Lead Management
Lead Management is how Kanri helps you turn interested people into paying members. It covers the full journey a prospective member takes: from discovering your school online, to submitting their details, to booking and attending a trial class, to signing a waiver, to becoming a full member.
How leads work
Section titled “How leads work”When someone saves their personal details on your Lead Page, Kanri creates a profile with the type Lead, or reuses a matching existing lead. They do not have to finish every later step before the profile exists. You can also add a profile manually and choose Lead.
A Lead profile works exactly like any other member profile. You can add notes, send messages, view attendance, and assign a membership. The Lead type is just a label that tells you this person hasn’t committed yet.
Each Lead has a lead status that tracks where they are in your pipeline:
| Status | Meaning |
|---|---|
| New | Just submitted the lead form or was added manually. No one has followed up yet. |
| Contacted | Someone from your school has reached out to them. |
| Qualified | The lead is interested and likely to join. |
| Trial | A follow-up label you can choose for someone trying your school. |
| Converted | A follow-up label you can choose when someone joins. |
| Lost | No longer interested — not going to join. |
To update a lead’s status, open their member profile and click Edit. The Lead Status field is on the edit form.
Lead status and profile type are separate. A trial booking or subscription does not automatically set the lead status to Trial, and changing the profile type does not automatically set it to Converted.
Converting a lead
Section titled “Converting a lead”A lead’s profile type changes to Member when you create a membership or subscription. This happens at creation, not only after payment or an active start date. A trial subscription also changes the profile type. A trial class booking alone does not.
You don’t need to do anything special to “convert” a lead. Just add their membership or subscription as you would for any new member.