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    How Do I Add A New Lead to Club OS?

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    Club OS’ ‘Add a New Lead’ page is an all-inclusive space in which club staff can simultaneously pitch memberships to Prospects as they input that Prospect’s info into Club OS. Specifically, the ‘Add a New Lead’ page is built to address Prospects who are contacting the club via telephone inquiry.


    How to Access the ‘Add a New Lead’ Page

    Navigate to the top of the screen and click the ‘Add’ button. A dropdown menu will appear. From it, click ‘New Lead’.

    This will redirect users to the ‘Add a New Lead’ page.

     

    How the ‘Add a New Lead’ Page Works

    The ‘Add a New Lead’ page consists of seven sections: Basic Information, Schedule an Appointment, Marketing Information, Referrals, Personal Information, Guest Pass/Missed Guest, and Script. Read below to discover each section’s function and fields.

     

    A. Basic Information

    This section contains the Prospects most essential information. Each field within this section is required.

    1. Location: The club location to which the Lead will belong.

      Note: This field will not become accessible or required unless the user is able to access multiple club locations.

    2. First Name: The Lead’s first name.

    3. Last Name: The Lead’s last name.

    4. Contact Info: The available medium(s) through which the Lead can be contacted.

      Note: Only one of the following four fields is required:

      • Mobile Phone: The Lead’s cell phone number.

      • Home Phone: The Lead’s home phone number.

      • Work Phone: The Lead’s work phone number.

      • Email: The Lead’s email address.

     

    B. Schedule an Appointment

    This section assists staff in setting up an event for the Lead without having to navigate away from the sales script.

    1. Type: The type of event in which the Lead would likely next attend, based on the various, potential results of the Lead’s telephone inquiry. This field will not be accessible or required until the Lead’s 'Location' field is set. Event type options include:

                ·  Appointment: An event in which the Lead and staff will discuss membership options.

                ·  Orientation: An event in which the Lead and staff will discuss physical training options.

                         Note: A Lead can not attend an Orientation until they have purchased a membership either in      
                         person or over the phone.

                 ·  Personal Training: A one-on-one session with a Trainer

                         Note: A Lead can not attend a Personal Training until they have purchased, both, a  
                         membership and physical training either in person or over the phone.

                 ·  Group Training: A Trainer session shared with multiple Members.

                         Note: A Lead can not attend a Group Training until they have purchased, both, a  
                         membership and physical training either in person or over the phone.

        2.  With: The employee who will be responsible for the Prospect’s chosen appointment type. This field
             will not become accessible or required until the event's ‘Type’ field is set.

        3.  Date: The date in which the Lead’s appointment is set to occur. This field will not become accessible
             or required until the event's ‘Type’ field is set.

             Note: This field will default to the present calendar date.

        4.  Time: The time in which the Lead’s appointment is set to occur. This field will not become accessible
             or required until the event's ‘With’ field is set.

        5.  Duration: The length of time in which the Lead’s appointment is meant to occur. This field will  
             become accessible and required once the Lead’s ‘Type’ field is set.

             Note: Duration options include ‘15’, ‘30’, ‘45’, and ‘60 minutes’.

        6.  Remind Attendee: The time at which Club OS will automatically remind the Lead, via text or
             email, of their scheduled appointment’s start time. 

             Note: Reminder options include ‘15 minutes’, ‘30 minutes’, ‘1 hour’, ‘2 hours’, ‘5 hours’, ‘1 day’ or ‘2  
             days’ before the Lead’s event begins.

        7.  Remind Owner: The time at which Club OS will automatically remind the Lead’s event owner, via
             text or email, of their scheduled appointment’s start time. 

             Note: Reminder times include ‘15 minutes’, ‘30 minutes’, ‘1 hour’, ‘2 hours’, ‘5 hours’, ‘1 day’ or ‘2
             days’ before the Lead’s event begins.

     

    C. Marketing Information

    This section chronicles how the Lead was successfully marketed to and which staff member will proceed to market membership and/or physical training to them via follow-up.

    1. Follow-Up With: The staff member who is responsible for following up with the Lead per, either, their Membership Follow-Up Schedule.

      Note: A Lead’s PT Follow-Up Schedule will not activate until the Lead has purchased a membership either in person or over the phone.

    2. Origin: The conduit through which the Lead initially entered the club’s system. This field is required.

      Note: Origin options include ‘T.I.’, ‘Walk-In’, ‘Outreach’, and ‘Other’.

    3. Marketing Source: The source through which the Lead initially discovered the club. This field is required.

      Note: Club Admins can customize a club's current list of marketing sources within Club Setting's Location Settings page.

    D. Referrals

    This section exhibits the evolution of a Lead’s potential referrals -starting with the Prospect/Member(s) who referred the Lead and ending with any individual(s) the Lead now wishes to refer.

    1. Referred By: The Prospect/Member(s) who initially provided the Lead’s info to the club.

    2. Referrals: Any individual whose info the Lead has provided to the club.

      Note: To record a Lead’s referral, click ‘Add Referrals’. A pop-up window will appear containing six fields for five potential referrals.

              Such fields include:

                 · Name: The Referral’s name.

                     · Email: The Referral’s email address.

                     · Phone: The Referral’s phone number.

                 · Gender: The Referral’s gender.

                 · Relationship: The type of relationship that, both, the Referrals and Lead possess.
                        
                       Note: Relationship options include: ‘Friend’, ‘Spouse/Partner’, ‘Co-Worker’, ‘Parent’, ‘Child’,    
                       ‘Sibling’, ‘Cousin’, and ‘Other’.
         
                 · 
    Notes
    : Any additional data pertaining to the Referral.

     

    E. Personal Information

    This section expands upon the Lead’s individual data. 

    1. Address: The Lead’s home address.

    2. City: The city in which the Lead resides.

    3. State: The state in which the Lead resides.

    4. Zip Code: The zip code in which the Lead resides.

    5. Country: The country in which the Lead resides.

    6. Time Zone: The timezone in which the Lead resides.

    7. Gender: The Lead’s gender.

    8. Birthday: The Lead’s birth date.

     

    F. Guest Pass/Missed Guest

    This section details the specifics of a Lead’s potentially accepted or denied Guest Pass.

    Note: A Guest Pass is only offered to a Lead when they are resistant to purchasing a membership at this time.

    1. Start Date: The date in which the Lead’s accepted Guest Past is set to activate.

    2. Length: The span of time in which the Lead’s accepted Guest Pass will remain active. This field will not become accessible or required until the Guest Pass’ ‘Start Date’ is set.

      Note: Staff can set a Guest Pass to last anywhere between 1 to 30 days.

    3. Barcode: The Guest Pass’ identification number.

    4. Reasons for No Sale: The Lead’s cause for neglecting to purchase a membership.

      Note: This field's list of available causes is customizable. To edit this list, contact support@club-os.com.

     

    G. Script

    This section assists staff in communicating with Leads by providing, both, a curated script for the staff to follow and a field to record the Lead’s response. Always visible, this non-stationary script will move in tandem with staff as they scroll amongst the page entering data into each field.

    1. Notes: Allows staff to save any notes that the Lead supplied during the course of their telephone inquiry.

    2. Script: Displays the club’s pre-approved sales script that the employee may follow during the Lead’s telephone inquiry.

      Note: Sales scripts are composed within Club Setting's Location Settings page.
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