Lead intelligence
Scoring and source quality
Readiness, urgency, conversion likelihood, source quality, and missing-data warnings.
Lead score register
Oliver Nguyen
wonmembership readyOnboard into family billing and kids fundamentals
Mia Kim
hotmembership readyCoach follow-up before Thursday class
Isla Morgan
hottrial readyConfirm Saturday trial and waiver with parent
Ryan Patel
warmmembership readySend 3-class intro offer and answer timetable question
Chloe Singh
coolneeds educationCall back with beginner timetable and pricing
Score formula
Stage
Converted, trial-completed, and follow-up due carry the strongest intent.
Trial path
Attached trial sessions and coach ownership raise readiness.
Risk
Missing guardian, overdue follow-up, or missing trial context lowers automation safety.
Source quality
Referral
excellent1 leads · 1 trials · 100% conversion
AI receptionist
strong1 leads · 0 trials · 0% conversion
Social
excellent1 leads · 1 trials · 0% conversion
Website
excellent1 leads · 1 trials · 0% conversion
Walk-in
strong1 leads · 0 trials · 0% conversion
Persona segments
Kids families
91%
Confirm guardian, waiver, pickup, and class fit before trial.
Women-only pathway
96%
Use coach-led confidence messaging and next no-gi entry point.
Competitors
76%
Clear 1 same-day follow-up with segment-specific copy.
Adult beginners
54%
Clear 1 same-day follow-up with segment-specific copy.