The lead conversion workflow guides your team from initial enquiry to first appointment. Log the lead source, assign a follow-up task, record all communication in the lead record, and convert to a full client profile the moment they book. Track conversion rates by source, staff member, and campaign.
How It Works
01
Receive a lead via form, phone, social media, or walk-in and log it in Leads → New Lead
02
Assign the lead to a staff member and create a follow-up task with a due date
03
Log every call, email, and message against the lead record
04
When the lead books, click Convert — a full client profile is created automatically
Key Features
Lead Source Logging
Staff Assignment
Follow-Up Task Creation
Full Communication Log
One-Click Conversion
Client Profile Auto-Creation
Conversion Rate Tracking
Lost Lead Reason Recording
Pro Tips
Follow up every new lead within 1 hour — response speed is the single biggest factor in conversion
Record a reason for every lost lead so you can identify and fix the barriers to conversion
Celebrate conversions with your team — track individual staff conversion rates publicly