CRM pipeline
One board for every enquiry, from first message to paying member.
Why it matters. Enquiries get lost in a notebook or someone's phone, and nobody knows how many trials actually join.
How it works
- Every enquiry sits on a board with nine stages: new, contacted, trial booked, trial attended, enrolled, no-show, follow up, rebooked and lost.
- Moving someone to contacted or follow up records when you last spoke to them.
- One click turns an enquiry into a member: they start at white belt and get a welcome email to set their password. You need their email address to do this.
- You can see where each enquiry came from: your website, walk-ins, referrals, phone or social media. Trial bookings from your website are labelled automatically.
- The numbers show how many enquiries you get, how many trials join, how long they take to decide, and your best source.
Who uses it
- Owner or coach. Works the board, signs people up and checks the numbers.
- Running several academies. Sees recent enquiries and what needs attention at each academy.
Questions
How many stages does the board have?
Nine: new, contacted, trial booked, trial attended, enrolled, no-show, follow up, rebooked and lost.
Do I need an email address to sign someone up?
Yes. Signing up creates their member login, so the enquiry needs an email first.