Lead Tracking
Manage your sales pipeline and track potential member conversions.
Effective lead tracking helps you convert more inquiries into members. Follow each potential member through your pipeline, add notes, and never let a lead slip through the cracks.
Pipeline Overview
8
New
5
Contacted
3
Trial
12
Converted
4
Lost
The pipeline shows how many contacts are at each stage. Click any stage to filter the contact list.
Managing a Lead
Review new contact
When a new contact comes in, review their information and source. Note any specific interests they mentioned.
Make initial contact
Reach out via phone or email within 24 hours. Move them to "Contacted" stage and add notes about the conversation.
Schedule a trial
Invite them to try a class. Move to "Trial" stage when they confirm.
Follow up after trial
Contact them after their trial to discuss membership options and answer questions.
Convert or mark lost
If they join, click "Convert to Member" to create their membership. If not, mark as "Lost" with a reason.
Adding Notes
Keep detailed notes on every interaction:
Jan 15, 2024 - Phone call
Spoke with John about kids program for his 8-year-old daughter. Interested in Mon/Wed classes. Scheduled trial for Jan 17th.
Jan 14, 2024 - Website inquiry
Submitted contact form asking about youth programs and pricing.
Lead Sources
Track where your leads come from to optimize marketing:
- Website - Contact form submissions
- Phone - Inbound phone inquiries
- Walk-in - People who visit in person
- Referral - Recommended by existing members
- Social Media - From Facebook, Instagram, etc.
- Event - From demos or community events