FITsociety Wishlist (EN)
Feature Coaching environment Open

Leads module for efficient follow-up and conversion

Submitted by Matthijs (FITsociety) · · 2 comments

A leads module would be a valuable addition to better manage and follow up on potential customers. This makes it possible to track leads in a structured way and increase the conversion to paying members.

Functionalities:
✔️ Collect leads via website or social media – New leads come in directly via a registration form or shared link.
✔️ Automatic follow-up – Set up workflows so that leads immediately receive a welcome email, appointment invitation, or reminder.
✔️ Manage lead statuses – Easily track a lead's progress: New, Interested, Trial lesson scheduled, Converted to member, etc.
✔️ Schedule appointments and trial lessons – Leads can book an intake interview or trial lesson directly in the calendar.
✔️ Add notes and tags – Save important details about a lead, such as goals or previous conversations.
✔️ Automatic follow-up reminders – Ensure leads aren't lost with smart touchpoint reminders.

With this leads module, coaches can acquire new clients more effectively, without leads falling through the cracks. This saves time and increases the chance of a successful conversion.

2 Reactions

M

Matthijs (FITsociety)

Het zou fijn zijn dat wij leads zouden kunnen noteren die wij via bestaande leden binnen krijgen. Dan kan afdeling sales dit goed oppakken en de funnel bijhouden. Deze zou ook gebruikt kunnen worden bij walk inn
T

tomalbers

Crm functie en flows voor onboarding

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