This article will guide you through best practices on how to manage and track Intro Offers in ClubReady.
1. Create a Session Credit (Service or Class)
Create a session credit for your Intro Offer if you wish to have your lead be able to book and staff be able to view it on the schedule.
a. If creating an Intro offer as a one-on-one service, navigate to Setup > Scheduling > Services.
Name your service as "Intro Offer" and make sure to have the following settings:
- Service Is A Sales Consult - It allows you to track consultations (intro offers) effectively.
- Must Have Session Credits To Book - This ensures only leads with the session credit can book.
b. If creating an Intro Offer as a group class, navigate to Setup > Scheduling > Classes/Group.
Name your class as "Intro Offer" and make sure to have the following settings:
- Class Is A Sales Consultation - It allows you to track consultations (intro offers) effectively.
- Ad-Hoc Class? - This will allow for you to view bookings made from your Lead Management Dashboard.
2. Create a Sales Package
Setting an Intro Offer as a sales package allows you to give it a value (if needed) and track who has made this purchase.
Navigate to Setup > Sales > Sales Package.
Create a new sales package with the name "Intro Offer". Once added and you enter your settings, select the Eligibility tab to define the following:
- Must Be A Non Member - Set toggle to Yes
- Can Purchase Limited Times - Set to 1
Sales Packages, including your Intro Offers, can be available for online sales on your website or mobile app.
Enable a Sales Package for Online Sales
3. Create a Lead Type
You can classify your leads so you can track and manage them more effectively. In this case, you can create Intro Offer as a lead type to easily locate them through our reports and also be able to automatically assign them with an Intro Offer package (free package).
Navigate to Setup > Leads > Lead Types.
Name your lead type as "Intro Offer" and select your previously created sales package for Issue a free package.
4. Add to Point of Sale
You can include your Intro Offer package as a POS shortcut for staff to easily select when making a sale.
Add a Sales Package to the Point of Sale
5. Recommended Reports
Below is a list of ClubReady reports we suggest to keep track of your Intro Offers.
- Lead Conversions - This report will allow you to know your conversation percentage based on your Intro Offer lead type.
- Sales Process - Keep track of how many leads book a consult (Intro Offer) and the conversion percentage based on your staff members.
- Waiver Conversions - If you require leads to sign a waiver, this report will track how many leads filled out a form and the conversion percentage.
- First Visit - Keep track of leads who have booked an Intro Offer and what is the conversation percentage.
- Campaign ROI - Review your return on investment based on marketing campaigns that might have provided leads with an Intro Offer.