Leads

New Lead

Source:

• Website: They have completed the 'contact us' form on the website.

• Any Other: They have selected this during the checkout process, but abandoned it before completion.

Lead Follow Up:

Goal: Convert the lead into a signed-up member or schedule an orientation. 

1. Immediate Contact: Call the leads as soon as possible to answer questions and address concerns. 

• Successful Contact: If a successful sale, move on to the sign up process. If it was a phone call conversation - note down what was spoken and move to ‘contacted’ and set any appropriate tasks to follow up. 

• No Answer: Email the lead, add a follow-up task 2 days after and move to ‘Attempted Contact’.

• Unsuccessful Contact/ Uninterested: After multiple attempts of contacting or a negative response (2 calls & 2 emails) > select the 3 dots to move to ‘deal lost’ bin. 

Please ensure follow up tasks are set whether it was attempted contacted or contacted. 

Orientations

Calendar > add > appointment > fill in the appropriate details. 

Trials Column

Set the following up tasks:

• Day after purchase e.g. 'New Trial Checkin'

• Day their trial expires e.g. 'Trial Expired'

Both of these tasks are to be phone calls only as they are sent automated emails. To help with phone scripts, head to the script page. 

If they do not commit to a membership by their expiry date, please drop in to deal lost.

Key Points:

• Timely Follow-Up: Speed to lead is important. Address leads as soon as possible, add tasks to follow-up. 

• Persistence: There is a fine line between being proactive and pestering the lead - 2 phone call attempts is good. 

• Track Progress: Monitor lead progress and adjust your approach as needed. Ensure to note everything that is completed so the team is aware of contacts.