Module 2 of 8
Master the complete lead journey from initial contact through enrollment and understand when manual intervention is required.
The Leads 2.0 pipeline is the central nervous system of Victory Martial Arts' lead management process. New leads enter the 'New Lead' column where automated text messages and emails engage prospects and encourage appointment booking.
When a lead responds to any automated message, the system automatically moves them to 'Hot Lead Responded.' This automatic categorization helps staff prioritize outreach efforts by highlighting engaged prospects.
Once a lead books an appointment, they progress through appointment-related columns. The system tracks timing and confirmation status, automatically moving leads to 'Appointment Tomorrow' or 'Appointment Today' columns.
The no-show column triggers automatic reschedule attempts. 'Showed No-Buy Remarketing' keeps trial members who haven't enrolled in nurture sequences to prevent leads from falling through the cracks.
Moving leads to 'Showed Enrolled' triggers welcome messages and enrollment tags. The 'Disqualified/Lost' column is for leads who aren't a good fit—perhaps the child is too young or the family explicitly stated no interest.
The 'Long-Term Nurture' column is for leads who expressed interest but aren't ready yet. 'Old Lead - Finished Long-Term Nurture' automatically collects leads for database reactivation campaigns.
The pipeline provides both automated lead nurturing and clear prompts for required staff actions
The most important staff responsibility is updating lead status after appointments
Understanding which movements are automatic versus manual prevents confusion
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