Work a lead from enquiry to client

Every enquiry, booking and lead magnet signup lands in My Leads → Pipeline. From there you take a lead through PAR-Q, a consultation and conversion into a paying client. A Demo Lead is added to your pipeline so you can try the drawer before a real enquiry arrives.

The statuses

• New: just arrived from your form, booking page or a lead magnet.
• Contacted: you have reached out. Set it yourself.
• Booked: set automatically when they book through your booking page. Set it yourself if you booked them by hand.
• Closed Lost: written off. If they enquire again later they move back to New on their own.
• Converted: they became a client. Converted leads leave the pipeline and appear under My Clients.

Steps

1. Open My Leads. Click a lead's row to open the drawer. Use the search box and the source and status filters to find people.
2. Read their answers under Goals, and add a note with Add a note… so you remember the conversation.
3. Under PAR-Q, click Send PAR-Q to email them a branded link, or Copy Link to send it yourself. You see "PAR-Q email sent." for a few seconds. When they complete it, the pill changes to PAR-Q Done, or PAR-Q Review if they answered Yes to anything. Click View PAR-Q, read it, and click Mark reviewed.
4. Under Consultation, click Start consultation to record goals, body stats, lifestyle, diet and motivation while you talk. This is a form, not a booking. To book a time, use your booking page or add a Consultation on the Calendar.
5. Update the status in the drawer as you go. Status changes save immediately.
6. When they are ready to train, click Convert to Client at the top of the drawer.
7. In Convert lead to client, choose how you will coach them (In person or Online), how you will bill them (Subscription, Pack, Program or Casual), and Payment collection (Stripe or Manual / off-platform). Fill in the price and dates, add any notes, and click Convert to client.
8. If you chose Stripe, the success screen shows a payment link. Click Email to send it, or Copy to share it yourself. Click Done.

What you should see

• The lead disappears from the pipeline and appears in My Clients with the status Active.
• Their PAR-Q, consultation and notes carry across to the client.
• For a Stripe plan, the client's billing card shows Awaiting payment link until they pay. Once they pay it becomes Active.

If it is not working

• "Lead has no email on file." You cannot send a PAR-Q without an email. The Demo Lead's address is not real, so nothing will arrive for it.
• I chose Converted in the row dropdown and nothing changed. That option opens the conversion modal. Converting always needs a billing choice, a price above zero unless Casual, and a start date.
• There is no delete button. Leads are never deleted. Set them to Closed Lost instead.
• A converted lead is missing from the pipeline. The All Active filter hides converted leads. Find them under My Clients.
• "Stripe isn't connected yet" on the success screen. The plan was created in manual mode. Record payments by hand on the client's billing card, or connect Stripe and add a new plan. See Connect Stripe.
• The payment link expired. Stripe links last 24 hours. Open the client's billing card and click Copy Link or Email Link to mint a fresh one.
• Booking a consultation on the Calendar did not change the status. Only the booking page sets Booked automatically. Set it in the drawer.