The Leads Contacted Two Times or Less Report displays a club’s entire population of Prospects who, either, possess a ‘Missed Guest’ status or have yet to progress to Stage #3 of the Membership Follow-Up Schedule. This aids staff in tracking Prospects who present a potential sales opportunity who already reside within the system. This report is filterable by Location and Employee. 
 

Note: Prospects who do not possess, either, a follow-up employee or a further, scheduled follow-up will not appear within this report.

 

The Report

This report’s columns include:
 

1. Location: The club location to which the Prospect belongs.
    
2. Employee: The staff member who is responsible for the Prospect’s follow-up.
    
3. Lead: The Prospect who has not been followed-up with more than twice.
    
4. Status: The Prospect’s current follow-up status.
   Note: Such statuses include ‘Missed Guest’, ‘Active Guest’, ‘Expired Guest’ and ‘Referral’.
    
5. Email: The Prospect’s email address.
    
6. Mobile: The Prospect’s cell phone number.
    
7. Home: The Prospect’s home phone number.
    
8. Work: The Prospect’s work phone number.
    
9. Created Date: The date in which the Prospect was created within Club OS.