Managing Membership Leads With ClubReady

Overview of how ClubReady can help you drive results with your membership lead flow

Transcript

1. 10 Slide Overview Of Lead Management Using
2. Lead Management – The Big Picture • Capture - and understand the return vs. cost from multiple lead sources • Capture - leads in club (self service) • Don’t Waste - never lose a lead - even years later • Automation - make things happen automatically at the right time • Automation - multiple touches – Calls / Emails / SMS / Mobile Push / Postal Mail • Automation - present staff with “who to call each day” • Efficiency - ensure staff can work efficiently on an intuitive system • Efficiency – Add-hoc blasts – Email / SMS / Mobile • Schedule - presentations • Automation - remind and track no-shows • Standardize - staff presentation flows • Convert - provide additional conversion paths at the right time (online signup) • Measure - everything that can drive improvement in people & process • Measure - assess when closer is not seller (free class based presentations) • Measure - do this across many locations – with slice & dice capability • Make everything above 100% customizable
3. Capture And Understand External Lead Sources Create lead forms on multiple sources • Club or corporate website • Marketing landing pages • Adwords / Bing / Yahoo • SEO • Campaigns • Facebook • Other campaigns • Track all with a unique ID • Track how each converts • Which clubs do better than others with the leads? • Track the $ performance • Make better marketing decisions Prospect Management & Automation Reporting
4. Capture Leads In The Club Self Service or With Staff • Tell a story or keep it simple • 100% customizable • Ask questions and change path • Video / Pictures / Text • Self add as a new prospect • View / electronically sign waivers • Place in a kiosk stand with touch screen if desired
5. Automation – Lead Management on Auto-Pilot Triggers & Conditions • Prospect added • Days elapsed • Consult scheduled • Consult no-show • Complete a consult • SMS replies • Email Opens Possible Automatic Outcomes • Switch to different automation rule set • Distribute leads to staff • Create a staff task to call lead • Add free consult credits • Send email • Send Text (SMS) Message • Send postal mail • Pre-recorded phone call (soon) Create detailed lead flow charts the switch leads automatically into new paths and new outcomes / touches dependent upon time passed or things that occur
6. Automation – Present Staff With Who To Call
7. Schedule Bookings & Measurement • Prospect can self book / cancel / reschedule if desired • Track Set / Show / Close • Track if booking confirmed • Reminder emails • Reminder SMS • Class based consults or 1-on-1 consults
8. Ad-Hoc Blasts To Leads Flexible • Full WYSIWYG email template designer • Create at Corporate level and make available to all locations • Customize with tags • Customize both emails & SMS
9. Standardize – Staff Presentation Flows Create Simple Or Complex Presentations • Build exactly the presentation flow that fits your approach to selling – 100% customizable • Choose from over 30 different types of presentation steps to build your customized presentation flow • Use for staff training • Ensure a consistent approach • Build multiple steps into flow • Include wellness info – health history / goals etc. • Include calculators • Video / Images / Text
10. Convert Dead Leads With Zero Effort.. Online Signup • Integrate into automation • After X days – send offer email automatically • Include link to online signup HTML Email SPECIAL OFFER!
11. Measure & Report – Across Many Locations Single Location Or Many - Corporate / Division / District / Location – Slice & Dice