Lead/member intake
Intake workbench
Convert enquiries into trials, trials into members, and early intent into a clean onboarding handoff.
Intake layer is active
Leads now have completeness checks, conversion readiness, and draftable handoff actions before they become members.
Tracked
5
People currently moving through the intake board.
Ready
2
Trial-complete or converted leads ready for member handoff.
Missing
3
Open intake fields that should be completed before conversion.
Queued
0
Queued lead actions waiting in draft replay.
Isla Morgan
Kids BJJ · Website enquiry · owner: Dom Favaloro
score 100
Due
Before trial
Readiness
medium
Stage
trial booked
Confirm trial arrival, waiver, and coach owner.
Ryan Patel
Adult Fundamentals · Walk-in · owner: Sarah Chen
score 82
Due
Today
Readiness
medium
Stage
follow up due
Complete trial session before handoff.
Mia Kim
Women’s No-Gi · Instagram DM · owner: Sarah Chen
score 82
Due
Within 48h
Readiness
high
Stage
trial completed
Complete trial outcome before handoff.
Oliver Nguyen
Kids BJJ · Sibling referral · owner: Dom Favaloro
score 82
Due
This week
Readiness
high
Stage
converted
Complete trial session before handoff.
Chloe Singh
Adult BJJ · Phone call · owner: Luca Rossi
score 100
Due
Today
Readiness
low
Stage
new enquiry
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.