 03
—
unread messages
Task Radar 04
0
due now
≤30 min 0
Today
—
15%
—
20%
—
Weekend · every booking is a bonus
awaiting data
AnswerINBOUND Inbound calls · post-call wrap —in queue Open
—
Answered today
—
Missed today
—
Answer rate
—
Time to answer
—
Top performer
—
Scoreboard
—
Score
—
Touches
—
Efficiency
Booked todayall locations
—
new-patient bookings
—this week
—this month
—best day
Bookings by location
Location Scoreboard
— total booked

Today's Call Schedule

Today's call schedule from GHL follow-up tasks. Claim a call to take it, open the contact in GHL, then mark it handled.

0Due now
0≤30 min
RUNNING TODAY
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Downtime Checklist

Claim a task when call volume is low, then mark it handled when complete.

Rebooking

Existing-patient working queues — package targets and lapsed-patient reactivation.

Rebook

Existing-patient opportunities · claim · call · book

Team Schedule

Shifts synced from QuickBooks Time. Assign each rep to a pod — changes save instantly and appear on the home pod cards.

Today … Yesterday …
Automatic pod moves
Loading schedule…
Engage Clinic Coverage
—
Auto-assign
Round-robin across this day's scheduled reps · Argel C & Karen B skip Ft Collins + Arvada
Assignable reps (scheduled this day): —

Convert

Connecting…
—
Unread
Awaiting a claim
—
Oldest Unread
Time since received
—
Claimed
In progress
—
Handled Today
Cleared since midnight
Status All Active Unread My Claimed Escalated ES · Spanish Fell off Handled
Channel SMS Email Facebook Instagram
Location
Contact Location Channel Waiting Status Actions
Loading queue…
Fetching inbound messages across all locations.
Worklist 0
Loading queue…
Select a conversation from the worklist.
Intake
First Touch Goal: Under 10 minutes
Live — Done today · 0
Category
Location
New 0
≤ 10 min
Past SLA 0
> 10 min
Hold 0
Awaiting 8am local
Event leads
Worked with owner context · no SLA timer
Cleared today
Resets 7:00 AM CST · 0 leads
Paid 0
Organic 0

Qualify

Pre-scored leads · ranked by intent · hot first
No qualified leads right now.
All clear. Pod is rolling.
Intake is empty. While you're waiting on new leads, head to the Engage queue for follow-ups or jump into the Call Queue.
→ Call Queue

Partner Queues

Loading partner queues…
Stale 3d+ no touch Warming · 2d Row click → lead detail (read-only)

Engage

DAYS 1–14 FOLLOW-UP CADENCE · 12-TOUCH SEQUENCE
LOCATION
ACTING AS —
Worklist0
Loading…
Select a lead from the worklist.

Team Scoreboard

Blended efficiency + effort across all working queues. Updates every 30 seconds — click a name for the full breakdown.

Scoring window
Team Scoreboard

Ranked by blended Score. Raw counts shown per pod — click a name for the full breakdown.

# Rep Intake Convert Outbound Task Radar Answer Touches Score

No queue activity yet

As reps handle leads in Intake, Engage, Convert, Task Radar, and Reconnect, they'll rank here.

Efficiency ↔ Effort balance50 / 50
Hours adjustment100%

Speed to Lead

First human touch, measured on our clock — not raw wall time.

Loading Speed-to-Lead data…
Qualify
Loading…

Clinics

Lead Conversions

Track conversions and identify where leads convert best.

Card Capture

Generate PCI-compliant payment links for patients across all locations.

Card Capture

Generate a secure, PCI-compliant payment link for any patient. The link routes them through a branded 4Ever Young page that displays your cancellation policy before sending them to Zenoti's secure card entry.

Opens as a popup window. Password required on first launch.

— Quick Steps —

  • 1. Click Launch and enter team password
  • 2. Select location and enter patient details
  • 3. Generate Secure Card Link
  • 4. Copy and send link to patient via SMS

Client Reference

Per-location hours, scheduling rules, and service pricing for all 20 4Ever Young clinics. Pull up any clinic mid-call.

⌕

Clinic Map · click a pin ✕ clear filter

Select a clinic to see its full reference card.

