Prospecting for Clubs

Jimmy Girot

|

March 1, 2019

|

category

minute read

PUblished

March 1, 2019

We are excited to release new features to the Membership Prospecting tool on March 4th that adds additional reporting and makes viewing, tracking and updating prospects easier for your staff!

New Membership Prospecting Tasks Report

With this release, we have added a new report to give visibility into the tasks that your sales team members complete in Club Automation. At a moment’s glance, you can now see the types of tasks and how many tasks were completed for each employee over a specified date range.

Ability to View Prospect List by Assignee

When you are viewing the prospecting list, you will now have two filters you can leverage to pare down the list of prospects. The first filter is the assignee field. With this update, you will now be able to view the prospect list by my prospects, all prospects, unassigned prospects and you will also be able to view prospects by each staff member.

A user by default will be able to view their prospects, but there are new permissions to govern whether or not they will be able to view the other assignee options in the list.

Ability to View Prospect List by Status

In addition to filtering the prospect list by assignee, you will have a separate filter to pare down thelist of prospects by status. This allows you to use both the assignee filter and the status filter in tandem to view different combinations of prospects.For example, you could choose to view "my prospects that are joined"or "unassigned prospects that are active".

New Permissions

As mentioned above, we have added three different permissions to control who can view the prospect list by "All Prospects," "UnassignedProspects" or to view the prospects broken down by other staff members.

Additionally, we have added another new permission to control if a user can assign a prospecting task to another user. If a user cannot assign a prospecting task, their name will by default be populated in the assignee field and they will not be able to change it. If the user does have permission, they will be able to change who the task is assigned to.

In addition to these updates, every release includes improvements for speed, reliability and bug fixes to enhance your CA experience.

Are you ready to run your health club effortlessly and achieve your goals?  Learn more about the platform built for club operators by club operators.

New call-to-action

What’s a Rich Text element?

Thi sis a

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

dadasd

Static and dynamic content editing. A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

ddddd

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

dsadadasdas

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

  • Just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection
  • Any collection and then connect
  • This i any collection and then connect

Into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

other articles

continued reading

Grow Your Memberships With the VFP Performance Dashboard

read article

Grow Your Memberships With the VFP Performance Dashboard

The VFP Performance Dashboard offers the insights you need to unlock your club’s full potential. Set smarter goals, track progress, and convert more members

Read Article

Redefining Fitness Success with Club Automation Tech Partners

read article
No items found.

Redefining Fitness Success with Club Automation Tech Partners

Discover how Club Automation key fitness partners are redefining fitness success. Gather valuable insights from industry experts on the significance of tech partnerships.

Read Article

Lead Generation Ideas for Gyms: Engage and Convert Prospects

read article

Lead Generation Ideas for Gyms: Engage and Convert Prospects

Discover actionable lead generation ideas for gyms. Use these proven strategies to engage prospects, optimize follow-up, and convert leads into loyal members.

Read Article

IHRSA 2024 Recap: Unpack the Latest Insights and Innovations

read article

IHRSA 2024 Recap: Unpack the Latest Insights and Innovations

Couldn’t attend IHRSA 2024? No problem. Catch up on the latest fitness industry trends and tap into the IHRSA energy at home with an on-demand recap webinar.

Read Article

How Unyqe Fitness Grew New Members 488% in One Month

read article

How Unyqe Fitness Grew New Members 488% in One Month

Unyqe Fitness grew their average new members 488%. Learn their secret to enhancing their experience without losing the human connection that makes them special.

Read Article

8 Things You Need for Better Gym Lead Generation

read article

8 Things You Need for Better Gym Lead Generation

Attract more leads and increase your gym’s revenue with the right techniques and technology. Here are 8 things you need to improve your gym’s lead generation.

Read Article

Top Fitness Industry Trends to Know for 2024

read article

Top Fitness Industry Trends to Know for 2024

We analyzed 880+ Club Automation users to discover the fitness industry trends to know in 2024. Learn how we grew in 2023 and how to keep that momentum in 2024.

Read Article

Ready to outrival
the best?

Talk to our team and unlock your full potential.

Get a Demo
Get a Demo