1. Understanding the Opportunity Pipeline

The pipeline is automated for most stages, but manual input is required at key points to track progress and ensure data accuracy.

• Automated Stages:some text
  • Leads Contacted: Added when a lead fills out their information but doesn’t book.
  • Leads Responded: Added when a lead responds to a text message.
  • Leads Booked: Added when a lead books a jumpstart call.
  • No Show: Automatically updated if the lead misses their appointment.
  • Shown: Updated if the lead attends the call (marked as "Show" in the previous step).
• Manual Stages Requiring Your Input:some text
  • Leads Shown
  • FC Booked (Fitness Consultation Booked)
  • Services Sold

2. Updating Pipeline Stages

1. Leads Shown Stage:some text
   • If the lead attends the call, they are automatically moved to the Leads Shown stage.
   • At this stage, decide the next action:some text
     • Closed Lost:some text
       • If the lead doesn’t book a fitness consultation (e.g., due to budget or timing).
       • Tap the card > Change status to Closed Lost > Add a reason (e.g., “Budget” or “Timing”).
     • FC Booked:some text
       • If the lead books a fitness consultation, drag them to the FC Booked stage.
2. FC Booked Stage:some text
   • When the consultation occurs, update the stage:some text
     • Closed Lost:some text
       • If the lead doesn’t move forward after the consultation, mark as Closed Lost with a reason.
     • Services Sold:some text
       • If the lead purchases a service or package, drag them to Services Sold.
3. Services Sold Stage:some text
   • For closed sales, update the opportunity value.some text
     • Example: Enter $2,000 or $3,000 based on the package sold.
   • Status is automatically updated to Closed Won.

3. How to Update Stages

• Mobile App:some text
  • Tap the card to edit details (e.g., change status, add reasons).
• Desktop:some text
  • Drag and drop leads between stages or update details directly in the card.

4. Key Points to Remember

• Automation: The first three stages are automated, requiring no manual intervention.
• Manual Input: Ensure updates are made for the Leads Shown, FC Booked, and Services Sold stages.
• Detailed Reasons: Provide reasons for Closed Lost to improve tracking and understanding of trends.
• Opportunity Value: Always update the value for closed sales to reflect the revenue generated.

5. Final Notes

• Use the mobile app for quick updates or the desktop version for drag-and-drop functionality.
• If you have questions or need clarification, feel free to reach out anytime.

Stay consistent with updates to maintain an accurate and actionable pipeline!

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