Tenant workspace

SITEMAP.XML operating spine

Live workspace

sitemap.xml

Growth command

Lead workspace

Oliver Nguyen

Kids BJJ from Sibling referral. Owner: Dom Favaloro. Next action: Onboard into family billing and kids fundamentals

Score

100%

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

Source

excellent

Source quality inferred from channel and conversion signal.

Stage

converted

Current lead pipeline stage.

Follow-up

done

Current next-step pressure.

Value

$159

Estimated monthly membership value if this lead converts.

Qualification

Conversion read

membership ready

Persona

kids family

Best channel

sms

Owner load

light

Queued

0

Friction

No major friction detected.

Risk

No blocking risk found.

Message plan

How to follow up

Primary channel

sms

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

Oliver Nguyen

Guardian: Linh Nguyen

Commercial fit

$159

100% score · excellent source

Class fit

Trial not attached

Kids BJJ

Staff accountability

Dom Favaloro

light owner load · done

Conversion package

Ready-to-close operating packet

Owner

Dom Favaloro

Class

Book

Guardian

Linh Nguyen

Risk

Clear

Oliver Nguyen is ready for member onboarding: confirm payer, plan, household links, first class rhythm, and first-month retention owner.

Conversion plan

What has to happen next

won · 100%

Finish handoff

Open member onboarding with payer, plan, family and first 30-day pathway.

30-day check

Schedule first-month confidence check with coach owner.

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

Book beginner-safe trial

3

Close

Plan, schedule, billing start

4

Handoff

Member onboarding and 30-day path

Staff script

Suggested close

Oliver Nguyen should get one clear next step: answer the first question, recommend the right beginner-safe class, and make booking the trial feel easy.

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_oliver_nguyen

Recommended template

First response

Automation state

Safe to draft

Timeline

Converted this week

Lead captured

Oliver Nguyen came through Sibling referral for Kids BJJ.

Profile

Lead context

Program

Kids BJJ

Source

Sibling referral

Channel

referral

Persona

kids family

Intent

membership ready

Owner load

light

Guardian

Linh Nguyen

Conversation thread

Messages, drafts, replies

Send queue

Approved and blocked sends

Audience fit

kids family

Conversion

membership ready