Leads pipeline
Track enquiries, prioritise follow-ups and convert leads into clients.
Search…⌘K
New leads
32
+12% this week
Call booked
18
+8% this week
Proposal sent
11
+5% this week
Trial booked
7
+3% this week
Converted
5
+20% this week
Potential monthly revenue
£4,780
Based on pipeline value
Lead pipeline
32 active leads · sorted by priority and follow-up
Search leads…
Source
| Lead | Goal | Source | Status | Est. value | Follow-up | Priority | Actions |
|---|---|---|---|---|---|---|---|
SJ Sarah Johnson Lead · REPs profile | Weight loss coaching | REPs profile | New | £600 | Today | High | |
MB Michael Brown Lead · Directory search | Strength training | Directory search | Call booked | £480 | Tomorrow | Medium | |
EW Emma Wilson Lead · Website | Online coaching | Website | Proposal sent | £720 | 2 days | High | |
DL David Lee Lead · Referral | Muscle building | Referral | Trial booked | £900 | 3 days | High | |
OT Olivia Taylor Lead · Instagram | Pilates and mobility | Call booked | £360 | 4 days | Medium | ||
JS James Smith Lead · Facebook | General fitness | New | £300 | Today | Low |
SJ
Sarah Johnson
New leadLondon, UK
- Source
- REPs profile
- Goal
- Weight loss coaching
- Estimated value
- £600
- Preferred format
- In-person and online
- Location
- London, UK
- Last activity
- Enquired 2 hours ago
- Follow-up due
- Today
Lead message
“Hi James, I’m looking for help with fat loss and getting back into consistent training. I’d like to know more about your coaching options.”
AI lead insight
High-intent enquiry · auto-scored
High-intent enquiry. Sarah mentioned a clear goal, preferred coaching format and requested next steps. Recommended action: book a consultation today.
Follow-ups due
Next 48 hours
- SJSarah JohnsonToday
- JSJames SmithToday
- MBMichael BrownTomorrow
Lead sources
Last 30 days
- REPs profile42%
- Directory search28%
- Website18%
- Referral12%
Conversion performance
Rolling 30-day
- Lead to call56%
- Call to proposal42%
- Proposal to client31%
Average client value
£480