Dashboard

Scoreboard

Pipeline by stage

Revenue & goal tracker

Computed live from the pipeline below — Sprint $3,500 per open lead until Retainer/Won, then $10,000/mo. Lost leads count as $0. No revenue is ever typed in by hand.

Offer

4-Week Clarity Sprint $3,500 (credited in full to retainer Month 1) · Retainer floor $10,000/mo · 4 Sprints/month cap · One practice per metro · No results guarantee.

Pipeline

Drag cards between stages. Click a card to open its touchpoint timeline. Tabs filter this Kanban only.

Follow-ups

Every touchpoint with “Follow-up needed” and a date set. Overdue first, then due today, then upcoming. Click a row to open that lead.

PracticeNicheStageFollow-up dateStatusNote

Outreach

Layer 1: tracking + templates + tap-to-send. Nothing sends from here — the CRM only prepares a message; sending happens in your own email or Messages app. Click a row to open that lead.

PracticeNicheEmailTextLast outreachNext step

Template library

Email Touch 1 follows the first-touch pack (Wave A touches + batch-1 leak lines): the lead's practice name and its own leak line fill in per lead. SMS templates are drafts for Matteo's approval before any use.

Email — Touch 1 (condensed)
Condensed authority version, no video needed. Subject: “One blind spot on {{practice}}'s homepage”. Score shown only where a real x/4 is on file; leak line only where one is on file.
Dr. {{lastName}} — I audited {{practice}}'s homepage against the four questions I test every premium practice on: Problem, Promise, Proof, Next Step. {{scoreLine}} {{leakLine}} I'm not sending the full diagnostic by email. That's a call, and it's free: on a 30-minute Blind Spot Audit, I'll walk your page live, name every blind spot, and map the fix — whether you hire UnfoldAI or not. Reply to this email and I'll send times. — Matteo Founder, UnfoldAI unfoldai.agency
SMS — Touch 1 DRAFT — needs approval
Conversational, blind-spot language, under 160 characters. No guarantee, no pricing.
Hi {{practice}} — Matteo, Unfold AI. Found a blind spot on your homepage's consult path. Want the 2-min teardown?
SMS — Follow-up DRAFT — needs approval
Conversational, blind-spot language, under 160 characters. No guarantee, no pricing.
Quick follow-up, {{practice}} — Matteo, Unfold AI. Did my blind-spot note land? I can send the 2-min teardown.

Contacts

PracticeSurgeonCityChannelLast touchNext follow-up

Automations

Nurture flow status: Planned — not yet built in Brevo (Brevo's API cannot create workflows; needs the Brevo web UI)

Checklist nurture sequence

Click a node for details. Email subjects are not on file, so nodes use generic template labels only.

Trigger List join Day 0 email Brevo template 1 Day 2 email Brevo template 2 Day 4 email Brevo template 3 Day 7 email Brevo template 4 Day 11 email Brevo template 5
Click a node above to see its details.

Teardown → Retainer flow

Teardown 30-Second Test Audit Booked Free call Sprint $3,500 Retainer $10,000/mo
Click a node above to see its details.

Ads & Pages

Ad creative (Ploy)

Status Ready on all three. Nothing has launched, so metrics are shown as “— not launched” — no performance numbers exist yet. Images are the real Ploy creatives uploaded Oct 24, 2026.

Clicks up. Consults flat. — ad creative
“Clicks up. Consults flat.”
Chart, with “Page” circled as the blind spot.
CTA: Book a 30-min audit call
ReadyMetrics: — not launched
One afternoon of filming. A month of tested ads. — ad creative
“One afternoon of filming. A month of tested ads.”
Dark creative: surgeon filming branching into ad variants, one badged Winner.
CTA: Book a 30-min audit call
ReadyMetrics: — not launched
Your ads sound like every clinic in town. — ad creative
“Your ads sound like every clinic in town.”
3×3 grid of identical grayscale “Book a free consult” ads, one coral surgeon in the center.
CTA: Book a 30-min audit call
ReadyMetrics: — not launched

Landing pages — unfoldai.agency

Live previews of the real pages, exactly as they are — inner pages still carry TEST markings (banner / noindex / title) until the real launch. If framing is blocked, use “Open full page” under any preview.

unfoldai.agency/
Homepage — invitation front door
Current front door build (v52). Public face of the site.
Open full page →
unfoldai.agency/lasik/
LASIK vertical page
Same design system as the homepage. Still carries TEST markings until the real launch.
Open full page →
unfoldai.agency/book/
Confirmation page
Post-booking redirect target for Cal.com. Still carries TEST markings until the real launch.
Open full page →
unfoldai.agency/example/
Example clinic page
Fictional clinic, bannered EXAMPLE top and bottom. Still carries TEST markings until the real launch.
Open full page →
unfoldai.agency/play/
LASIK SIM
Proprietary Unfold pitch asset. Still carries TEST markings until the real launch.
Open full page →