Ask the DNA+ Assistant

The assistant now lives on every Hub page — click the Ask DNA+ button at the bottom-right to ask about any clinic's hours, pricing, providers, or scheduling rules. Answers come straight from this Client Reference — no separate ChatGPT login.

Answer
Live voicemail follow-up across all locations. Claim, work, and close out.
Live

Call Center Performance

Today vs prior day
→

Voicemail Follow-Up

Missed Calls

⠿ Reps Online ▾

Log a Call

Post-call wrap

Daily Call Queue

Today's prioritized leads across all locations. Refreshes automatically every 2 hours.

Lead Actions
—
—
Move Pipeline Stage
Add Tag
Add Note
Any action auto-marks as Called Esc to close
Confirm action

Loading inbox hygiene…

Loading pipeline proposals…

Loading Reconnect…

Connect Roadmap

A look ahead at what's to come for the Connect platform.

Owner: Devin Myers
Logged · In Progress
Source: DNA+
Phase
Foundation Productivity Knowledge
Dependency
Hard block Soft / preferred
Scope
SSmall MMedium LLarge XLMulti-month
Phase 01
Foundation
Auth-first. Build the substrate everything else depends on.
B1 Medium · scope

Independent user logins for employees

Replace the single shared-password gate with per-user accounts so the Hub knows who is logged in. Unlocks personalization, audit trails, and is the keystone for nearly every other backlog item.

Depends on Nothing — foundational
B6 Small* · scope

2FA authentication for users

Adds a second factor on top of B1. Mostly a config flip if B1 uses a managed auth provider; meaningful work if rolled in-house. Closes the security gap before B3 and B8 widen the writeable surface.

Depends on B1
Phase 02
Productivity
High-ROI internal tools. Sequence by webhook plumbing reuse.
Pair · share GHL webhook infra
B2 Med – Large · scope

Real-time speed-to-lead queue

Surface brand-new leads inside the Hub within 60 seconds of GHL receiving them. Replaces Module 5.5's 2-hour cron pattern with a push-based webhook listener. Highest immediate revenue impact on the list.

Depends on B1 Webhook infra (new)
B3 Large · scope

Two-way GHL opportunity sync

Edits made in the Hub push back to GHL via API — stage changes, notes, follow-up dates. Lets reps live in the Hub for the day instead of tab-flipping. Reuses the same webhook architecture from B2.

Depends on B1 B2 (shared infra)
Pair · share QuickBooks Time API
B4 Small – Med · scope

QuickBooks Time clock-in / clock-out

Clock-in widget in the Hub so reps don't have to open QBT separately at the start of the day. Builds the QBT API client that B5 reuses.

Depends on B1 (preferred) QBT API access
B5 Small · scope

Display daily schedule from QBT

Show each user their day's shift, who else is on, who's the Spanish handler today. Mostly UI work once B4's API plumbing exists. Could feed back into Module 8 assignments.

Depends on B4
Phase 03
Knowledge
Largest items. Build last so foundation has stabilized.
B7 Large · scope

True DNA+ knowledge base + AI widget

Replaces the custom GPT entirely. Real internal KB with embedded chat — reps ask "What's Apex's price for B12?" and get sourced answers from our own data. Multi-phase: ingest pipeline, retrieval, chat UI, admin tools.

SupersedesModule 2 placeholder · fold its spec into B7
Depends on B1 (for per-user history)
B8 Very Large · scope

Client-facing portal (per-location)

Each clinic logs in directly to update hours, providers, services, promos, and flash sales — all flowing into the same KB that B7 serves to reps. Removes the manual sync where ops re-keys every change. Largest single item; build last.

Depends on B1 B6 B7
Ordering rationale

Auth first. Then the internal tools that drive revenue. External last.

B1 is the keystone — it blocks B6 outright and meaningfully improves every other item. B2 and B3 share the same GHL webhook infrastructure, so they're built back-to-back. B4 and B5 are essentially one project split across two deliverables. B7 and B8 are tightly coupled because the data clinics edit in B8 is the data B7's KB serves to reps — building two separate knowledge stores would be a mistake. B8 sits last because it depends on the most things and is the largest scope.

B1 → B6 → B2 → B3 → B4 + B5 → B7 → B8
DNA+ Assistant
Clinics + ops knowledge base
Open in GHL ↗