Lead Generation & Management Module
Webinar • 52 min
Converting curious prospects into committed, paying members requires speed, organization, and clear accountability. In this 52-minute live launch session, in2 account managers Wajd and Melissa walk through the all-new Lead Generation & Management Module, built to streamline customer acquisition for solo studio owners and multi-branch sales teams alike.
Key Takeaways:
• Omnichannel Capture: Generate up to 10 unique, trackable form links to deploy across social media profiles, paid campaigns, website banners, and front-desk QR codes.
• Tailored Qualification Forms: Control exactly what information prospects submit before their first visit—from basic contact details to specific fitness goals or past injury history.
• Structured Sales Pipelines: Eliminate lost inquiries by assigning leads to specific staff members, logging conversation notes, setting automated task deadlines, and tracking customizable status stages.
• Frictionless 1-Click Conversion: Turn qualified leads directly into active client profiles simply by purchasing a package from the lead record—eliminating double data entry and human error.
• Actionable Conversion Metrics: Gain real-time visibility over pipeline health with instant 30-day metrics comparing total leads captured against successfully converted memberships.
Watch the full webinar recording to automate your sales pipeline and turn marketing interest into recurring revenue.
Highlights
Key takeaways from the conversation
The 4-Stage Lead Lifecycle (Capture to Conversion)
Understand the end-to-end journey within in2. From automatically logging multi-channel inquiries (Capture) and organizing pipelines (Organize) to assigning follow-up tasks (Follow-up) and converting prospects directly into paying clients (Convert) with zero duplicate re-entry
Multi-Source Capture Links & Custom Lead Forms
How to create up to 10 trackable public lead links (for social media, Google, website, ads, or QR codes) and customize required vs. visible form fields to collect critical prospect details upfront
Pipeline Health, Smart Filtering & Duplicate Deletion
Best practices for managing your pipeline, using custom lead statuses, tracking 30-day funnel metrics (Total vs. New vs. Converted), assigning owners, and running duplicate checks to prevent sales confusion
Seamless 1-Click Conversion & Task Automation
How sales teams and front-desk staff log notes, track deadlines, and instantly convert a prospect into a full client profile with an active package in just two clicks
Timestamps
Jump to the moments that matter
01:16
Why Instant, Zero-Friction Lead Capture Matters
04:08
Navigating to the Leads Tab in the Clients Module
04:44
The 4 Core Jobs: Capture, Organize, Follow-Up & Convert
07:20
Source Tracking: Google, Social Media, Referrals & Ads
09:27
Configuring Lead Forms: Mandatory vs. Visible Fields
11:03
Creating Trackable Links & Embeddable Lead Forms
see all
12:33
Smart Filtering: Status, Assigned Staff & Source
13:16
Managing & Cleaning Duplicates in Your Pipeline
13:44
Setting Up Custom Lead Statuses (Up to 10)
14:14
Bulk Assigning Leads to Sales Staff
16:03
Lead Profiles: Logging Notes & Overdue Tasks
17:30
Converting Leads via "Buy Package" (No Re-entry)
19:00
Pipeline Health Dashboard: 30-Day Funnel Metrics
20:28
Best Practices for Sales Teams & Owners
25:34
Live Q&A: Commission Tracking & Sales Hand-offs
29:56
Live Q&A: Reporting Roadmap & Filtering by Staff
31:18
Live Q&A: Bulk Uploads & WhatsApp Lead Links
35:42
Live Q&A: Handling Duplicates (Client vs. Lead)
37:34
Live Q&A: Solo Owners, Social Links & QR Codes
44:05
Live Q&A: Lead Module vs. Dormant Branded App Users
48:21
Live Q&A: Front Desk Walk-In QR Code Registration
More Webinars
Get Paid Faster, Grow Your Cash Flow1 min read
45 min
Learn about mobile tools available to your clients and staff, from booking multi-branch classes to syncing personal calendars and collecting real-time feedback
Elevate Your Client’s Experience1 min read
22 min
Learn about mobile tools available to your clients and staff, from booking multi-branch classes to syncing personal calendars and collecting real-time feedback