There are lots of different metrics you can assign to leads for reporting purposes, it is important to know the difference between them so that your reporting can be as accurate and helpful as possible.

Lead Source

This is where the lead/yourself actually submitted/captured the details of the inquiry. Some examples of Lead Sources are below:

Calendly

Facebook

Facebook Ad

Import

Outreach

Phone Call

Other

Sale Referral

Website

Walk In

Instagram

Social Media Agency

Member Referral

SMS

Email

Groupon

ClassPass

Lead Box

MindBody

Heard About Method

This is where the lead heard about you. For instance, a friend may have told them about your club, which then made them go to your website and fill out the inquiry form. The Heard About Method would be the friend/word of mouth, but the Lead Source is your website inquiry form. Another example of this would be George Hanson who is a current member with you refers a friend – the Lead Source would be ‘Member Referral’, but the Heard about Method would be ‘George Hanson’. Some more examples below.

Facebook Page

Instagram

Facebook Ad

Flyer

Poster

Walk by/ Drive by

Member Referral (Name of Member)

Sale Referral (Name of Salesperson)

TV Ad

Word of Mouth

Outreach/Cold Call

Google Search

Radio Ad

Tags

Tags are any extra pieces of information that you may deem important that is not already captured in the Lead Source or Heard About Method. Some examples of tags are:

Big Corporates

Buddy Up Program

Marketing Agency

Digital Agency

Flyer Hand Out

Letterbox Drop

Winter Sale

Local advertising

Local PR

Service Business

Xmas/EOY/NY Sale

Black Friday

6 Week Challenge

Re-Open

Kick Start

Grand Opening

Summer Sale

Birthday Sale

50% Off

Free Trial

Deals

Deals are what level/term of membership you have closed a lead on. Examples of Deals are.

6 Month Contract

12 Month Contract

10 Session Pass

Seniors

Opening Special

Flash Sale

Casual Workout

Referral Offer

Junior/Student

Other

Lost Reasons

Lost reasons are the reason why the lead did not sign with your club. Please note that if a lead has ‘gone dark’ and you have not been able to reach them, you would mark this lead as ‘inactive’ rather than lost. A lead is lost when they explicitly tell you they are not interested or when they cancel their membership. Examples of Lost Reasons are:

Didn't enjoy the workout

Different Goal

Injuries

Location

Medical Reasons

Missing Equipment

Motivation

Moving Away

No Parking

Opening Hours

Too Expensive

Training too hard

Not Stated

Joined Competitor

Did this answer your question?