Tip of the Week #7- Managing Opportunities

Key Terminology

Pipelines vs. Workflows

  • Pipelines: Visual representations of the different stages that a lead goes through during the sales process. Each Gym Lead Machine account typically has two pipelines: the fitness pipeline and the nutrition pipeline. Each pipeline has its own stages:
    • New Lead
    • Appointment Booked
    • Appointment Showed
    • Appointment No-Showed
    • Appointment Cancelled
    • Sales
  • Workflow: Automated sequences that manage the lead's journey through the pipeline stages. Workflows consist of:
    • Triggers: Events or conditions that start the workflow.
    • Actions: Tasks performed automatically by the workflow.
    • Conditions: Rules that determine the workflow's path.

How Pipelines Work

Fitness and Nutrition Pipelines

Each pipeline is designed to manage leads specific to fitness programs or nutrition programs. For example:

  • A lead opting in on a group training or personal training page is placed in the fitness pipeline.
  • A lead opting in on a nutrition page is placed in the nutrition pipeline.

This setup allows workflows to nurture leads appropriately based on their interests.

Managing Opportunities

Importance of Manual Updates

While Gym Lead Machine handles many tasks automatically, some steps in the sales process require manual updates to ensure the system knows what to do next.

Manual Steps in the Sales Process

  1. Appointment Showed:
    • When a lead shows up for their appointment, move them from "Appointment Booked" to "Appointment Showed" in the system. This is crucial for keeping the sales process on track.
  2. No Show:
    • If a lead does not show up for their appointment, move their contact card to "Appointment No-Showed". This action triggers the appropriate nurturing workflow to keep the lead warm.
  3. New Member:
    • If a lead decides to join your gym, move their contact card to "Won" to indicate a new member.

Nutrition Pipeline Management

Similar to the fitness pipeline, ensure you manually update the stages for leads in the nutrition pipeline. This includes:

  • Moving contact cards to "Appointment Showed" or "Appointment No-Showed".
  • Updating the system when a lead decides to join.