Leads & trials
From first inquiry to enrolled,
without a spreadsheet
An inquiry arrives, someone tries a class, and either they join or they do not. New prospects get an instant reply, the owner is told again if nobody has called after 15 minutes, and the trial is tracked as a real state rather than a note on a pad.
What it does
The trial is a status, not a sticky note
- Inquiries land as records
- A form on your own website writes straight into the system, so an inquiry is a record with a source attached rather than an email somebody has to remember to act on.
- Prospect, on trial, expired, cold
- Prospect, on trial, expired and cold, in English and Spanish, with tags and a card for every prospect. A trial that ran out is something you can find and act on, which is the entire difference between following up and forgetting.
- Assigned, dated, noted
- An inquiry belongs to a member of staff, carries a follow-up date and keeps its notes, so the next conversation starts where the last one finished.
- Consent captured at the point of inquiry
- Email permission is recorded per lead when they ask, not assumed later. Retrofitting consent onto a list you already built is not really possible.
Fast, then measured
Answer in minutes, then see what worked
Choose who is told the moment a prospect arrives and send an instant reply by email. New prospects can be shared among your staff in turn, and the owner is told again if nobody has called after 15 minutes. Every message is written to the prospect’s history.
Then the part few tools show: which source brings the members who stay, how fast you reach new prospects and whether it matters, why prospects say no, and what a member costs you. That is where the money in a membership business is really made or lost.
Questions
The things people actually ask
Where do new inquiries come from?
Build a form in the app, see it as visitors will, and paste two lines on your website. Add your own questions, leave the permission boxes unchecked in advance, choose who is told, and every inquiry lands in Prospects as a record. A call or walk-in is saved in one pass, in under a minute.
Is a trial tracked differently from an inquiry?
Yes. "On trial" and "expired trial" are statuses in their own right, not a note in a field. A trial that ran out is a distinct state you can find, which is the difference between following up and forgetting.
Do you record whether someone agreed to be contacted?
Yes. Email permission is recorded per lead when they ask, so you are never working from an assumed list. Retrofitting consent onto a list you already built is not really possible.
How fast can we answer a new prospect?
Choose who is told the moment a prospect arrives, send an instant reply by email, share new prospects among your staff in turn, and have the owner told again if nobody has called after 15 minutes. Every message is written to the prospect’s history.
Can I tell which lead source brings members who stay?
Yes. Results shows how each source performs over 12 months, how fast you reach new prospects and whether it matters, why prospects say no, and what a member costs you. Make a tracking link with a QR code for a flyer, a post or an event to tell them apart.
Can leads from Facebook or Instagram ads come in automatically?
Yes. Send prospects from another tool, such as Facebook and Instagram lead ads through Zapier, straight into Prospects with a private address. Nothing to install, and a person already in your families is never added twice.
Included, like everything else
From $49 a month with every feature switched on. Free to try, no card and no contract.
Every student who quits unseen is tuition you do not get back.
The warning was in your attendance all along. Start the trial and see it on your own members.
- Switching is a file, not a project
- Import your members from your old system’s export, free at any size. You see every family before anything is saved, and you can undo it.
- No contract, no card to start
- Free to try. Export your members to CSV or Excel any time, without asking us.
- $49 a month, every feature
- Priced by the size of your membership. No setup fee, no per-staff charge, no feature held for a higher plan.
- English and Spanish
- Each person on your team picks English or Spanish, and emails go out in each family’s language.