The sales funnel feature allows clubs to specify a set of sales funnel stages within the Club Settings page. This feature is only available to customers using Complete.
Package
This feature is available on the Complete package.
Take a look at the video to see the feature in action.
Why Use This Feature?
The Sales Funnel in ClubRight helps you keep track of new people who are interested in joining. It shows you where each lead is on their journey – from first contact to becoming a member – using clear colours and simple stages. You can drag and drop each person into the next step as they move forward.
This makes it easy to:
Keep every lead – so you don’t forget anyone who walks in, messages you online, or visits your website.
Guide people to join – by setting up steps like Trial Booked or Ready to Join.
Send the right messages – based on where each lead is in the funnel.
Stay organised – so you always know who needs a follow-up.
See your progress – and know how close you are to hitting your membership goals.
It helps turn interest into sign-ups – and sign-ups into income.
Step 1:
Go to Settings > then Club Info > Sales Funnel
In Club Settings, users can add, edit and delete sales funnel stages specific to their club requirements. A colour should be assigned to each stage to make use of the dashboard summary widgets.
Step 2:
Stages can be reordered by drag and drop. (The drag and drop feature is however not supported on the mobile app.)
Step 3:
It is easy to move customers from one stage to another using drag an drop when you speak with them making sure that all your communications are relevant at all times.
Step 4:
The members grid also allows you to see customers that are at different stages and filter them by stage for communication purposes
You can then filter the stages to then send out communications outside of the automated emails you may have already set up
When an active stage is deleted a warning message is displayed because it may have members already assigned. If so, those members would appear as no longer in the sales funnel.
Step 5:
Your Dashboard Pie chart will display in real time how many customers are at each stage of the funnel.
Step 6:
A report is available in the Operational Reports sub menu within Reporting. This shows a summary of the number of members in each stage followed by a break down of members per stage. Each section has a message button to Send Message to all members within that stage.
Step 7:
A lead drops out of the funnel once they buy a membership, so that it only focuses on opportunities for business with rather than becoming an endless list that doesn't evolve.
Helpful Tips
Do not over complicate your Sales Funnel with too many stages
Ensure that everyone understands what each stage you have set up means
Empower the whole team in your business to be involved as it is not just a sales persons job, everyone is involved in sales in some shape or form
Above all make it simple.