Tenant workspace

SITEMAP.XML operating spine

Live workspace

sitemap.xml

Growth command

Lead workspace

Mia Kim

Women’s No-Gi from Instagram DM. Owner: Sarah Chen. Next action: Coach follow-up before Thursday class

Score

96%

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

Source

excellent

Source quality inferred from channel and conversion signal.

Stage

trial completed

Current lead pipeline stage.

Follow-up

waiting

Current next-step pressure.

Value

$189

Estimated monthly membership value if this lead converts.

Qualification

Conversion read

membership ready

Persona

women only

Best channel

call

Owner load

steady

Queued

0

Friction

Social lead can cool quickly

Risk

No blocking risk found.

Message plan

How to follow up

Primary channel

call

Tone

warm, confident, coach-led

Proof point

welcoming no-gi pathway and coach support

Lead record depth

What staff need before they touch this lead

Identity

Mia Kim

Adult lead context

Commercial fit

$189

96% score · excellent source

Class fit

Tuesday 7pm No-Gi

Women’s No-Gi

Staff accountability

Sarah Chen

steady owner load · waiting

Conversion package

Ready-to-close operating packet

Owner

Sarah Chen

Class

Tuesday 7pm No-Gi

Guardian

N/A

Risk

Clear

Mia Kim needs a close-ready handoff: trial outcome, recommended plan, billing start date, schedule fit, and one clear decision path.

Conversion plan

What has to happen next

hot · 96%

Conversion path

Confirm plan, schedule fit, billing start, and family permissions.

Book close call

Schedule a phone close with Sarah Chen.

Follow up today

Send tailored follow-up while the trial experience is fresh.

Checklist

Conversion gates

Owner assigned

Trial path known

Guardian context

Trial outcome

Next action queued

Playbook

From lead to member

1

Context

Goal and constraints

2

Experience

Tuesday 7pm No-Gi

3

Close

Plan, schedule, billing start

4

Handoff

Member onboarding and 30-day path

Staff script

Suggested close

Mia Kim has already shown intent. Confirm how the trial felt, remove the next friction point, then offer the simplest membership start for Women’s No-Gi.

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 Sarah Chen and prepare plan recommendation.

Conversation linkage

Messages and automation safety

Thread

/sitemap.xml/conversations/threads/lead_mia_kim

Recommended template

First response

Automation state

Safe to draft

Timeline

Touched today

Lead captured

Mia Kim came through Instagram DM for Women’s No-Gi.

Trial

Trial path

Tuesday 7pm No-Gi

Profile

Lead context

Program

Women’s No-Gi

Source

Instagram DM

Channel

social

Persona

women only

Intent

membership ready

Owner load

steady

Trial

Tuesday 7pm No-Gi

Conversation thread

Messages, drafts, replies

Send queue

Approved and blocked sends

Audience fit

women only

Conversion

membership ready