Converting a Lead
When a prospect decides to sign up, you need to convert their lead record into a full gym account. This is a critical workflow that should be followed carefully.
Pre-Conversion Checklist
- ☐ Demo completed and outcome recorded
- ☐ Pricing agreed and documented
- ☐ Contract terms confirmed (plan tier, billing cycle, any discounts)
- ☐ Lead status updated to "Won"
Conversion Steps
- Navigate to Gym Leads → [Lead Name]
- Update the lead status to "Won"
- Use the Convert to Gym action (if available) or manually create the gym account
- The gym account is created with the owner's details from the lead
- Assign the correct subscription plan and billing terms
- Send the SaaS contract for signature
- Begin the onboarding process (see "Gym Onboarding & Migration")
What Happens on Gym Activation
When a gym transitions to Active status, the following are automatically provisioned:
- 10 Starter Pack automation flows — Active flows covering welcome, retention, revenue protection, and lifecycle
- 17 gym email templates — Pre-populated templates for all automation nodes
- Default settings — Standard configuration based on the plan tier
Post-Conversion Follow-Up
- Schedule an onboarding call within 48 hours
- Verify the SaaS contract is signed (the "No SaaS Contract Reminder" automation fires after 7 days if not)
- Add internal notes about any special arrangements
- Monitor the onboarding pipeline for progress