Turn every lead conversation into a clear next move.
One calm workbench for front desk follow-up, template quality, automation readiness, and the leads that need human attention today.
4
Ready2
High priority4
Templates2
BlockedEmail assets
2
SMS assets
2
Live journeys
3
Blocked gates
2
1
New enquiries
Reply, qualify program fit, and book trial
mixed · Front desk
2
Trial pipeline
Confirm attendance, capture outcome, and recommend next class
mixed · Coach owner
1
Conversion follow-up
Send plan recommendation and schedule decision call
sms · Membership owner
2
Family leads
Keep guardian, waiver, and billing language explicit
email · Front desk
Isla Morgan
mediumreadyConfirm Saturday 9am Kids
Capture
Website enquiry
Trial
Saturday 9am Kids
Ryan Patel
highreadySend 3-class intro offer and answer timetable question
Capture
Walk-in
Trial
No class selected
Mia Kim
highreadyConfirm Tuesday 7pm No-Gi
Capture
Instagram DM
Trial
Tuesday 7pm No-Gi
Oliver Nguyen
normalreadyOnboard into family billing and kids fundamentals
Capture
Sibling referral
Trial
No class selected
Chloe Singh
normalneeds consentCall back with beginner timetable and pricing
Capture
Phone call
Trial
No class selected
Operator rail
Inbound replies, owner SLAs, draft-ready responses, and paused automation decisions.
4 templates with 2 email and 2 SMS assets
3 journeys, 2 ready for review or activation
Saved lead audiences with criteria, owner, channel eligibility, and readiness checks.
Approval-ready sends, provider-gated messages, blocked contacts, and staff review.
Provider credentials, webhook readiness, quiet hours, and audit-safe execution gates.
Delivery, reply, click, conversion, and revenue attribution signals.
Send controls
Review queue
Template approval
template · Growth owner
Flow activation
flow · Ops owner
Provider send gate
provider · Platform owner
Human send review
send · Front desk