Lead and onboarding pipeline

A lightweight pipeline for turning inquiries and trial students into active studio members.

New Inquiry

1 record

Ben Carter

ben.carter@example.com

Walk-in

Call back today

Assigned to Harper Stone
May 20, 2026

1 record

Camila Ortiz

camila.ortiz@example.com

Google

First visit on May 22

Assigned to Grace Nguyen
May 18, 2026

1 record

Elena Rivera

elena.rivera@example.com

Instagram

Send waiver reminder

Assigned to Sofia Rivera
May 12, 2026

1 record

Amara Wilson

amara.wilson@example.com

Friend

Choose intro or monthly plan

Assigned to Sofia Rivera
May 15, 2026

1 record

Tessa Green

tessa.green@example.com

Referral

Book second class

Assigned to Grace Nguyen
May 10, 2026