How are you currently capturing and managing new leads
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Manually inputting into spreadsheets
Using multiple disconnected tools (e.g., forms, email, calendars, website & funnels, lead tracking, membership area, webchat, reporting, content distribution)
Employing a CRM with some automation
Utilising an all-in-one CRM that automates follow-ups and scheduling
What happens after a lead expresses interest in your gym
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They receive no immediate follow-up
We manually reach out when possible
An automated message is sent, but scheduling is manual
They enter an automated nurture sequence with scheduling options
How many different software tools are you using to manage your gym operations? (think forms, email, calendars, website & funnels, lead tracking, membership area, webchat, reporting, content distribution)
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More than five
Three to five
Two
One integrated platform
Do your current software tools seamlessly integrate and communicate with each other
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Not at all
Somewhat, with manual data transfers
Mostly, with occasional issues
Yes, they operate as a cohesive system
How do you track member attendance and engagement
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We don't track this data
Manually, through sign-in sheets or spreadsheets
Using a basic tracking tool
Through an integrated system with automated alerts
What actions are taken when a member hasn't attended in a while
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No specific action
We manually reach out when we notice
An automated message is sent after a set period
They enter a re-engagement workflow with personalised communication
How do you access key performance metrics (e.g., revenue, attendance, churn)
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We don't regularly track these metrics
Manually compile reports from various sources
Use separate tools for different metrics
Have a centralised dashboard with real-time data
How confident are you in making data-driven decisions based on your current(1 point) reporting
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Not confident; data is unreliable or hard to access
Somewhat confident; data is available but not timely
Confident; data is accessible with some effort
Very confident; data is readily available and actionable
How are tasks and responsibilities assigned and tracked among your staff
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Informally, without a tracking system
Through verbal communication or messages
Using a basic task management tool
Via an integrated system with automated task assignments
How do you onboard new staff members
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No formal onboarding process
Manual training sessions without documentation
Standardised materials shared manually
Automated onboarding workflows with training modules
How do you communicate with members and leads
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Individually through calls or messages
Group emails or messages without personalisation
Segmented communication using basic tools
Automated, personalised messages based on behaviour and preferences
How do you manage and track your marketing campaigns
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We don't have a structured marketing approach
Use separate tools for different channels
Have a basic system with limited tracking
Utilise an integrated platform with comprehensive analytics
Full Name
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Phone
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Email
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Company Name
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