AgileThought · Client: Ideal Image · Sales operations · 2015
The pipeline lived in people's heads. We gave it a screen.
Ideal Image sells medical aesthetics through consultations, which means the business runs on a call floor: inquiries come in, follow-ups go out, and every conversation needs the right script and the right next step. Ideal Office was the intranet I designed for that pipeline: today's follow-ups, the inquiry calendar, and the guidance a rep needs mid-call, on one screen.
The short version
- A sales floor's real interface is the moment between dialing and speaking. The design puts everything that moment needs within a glance.
- Follow-ups are a queue with notes and outcomes, not a spreadsheet somebody maintains after the fact.
- The scripts sit beside the calendar because that's where they get used, not in a training binder.
01 · The problem
Inquiries, follow-ups and scripts, all in different places
An inquiry that doesn't get a timely follow-up is revenue walking away, and a follow-up made without context is nearly as bad. Before Ideal Office, the pieces lived apart: inquiries in one tool, appointments in another, call guidance on paper. The design pulls them into a single working view: a follow-up queue with each lead's notes and outcome capture, a month of inquiries on the calendar with the day's load visible, and the conversation guides (introduction, explore solutions, handle objections, temperature check) pinned where a rep's eyes already are.
It's an unglamorous kind of design and I've come to respect it more with time. Nothing on that screen is clever. Everything on it is load-bearing.
02 · What shipped
The working view
The rep's day: follow-up queue with per-lead notes and a result selector on the left, the inquiry calendar with follow-up counts in the center, and the call scripts docked where they get used. Dashboard, inquiry, contacts, scheduling and reports sit one click down.