Tenant workspace

SITEMAP.XML operating spine

Live workspace

sitemap.xml

Growth command

Lead workspace

Isla Morgan

Kids BJJ from Website enquiry. Owner: Dom Favaloro. Next action: Confirm Saturday trial and waiver with parent

Score

82%

Calculated from stage, trial state, owner, and queued action context.

Source

excellent

Source quality inferred from channel and conversion signal.

Stage

trial booked

Current lead pipeline stage.

Follow-up

waiting

Current next-step pressure.

Value

$159

Estimated monthly membership value if this lead converts.

Qualification

Conversion read

trial ready

Persona

kids family

Best channel

email

Owner load

light

Queued

0

Friction

No major friction detected.

Risk

No blocking risk found.

Message plan

How to follow up

Primary channel

email

Tone

clear, reassuring, parent-safe

Proof point

safe class fit, guardian clarity, and first-month confidence

Lead record depth

What staff need before they touch this lead

Identity

Isla Morgan

Guardian: Emma Morgan

Commercial fit

$159

82% score · excellent source

Class fit

Saturday 9am Kids

Kids BJJ

Staff accountability

Dom Favaloro

light owner load · waiting

Conversion package

Ready-to-close operating packet

Owner

Dom Favaloro

Class

Saturday 9am Kids

Guardian

Emma Morgan

Risk

Clear

Isla Morgan needs arrival confidence: waiver, class time, coach greeting, gear expectations, and the post-trial follow-up owner.

Conversion plan

What has to happen next

hot · 82%

Confirm trial

Confirm trial arrival, waiver state, goal, and coach owner.

Send prep pack

Send Kids BJJ first-class prep pack by email.

Prep post-trial

Prepare post-trial message and coach observation request.

Checklist

Conversion gates

Owner assigned

Trial path known

Guardian context

Trial outcome

Next action queued

Playbook

From lead to member

1

Context

Guardian known

2

Experience

Saturday 9am Kids

3

Close

Plan, schedule, billing start

4

Handoff

Member onboarding and 30-day path

Staff script

Suggested close

Isla Morgan needs confidence before arrival. Confirm time, what to wear, waiver state, and who will welcome them at the door.

Stage actions

Move this lead for real

Book trial

Book trial class, confirm waiver, and assign arrival owner.

Record trial complete

Capture coach read, trial outcome, objection, and recommended plan.

Follow up due

Queue same-day follow-up with trial context and decision help.

Convert member

Create member, attach household, billing plan, waiver, first class, and onboarding owner.

Mark lost

Record lost reason, cooldown window, suppression safety, and reactivation path.

Schedule call

Book a close call with Dom Favaloro and prepare plan recommendation.

Conversation linkage

Messages and automation safety

Thread

/sitemap.xml/conversations/threads/lead_isla_morgan

Recommended template

Trial arrival prep

Automation state

Safe to draft

Timeline

Touched 2 hours ago

Lead captured

Isla Morgan came through Website enquiry for Kids BJJ.

Trial

Trial path

Saturday 9am Kids

Profile

Lead context

Program

Kids BJJ

Source

Website enquiry

Channel

website

Persona

kids family

Intent

trial ready

Owner load

light

Guardian

Emma Morgan

Trial

Saturday 9am Kids

Conversation thread

Messages, drafts, replies

Send queue

Approved and blocked sends

Audience fit

kids family

Conversion

trial ready