How can we help?

    PT Follow-up Activity Report [Breakdown]

    Follow

    PT Follow-up Activity Report


    This report is a consice record of all the membership follow-up activity stats your team has been doing. Run it for one or all employees at any location! (Click here for steps on how to access, filter, and schedule this report.)

    An example of the PT Follow-Up Activity Report can be seen below:

    PT Opportunities

    PT Opportunites are all actions and outcomes of PT Follow-up.

    Orientation Booking Success - All PT Follow-up that results in an "Orientation" or "First-time free session" is noted here.

    New Non-PT Members are accounts where we do not recognize any PT payment agreements.

    Orientation Made POS -The total number of an employee/location’s New Members who scheduled their Orientation on the same day in which their membership was purchased.

    Orientation Made POS % - if the Comp scheduled resulted in a PT payment, the stats are seen here for the day or MTD.

    Orientation  Conversion  

    Orientation Show - If a Comp showed up to a comp follow-up scheduled, it shows here.

    Orientation  Closed - 

    POS PT  

    New Member Total - total new members that obtained PT as a result of PT follow-up show here.

    Pos PT Members - this is the number of members who were followed up with and resulted in PT.

    PT Add-On % - this is the % of PT add-ons resulting from PT Follow-up.

    PT Follow-Up  

    Orientation  Not Booked - Calls, Emails, and Texts that did not result in a Comp show here.

    Orientation  Booked - Calls, Emails, and Texts that did result in a Comp show here.

    Orientation No Show - Calls, Emails, and Texts that resulted in a Comp event that someone no-showed, appear here.

    Orientation  No Sale - Calls, Emails, and Texts that did result in a Comp show, but not a PT sale show here.

    Orientation  Booked - Calls, Emails, and Texts that did result in a Comp show here.

    PT Active - Calls, Emails, and Texts to Clients with PT show here.

    PT Opportunity - Calls, Emails, and Texts that to people with less than 'x' number of PT sessions left show here.

    PT Inactive -  Calls, Emails, and Texts to Clients with expired PT sessions show here.

    Contact Summary

    This is a summary of the number of PT follow-up calls, emails, and texts that have been made or are sitting in someone's PT follow-up queue to make.

     

     

    Was this article helpful?
    1 out of 1 found this helpful

    Comments