By starting your day in the Opportunities section, reviewing your leads, and utilizing the Contacts and Conversations sections, you can effectively manage your membership sales pipeline. This proactive approach will help you understand where your leads stand and how best to engage with them.
Step-by-Step Directions for Starting Your Day in PushPress Grow:
Step 1: Log in to PushPress Grow
Access your Grow account and navigate to the Opportunities section.
Step 2: Review Your Membership Sales Pipeline
This section shows the stages your leads are in during their workflows.
Hover over each stage to view the workflows that placed leads in that stage.
Step 3: Check Lead Details
Click on a specific lead to view detailed information, such as:
Pipeline Entry: How they entered the pipeline (e.g., form submission, chat widget).
Communications: Recent emails and texts they’ve received.
Workflow Progress: The current stage and tags associated with the lead.
Step 4: Check Contacts
Go to the Contacts section to access Smart Lists:
Click on a category (e.g., “Warm Leads”) to view all leads in that group.
Select a contact to see their interaction history, workflows, and tags.
Step 5: View Conversations
Navigate to the Conversations section to manage ongoing communication:
Review messages in the Unread or All categories.
Use filters (e.g., name or status) to quickly find specific conversations.
Send direct messages or emails to engage with leads.
Step 6: Track Lead Progression
Monitor how leads move through the pipeline stages:
Leads will transition automatically based on their actions or inactivity.
For Cold Leads: Consider re-engaging them with personalized follow-ups.
Step 7: Take Action
Based on your findings:
Schedule Trials or Consultations:
Set appointments or follow-ups for interested leads.
Respond to Unanswered Messages:
Engage with leads who haven’t responded to previous communications.
Adjust Workflows or Tags:
Update workflows or tags to better organize your contacts.
Need Help?
For assistance understanding how to start your day with Grow, contact the PushPress Support Team via the Messenger tool in your dashboard.
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!