Tenant workspace

SITEMAP.XML operating spine

Live workspace

sitemap.xml

Growth command

Lead workspace

Ryan Patel

Adult Fundamentals from Walk-in. Owner: Sarah Chen. Next action: Send 3-class intro offer and answer timetable question

Score

76%

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

Source

strong

Source quality inferred from channel and conversion signal.

Stage

follow up due

Current lead pipeline stage.

Follow-up

due now

Current next-step pressure.

Value

$199

Estimated monthly membership value if this lead converts.

Qualification

Conversion read

membership ready

Persona

competitor

Best channel

call

Owner load

steady

Queued

0

Friction

Trial class not attached

No queued follow-up

Risk

Follow-up overdue

Message plan

How to follow up

Primary channel

call

Tone

direct, helpful, close-ready

Proof point

program fit and next practical step

Lead record depth

What staff need before they touch this lead

Identity

Ryan Patel

Adult lead context

Commercial fit

$199

76% score · strong source

Class fit

Trial not attached

Adult Fundamentals

Staff accountability

Sarah Chen

steady owner load · due now

Conversion package

Ready-to-close operating packet

Owner

Sarah Chen

Class

Book

Guardian

N/A

Risk

1 gap

Ryan Patel 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

warm · 76%

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

Book beginner-safe trial

3

Close

Plan, schedule, billing start

4

Handoff

Member onboarding and 30-day path

Staff script

Suggested close

Ryan Patel has already shown intent. Confirm how the trial felt, remove the next friction point, then offer the simplest membership start for Adult Fundamentals.

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_ryan_patel

Recommended template

Post-trial decision help

Automation state

Human review required

Timeline

Touched yesterday

Lead captured

Ryan Patel came through Walk-in for Adult Fundamentals.

Latest

Outcome

Completed first trial, asked about fundamentals-heavy path.

Profile

Lead context

Program

Adult Fundamentals

Source

Walk-in

Channel

walk in

Persona

competitor

Intent

membership ready

Owner load

steady

Conversation thread

Messages, drafts, replies

Send queue

Approved and blocked sends

Audience fit

competitor

Conversion

membership ready