Tenant workspace

SITEMAP.XML operating spine

Live workspace

sitemap.xml

Conversations

Growth command center

Run the daily lead conversation queue here. Template editing and automation building now live in focused pages so this screen stays usable during busy front-desk hours.

5

Threads

4

Templates

3

Flows

2

Review gated

Send safety

Outbound sending stays blocked until provider credentials, consent, quiet hours, and staff approval are ready.

Email

2

Reusable email templates across enquiry, trial, and conversion stages.

SMS

2

Reusable SMS templates for fast, personal follow-up.

Flows

3

Automation ladders with trigger, gates, and owner rules.

Blocked

2

Provider or approval gates still blocking outbound sending.

Conversation inbox

Lead-level work queue with the next owner action and the blocker that matters most.

Isla Morgan

mediumready

Confirm Saturday 9am Kids

email · Dom Favaloro

Capture

Website enquiry

Trial

Saturday 9am Kids

Ryan Patel

highready

Send 3-class intro offer and answer timetable question

mixed · Sarah Chen

Capture

Walk-in

Trial

No class selected

Mia Kim

highready

Confirm Tuesday 7pm No-Gi

mixed · Sarah Chen

Capture

Instagram DM

Trial

Tuesday 7pm No-Gi

Oliver Nguyen

normalready

Onboard into family billing and kids fundamentals

email · Dom Favaloro

Capture

Sibling referral

Trial

No class selected

Chloe Singh

normalneeds consent

Call back with beginner timetable and pricing

mixed · Luca Rossi

Capture

Phone call

Trial

No class selected

Growth tools

Readiness

Providers
blocked

Add Resend and Twilio credentials before sending member notifications.

Consent
review

Lead consent is tracked; provider enforcement hooks are next.

Quiet hours
review

Flow timing is guided; timezone policy settings come next.

Approval queue

Template approval

review

1 template need copy, token, and consent review.

Flow activation

review

3 flows need trigger, stop-rule, and owner approval.

Provider send gate

blocked

Resend and Twilio credentials must be present before outbound sends can run.

Human send review

blocked

Individual sends remain approval-only until delivery logging, unsubscribe, and bounce handling are connected.

1

New enquiries

review

Reply, qualify program fit, and book trial

mixed · Front desk

2

Trial pipeline

blocked

Confirm attendance, capture outcome, and recommend next class

mixed · Coach owner

1

Conversion follow-up

blocked

Send plan recommendation and schedule decision call

sms · Membership owner

2

Family leads

review

Keep guardian, waiver, and billing language explicit

email · Front desk