ChecklistSales
Gyms and personal training: Lead follow-up and sales process
From first reply and CRM fields to the trial class flow, follow-up, and hand-offs: a 53-point lead follow-up list. Write down who does what, and when, at every stage.
53 items6 groups18 minOctober 15, 2026
- lead follow-up
- sales process
- checklist
- gyms
Use this list to turn every incoming request into a record that has an owner and a next step. A lead comes from an ad, but whether it becomes a membership depends on first-response speed, the trial class, and follow-up.
First response and speed
- Requests from forms, WhatsApp, DMs, phone, and the front desk land in one place (CRM or shared sheet) with the source field filled in.
- The first-response target during opening hours is written down (say, 15 minutes), and one person counts waiting requests every morning.
- Messages that arrive after hours get an automatic reply that gives the time of your first response and a link to the class schedule.
6 items more in this group for members.
50 items more for members
This item has 53 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields and record-keeping9 items
- 03Call and conversation standard8 items
- 04Trial class: confirmation, show-up, and welcome9 items
- 05After the trial: follow-up and close9 items
- 06No-shows, lost leads, and hand-offs9 items
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Agencies and freelancers
- Personal brands and creators
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