CRM - Prana House

Prana House CRM

Team Follow-up Protocol

Start of Shift

Open Priority View. Every red or yellow lead is your responsibility today.

New Lead Comes In

Add to tracker within 15 minutes. Set next follow-up to tomorrow. You own this lead until handover.

After Every Contact

Add a dated note line. Update Last Contact. Set next follow-up within 1 to 2 days maximum.

Shift Handover

Filter by your name. Brief incoming person on Warm leads. No lead leaves without a next follow-up date.

Converted

Mark Converted. Select what they bought. Register on Mindbody. Add a note.

Mark Lost

Only after 3 attempts over 7 or more days with no reply. Add a note on why.

Overdue

Need immediate action

New

Not yet contacted

Warm

Replied, not booked

Converted

Booked on Mindbody

Total

All leads

Active leads sorted by urgency. Red = overdue. Yellow = due today.

Loading leads from Google Sheet...

A wellness centre that believes in community and connection. Supporting experts, practitioners and instructors by providing a tranquil space with a plug and play model.

You can focus on your craft and clients, without having to worry about anything else.

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