Follow-Up FAQ's

Where do 'overdue' calls show up?

Overdue calls will show up in red as "overdue" in your Follow-Up Agenda.

Why are deleted leads still in my follow-ups?

If leads are deleted while still in your follow-up bin, they will stay there until removed. You just need to click Follow-Up next to the lead's name in your profile page and then click "Not Contacted." Then choose "Not Interested (Delete)" and they will be removed.

How do I increase my follow-up numbers?

There are a few points you can analyze in your club:

* Are we using the digital guest waiver for every guest that's not a member?
* Is every employee adding leads to the system with Add New Lead?
* Do we have a web lead form on our website that is integrated with Club OS?
* Do we have follow-up scripts in place?
* Do we have active status drip email campaigns?

Once you have the answers to the questions above, you are able to see where you can improve.

 

Do segment-specific follow-ups behave differently in the follow-up window? For example, would it be expected for web lead segmented overdue follow-ups not to appear there?

No — segment-specific follow-ups should appear in the follow-up window just like any other follow-ups. Missing follow-ups are usually automatic ones that failed to send, not segment-related issues.

 

If I archive and then unarchive users in Club OS to restart them on new follow-up scripts, will they receive the new scripts or the old ones they were previously scheduled on?

When users are archived and then unarchived, they are reset into the active follow-up workflow and will receive the current version of the follow-up scripts—not the ones they were previously scheduled on. If a lead was partway through a sequence (for example, on Lead #4), that touchpoint automatically updates to the latest script version upon unarchiving.