Lead/member intake
Intake workbench
Convert enquiries into trials, trials into members, and early intent into a clean onboarding handoff.
Tracked
5
Ready
2
Missing fields
3
Queued
0
Quick capture
Create the lead, assign the owner, and set the next action from one focused panel.
Isla Morgan
trialmediumKids BJJ · Website enquiry · Dom Favaloro
Confirm trial arrival, waiver, and coach owner.
Ryan Patel
nurturemediumAdult Fundamentals · Walk-in · Sarah Chen
Complete trial session before handoff.
Mia Kim
conversionhighWomen’s No-Gi · Instagram DM · Sarah Chen
Complete trial outcome before handoff.
Oliver Nguyen
completehighKids BJJ · Sibling referral · Dom Favaloro
Complete trial session before handoff.
Chloe Singh
capturelowAdult BJJ · Phone call · Luca Rossi
Capture goal, constraints, and first trial path.
Queued Intake
No queued intake actions
Trial confirmations, nurture steps, and conversion handoffs will appear here before database apply.
Handoff Rules
Capture
Name, program, source, owner, and first question must be visible before trial booking.
Trial
Trial session, waiver/guardian context, coach owner, and arrival instructions must be clear.
Conversion
Plan, payer, billing start, family permissions, and first 30-day milestone move into onboarding.