Conversations
Segmentation
Audience builder
Saved lead audiences with plain-language criteria, channel eligibility, owner, and readiness checks.
New leads without trial
Fresh enquiries that still need a class suggestion and booking push.
Leads
3
Owner
Front desk
Rules
3
smsemail
Stage is new enquiry
No trial session selected
Not suppressed
Booked trial reminders
People who need confirmation, waiver nudges, and arrival instructions.
Leads
1
Owner
Front desk
Rules
3
emailsms
Trial booked
Class time exists
Consent checked
Post-trial conversion
Warm leads who attended or are due for plan recommendation follow-up.
Leads
2
Owner
Membership owner
Rules
3
smsemail
Trial completed or follow-up due
Coach outcome captured
Plan recommendation selected
Family and guardian leads
Parent-led enquiries that need guardian-safe copy, waiver status, and billing language.
Leads
2
Owner
Front desk
Rules
3
email
Guardian context exists
Child details protected
Waiver state checked
Cold reactivation
Lost or stale leads that can receive a low-pressure return invitation.
Leads
0
Owner
Growth owner
Rules
3
email
Lead marked lost
No unsubscribe
No message inside 30 days