🌐 5.4 Marketing & Selling Plans

Overview

Your sales pipeline tracks prospective members from first contact to signed up. Set up your stages once, let automations do the follow-up, and spend your time on the leads that are ready to move.

Leads

Setting Up Sales Pipeline

Creating your stages

Select the Settings cog to manage your stages, automated messages and more.

Select Edit pipeline.

Under Stages, create or edit the stages prospective members will move through.

Select +Stage to add a new stage to the pipeline.

To remove a stage at any point, select the X icon.

Move leads automatically with event triggers

Event triggers move a prospective member from one stage to the next on their own, so nobody falls through the cracks.

Choose the action trigger – for example, when someone purchases X plan.

Choose the numerical trigger – for example, after the first occurrence.

Choose whether the trigger applies within a specific stage or any stage.

Choose which stage the lead moves to when the trigger is met.

For example, you could move anyone who buys an intro offer straight into a "Trialing" stage.

Set up email & SMS campaigns

Use Email & SMS to send campaigns automatically when leads enter a stage.

Choose which stage triggers the campaign.

Open the channel drop-down, and choose Email or SMS.

Select the Pencil icon to edit the message.

Draft your message, add an optional delay, then select Save.

Select Save and return to save your email and SMS trigger configuration.

For example, everyone who enters "Email intro offer" can get a message encouraging them to take the intro offer.

Assign follow-up tasks

Follow-up tasks remind your team to do something specific once a lead enters a stage.

Choose when the task should be created.

Select the team member the task is assigned to.

Select the Pencil icon to add internal details about the task.

Select Save to save the task and close the edit panel.

Select Save and return to save your follow-up task settings.

Set your stale lead threshold and team

In the same settings panel you can set your Stale lead threshold – how long before a lead turns cold – and the Team assigned to managing leads.

Work your pipeline

Select Back to pipeline to return to the main pipeline view.

Hold and drag a lead's card to move them between stages.

Use the filters to see only the leads that meet specific criteria.

Toggle to Tasks to focus on what's still outstanding.

Select Analytics to see performance across the whole pipeline.

Manually Adding a Lead

Someone reached out over DM or walked through the door? Add them to the pipeline yourself.

Select +Lead.

Add their contact details, or select someone who's already in your community.

Add the rest of the lead's details:

Source – where the lead came from

Value – what the lead is worth (optional)

Assignee – the team member who owns follow-up

Link members – link a lead to existing members to show who referred them, or to connect family members

Link plans or Link appointments – if you already know what they're interested in

Notes – context for your team

Choose whether the lead should receive automated communications.

Select Add.

Embedding a Lead Generation Form

Put a lead generation form on your own site and new leads land straight in your pipeline.

Select the Embeds tab.

Switch Widget content to Lead generation form.

Customize the form however you see fit, then copy the embed code onto your site.

For more, see: 🌐 9.1 Embedding Content

Please note: Our lead management feature is currently under beta and available for select hosts. If you have feedback or want early access, please email [email protected].