Leads, referrals and NPS

These three pages help us grow the studio and hear how members feel. Leads tracks prospects until they join, Referrals rewards members who bring friends, and NPS surveys members on how likely they are to recommend us. Each lives on its own page under the app.

1. Open Leads. Go to the Leads page to see every prospect and where they came from. Use "Add lead" to record a name, source, email, phone and any notes.
2. Set marketing consent. Tick the consent box only if the person agreed to receive marketing emails. It carries across to their member profile if they later join.
3. Work the pipeline. Move each lead through its status (new, contacted, trial, converted or lost) and use "Log contact" each time we reach out. Filter by status or source to focus.
4. Convert a lead. When a prospect signs up, hit Convert to create their member record. Their bookings and a link to the new member then show on the row.
5. Open Referrals. Go to the Referrals page. Members share a personal link, and when a friend joins through it the referral converts. The stats show codes issued, clicks, conversions and credit granted.
6. Grant a referral reward. In "Awaiting reward", grant the reward to credit the referring member's account with the set amount in EUR. Rewarded referrals are then removed from the list.
7. Open NPS surveys. Go to the NPS page to ask members how likely they are to recommend us, on a scale of 0 to 10. Invites go out by email with a private response link.
8. Read the score and comments. Track your Net Promoter Score over time, with promoters, passives and detractors per campaign, alongside the comments members leave.