Front-door pipeline
A calmer lead desk for seeing what needs attention, where trials sit, and who is ready to convert.
Today
Needs attention
Follow-up
1Converted
1Lost
0SLA board
Stage-by-stage operating rules
New
Under 10 min1
Due
0
Hot
0
Gaps
Clear due follow-ups with owner-specific next actions.
Trialing
Before class0
Due
2
Hot
0
Gaps
Prioritise human close and plan recommendation.
Follow-up
Same day1
Due
0
Hot
1
Gaps
Fix missing context before automation or conversion.
Converted
30-day handoff0
Due
0
Hot
0
Gaps
Check first-month onboarding, payer, and attendance confidence.
Lost
Quiet nurture0
Due
0
Hot
0
Gaps
Only re-engage with useful, low-pressure return context.
Data quality
Can the system trust this pipeline?
Owner
Every live lead needs a human owner before follow-up or AI drafting.
Trial path
Trial leads need class context so handoff and follow-up are specific.
Family context
Kids leads need guardian context before waivers, pricing, or conversion.
Outcome
Outcome notes explain what happened before the next staff touch.
Funnel
Conversion shape
Revenue
Pipeline value
$7.0K
Weighted annual value from active leads.
$581
Month
20%
Convert
Review
AI and campaigns
0
Reviews
3
Campaigns
Channel intelligence
Source quality and revenue signal
Referral
$159
1
Leads
1
Trials
100%
Score
Keep this channel warm and route best leads to senior staff quickly.
AI receptionist
$118
1
Leads
0
Trials
54%
Score
Classify source and attach a repeatable first-response playbook.
Social
$181
1
Leads
1
Trials
96%
Score
Tighten DM-to-trial path and reduce delays after first reply.
Website
$130
1
Leads
1
Trials
82%
Score
Improve landing page answer quality and trial booking clarity.
Walk-in
$151
1
Leads
0
Trials
76%
Score
Classify source and attach a repeatable first-response playbook.