Some Improvements To Club Membership Lead Management
The membership leads functionality is a bit less powerful than the personal training prospect management in that it doesn’t have automatic rules or different categories beyond how the lead contacted the club. Some improvements have been made to allow for much greater flexibility in filtering and managing the lead list.
Now the membership lead list can also be filtered by contact type, and first contact person as well as time since being added. Last notes can also be shown in the lead list for easy viewing (just like in PT prospect management) and also and chart of how many of the leads in the filtered list have had notes added has also been added. Details can now also be edited.
Filtered lead lists can now also be exported to excel.
Remember as well that targets and dashboard widgets are available for membership leads. Targets can be set for both adding new leads and converting leads and the tracking of that vs a daily target can be added to the dashboard. Anybody responsible for membership leads and conversion can see at a glance if they are on track for the month and if not exactly what they have to do to catch up.
