No enquiry goes cold
Every enquiry from your website, your studio page or the front desk lands on one pipeline with an owner and a next step. Follow-ups are scheduled for you, so a warm lead never waits for someone to remember.
Most leads are lost in the first week, not because they said no, but because nobody called back.
One place for everyone who enquires
A form on your studio page and the same form embedded on your own website feed straight into the pipeline. Walk-ins, phone calls and social enquiries are added by staff in seconds, with the source recorded.
- Enquiry form with a hidden spam trap and rate limiting built in
- Sources tracked: website form, walk-in, referral, social media, phone
- Someone who is already a member is matched, not duplicated
- Each lead is tied to a location and can be given an owner
A pipeline you can read at a glance
Leads move across a board from New to Contacted, Trial booked, Trial done and Offer sent, ending in Won or Lost. Rename the stages, add your own and reorder them to match how your studio actually sells.
- Leads with no activity for a week are flagged as stale
- Lost needs a reason, so you learn why people walk away
- Search and filter by owner, source, tag or location
- A timeline on every lead of notes, moves and follow-ups
Follow-ups that actually happen
Set a call, email or tour task with a due date and an assignee. The person responsible is reminded when it is due, and today's tasks sit on the front desk's home screen.
- Book a trial class or a tour straight from the lead
- The lead moves to Trial booked and a follow-up is set for the day after
- A quiet lead can trigger an automation to message them and alert staff
- Staff are notified the moment a new enquiry arrives
Won turns into a member, with the history
Marking a lead Won turns them into a member with their notes, source and timeline intact. The leads report then shows the funnel, conversion rate, average days to join and why leads were lost.
- Funnel by stage and results by source
- Average days from enquiry to member
- Lost reasons ranked, so you can fix the leak
From enquiry to member
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Enquiry
They fill in the form
On your studio page or embedded on your website. The team is notified and the lead appears on the board.
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Day 1
Someone calls
A follow-up task is waiting for the owner of the lead, with the details and the interest they gave.
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Trial
Book a trial or tour
One click books a class or a tour and sets the next follow-up.
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Join
Won
They become a member with the whole story attached.
Works together with
Questions
Can I put the enquiry form on my own website?
Yes. The enquiry form can be placed on any page as an embedded frame, and it feeds the same pipeline as the form on your studio page.
Does it handle spam?
The form includes a hidden field only bots fill in, and the number of submissions from one address is limited. Spam is quietly dropped.
Can I change the pipeline stages?
Yes. Owners can add, rename, reorder and remove open stages. Won and Lost are fixed at the ends.
Do lead permissions differ by role?
Yes. Front desk can add, update and convert leads, managers can also configure the pipeline and see the leads report, and instructors only see what their role allows.
Does a lead become a second record when they join?
No. The lead and the member are the same person, so nothing is retyped and nothing is lost.