Contacts & Leads
Track potential members from first contact to conversion.
The contacts system helps you manage potential new members. Track inquiries from your website, phone calls, and walk-ins, then follow up to convert them into paying members.
Lead Pipeline
See your leads organized by stage in the conversion process:
8
New
5
Contacted
3
Trial
12
Converted
4
Lost
Your Contacts
Contacts
Lead Stages
New
Fresh inquiry, not yet contacted. Follow up within 24 hours for best results.
Contacted
Initial contact made, discussing options. Invite them for a trial class.
Trial
Attended or scheduled a trial class. Follow up after to discuss membership.
Converted
Signed up as a member. The contact becomes a member record.
Lost
Decided not to join. Keep the record for future re-engagement opportunities.
Follow up with new leads within 24 hours. Quick response times dramatically improve conversion rates.
When a contact signs up, they're automatically moved to Converted and linked to their new member profile.
Don't delete Lost contacts. They may reconsider in the future, and you'll want the history.