Overview
By following these daily steps, you’ll ensure each contact is engaged at the right time, optimizing Grow CRM usage for consistent growth. Make a habit of these steps to leverage Grow’s automation and engagement tools effectively.
Start with PushPress Grow Each Day
Watch This: HOW TO START YOUR DAY USING GROW.
Log in: grow.pushpress.com
Communicate with Leads and Members
Use the Grow App to manage messages in the Contacts section.
Track and Manage Sales Pipeline
Use the Opportunities pipeline to review lead stages.
Automate Communication
Create, edit, save, or publish Workflows to enhance automation.
Follow the New Client Journey
Monitor each stage of the client journey as they move through the process.
Start Your Day with Opportunities
Navigate to Opportunities: Check the Opportunities section for an overview of contacts in the membership sales pipeline.
Review Pipeline Stages: Leads move through stages like Warm Lead, Scheduled Trial, Attended, No Show, and Member.
Stages are automated based on workflows.
Example: Filling out a “Contact Us” form moves a contact to the Warm Lead stage in the Contact Us workflow.
Get Insights: Check the “source” of the lead in Opportunity details to understand how leads are entering your pipeline.
Check New Leads and Take Action
Focus on New Leads: Prioritize new leads in the Warm Lead section—these are fresh contacts within the last 30 days.
Update Lead Status: As leads move forward (e.g., scheduling a trial), the system automatically updates their status.
Re-engage Cold Leads: Leads that haven’t engaged within 30 days move to Cold Leads. Consider a follow-up call or message.
Review and Manage Contact Information
Navigate to Contacts: Use Smart Lists to organize leads (e.g., Warm Leads, Cold Leads).
Utilize Smart Lists: Select a list like Warm Leads to engage contacts in that category or drill down for personalized interactions.
Monitor Communication and Workflow Activity
Open Communications Tab: Review all messages—emails, texts, and notifications.
View details like message status, interaction history, and active workflows.
Verify Workflow Progress: Check active workflows in a contact’s profile. Remove them from a workflow if they have responded or need different handling.
Respond to Conversations and Notifications
Review All Messages: In the Conversations section, check unread and recent messages to respond promptly.
Use filters to narrow down contacts or message types.
Take Quick Actions: Send follow-ups or new messages as needed. Address unread notifications promptly.
Engage with Leads Based on Status
Warm Leads: Engage active warm leads who haven’t scheduled a trial or consultation.
Cold Leads: Reach out to cold leads with targeted follow-ups to renew interest.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!