This report summarizes PT and membership sales and the Follow-Up communication with those clients. It contains details on specific membership and PT sales as well as a summary tab.

Sample Follow-Up ROI Report: Summary Tab

• Membership Sold Table
  • Total New EFT: Total number of memberships sold and their total value
  • Follow-Up Before Sale: - How many units, EFT, and down-payments were generated from a follow-up.
  • % Follow-up Before Sale: - Percentage of units, EFT, and down-payments were generated from a follow-up.
• PT Sold Table
  • PT Sales: - How many PT units were sold, and what EFT and down payments were generated.
  • Follow-Up Before Sale - How many PT units, EFT, and down-payments were generated from a follow-up.
  • % Follow-up Before Sale: - Percentage of PT units, EFT, and down-payments were generated from a follow-up.

Membership Detail Tab

• Location
• Member
• EFT: Total value of scheduled automatic payments associated with this agreement
• Down: Amount of down payment on this membership sale 
• Contacts: Number of Follow-Up contacts made to this member before the sale
• Initial Contact: Date of initial contact
• Sale Date

PT Detail Tab 

• Location
• Member
• Sales: Total value of PT sales made to this member
• Contacts: Number of "PT Follow-Up" contacts made to this member before the sale
• Initial Contact: Date of initial contact
• Sale Date

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