Trial bridge
Trial booking handoff
Connect lead intake, class selection, waiver state, check-in, coach welcome, and post-trial conversion.
Trial leads
3
With class
2
Coach owners
2
Needs review
1
Automation spine
What happens without staff babysitting it
Stage actions now create downstream tasks/events automatically. Trial booked prepares waiver and arrival comms; trial completed moves into same-day follow-up and close-call safety.
Trial booked
Queue waiver + prep message
Signed in
Keep coach handoff visible
Trial completed
Queue follow-up + close call
Converted / lost
Onboarding or reactivation task
Trial handoff board
Coach follow-up before Thursday class
Arrival
Tuesday 7pm No-Gi
Waiver
Adult self-check
Coach greeting
Sarah Chen
After class
Close today
Confirm Saturday trial and waiver with parent
Arrival
Saturday 9am Kids
Waiver
Guardian check
Coach greeting
Dom Favaloro
After class
Prep follow-up
Send 3-class intro offer and answer timetable question
Arrival
Pick beginner-safe class
Waiver
Adult self-check
Coach greeting
Sarah Chen
After class
Close today