How to Manage Leads Follow-up & Enquiry Form in Fit+club App

The Fit+club mobile app provides robust tools for sales and lead management. The “Enquiry Form” and “Follow-up” features work together to help you capture new leads and effectively nurture them into paying members.

📞 Managing Enquiries & Follow-ups #

Converting a prospect into a member requires consistent communication and tracking. These features streamline the entire sales process from initial contact to closing the deal.

Feature Overview #

The Follow-up & Enquiry Form features enable you to:

• Create new enquiry forms to capture prospect details.
• Schedule and track follow-ups with potential members.
• View a chronological list of all follow-up calls or meetings for a specific date.
• Maintain a clear and organized record of all your sales activities.

Step-by-Step Instructions: #

1. Log in to your Fit+club account on your mobile device.
2. Navigate to the Follow-up Section:
   • From the dashboard, locate the three-dot menu icon at the bottom right corner of the screen.
   • Tap this menu icon, then select “Follow-up” from the navigation options.
3. Create a New Enquiry Form:
   • From the “Follow-up” list screen, tap the “+” button at the bottom right corner.
   • This will take you to the “Enquiry Form” screen .
   • Fill in the prospect’s details:
     • Name: The prospect’s full name.
     • Mobile: Their contact number.
     • Email: Their email address.
     • Gender: The prospect’s gender.
     • Reference: How they heard about your gym.
     • Status: The current status of the lead (e.g., Hot, Warm, Cold).
     • Enquiry Date: The date of the initial enquiry.
     • Next Follow-up: Select the date for the next follow-up call or meeting.
   • Tap “Save” to create the new enquiry.
4. View Follow-up Details:
   • Back on the main “Follow-up” list screen, you will see a list of enquiries and their next follow-up dates.
   • To see the follow-up activities for a specific date, select the date from the calendar or date selector at the top of the screen.
   • The list will then filter and show all the follow-ups scheduled for that selected date.
   • You can then tap on an individual entry to view the full details of the enquiry and add new follow-up notes or update the status.
5. Save Your Changes

By using the Follow-up and Enquiry Form features, you can ensure that no potential member falls through the cracks, allowing you to effectively manage your sales pipeline and grow your business.