This section appears only when your Add Member toggle is set to ‘Prospect’.
Track a prospect’s journey from first contact to becoming a member with the Prospect Funnel — a simple, visual tool designed to help your team stay focused and proactive.
By seeing exactly which stage each prospect sits in the funnel, staff can follow up at the right time, with the right message — helping turn interest into membership.
Manage Prospect Funnel
You can choose to record how your first interaction with the prospect occurred—whether that was a walk-in, phone call, website enquiry, or social DM.
Tracking these first interactions over time can help form a more accurate picture of how your prospective members are wanting to make contact with you.
Manage Contact Methods
You can gauge how likely this person is to convert. Was it a casual inquiry, or are they ready to sign soon?
Over time, track patterns in lead quality and conversion rates using reports.
Manage Lead Strength
Curious about Sales Reps and Source Promotion? This is covered on the Marketing Tools page
Ready to go back to adding your new member? Return to Add Member
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