Fitness Marketing CRM Template streamlines campaign planning, lead tracking, and performance measurement. Capture opportunities across channels, monitor ROI, and double down on what converts best.
What’s included
- Accounts Board - This board helps fitness marketing managers keep track of all client accounts with ease. By consolidating essential details such as contact information, deals, industry type, and company profile, marketing managers can maintain a comprehensive view of each client. The ability to link related contacts and deals ensures that all interactions and transactions are accounted for, aiding in relationship management and strategic planning.
- Leads Board - This board streamlines the process of managing potential clients. Marketing managers can efficiently track the status of each lead, schedule interactions, and capture crucial information such as company details, titles, and contact information. The 'Create a contact' button facilitates seamless transition of leads to the contacts board, ensuring no lead is lost and follow-ups are timely.
- Contacts Board - This board centralizes information about all contacts, making it easier for marketing managers to manage relationships and track communication history. By linking contacts to their respective accounts and deals, managers can quickly access valuable context and prioritize efforts. The inclusion of fields like title, type, and priority helps in segmenting contacts for targeted marketing campaigns.
- Deals Board - This board is critical for tracking the progress of all ongoing deals. Marketing managers can monitor each deal's stage, value, and close probability, allowing for better forecasting and resource allocation. The board also captures essential dates and links to related contacts and accounts, ensuring that every deal is accurately tracked from initiation to closure.
- Campaigns Board - With this board, marketing managers can manage marketing campaigns from planning to execution. By tracking campaign type, start and end dates, budget, and status, managers can ensure campaigns stay on track and within budget. The ability to assign team members to specific campaigns facilitates accountability and effective workload distribution.
- Social Posts Board - This board simplifies the management of social media content. Marketing managers can plan, schedule, and track the performance of social posts across various platforms. By monitoring engagement metrics and status updates, managers can optimize content strategies and improve social media outreach efforts.
- Annual Target - This dashboard helps fitness marketing managers track yearly goals for membership sign-ups, class attendance, and revenue. It provides a high-level view of progress towards annual objectives, enabling strategic planning and adjustments.
- Monthly Target - This dashboard breaks down targets into monthly segments, allowing marketing managers to monitor short-term performance and make timely interventions to ensure monthly goals for promotions and campaigns are met.
- Average Deal Value - This dashboard calculates the average value of deals closed, offering insights into the effectiveness of different marketing campaigns and promotions in attracting high-value memberships or class packages.
- Active deals - Forecasted Revenue - This dashboard shows the potential revenue from currently active deals, helping marketing managers forecast financial outcomes and allocate resources effectively to maximize conversions.
- Deal status distribution - This dashboard provides a visual representation of deals at various stages, helping marketing managers understand where bottlenecks occur and optimize the sales process.
- Actual Revenue by Month (Deals won) - This dashboard tracks the revenue generated from closed deals on a monthly basis, providing insights into the success of marketing efforts and enabling adjustments to future campaigns.
- Pipeline conversion - This dashboard displays the conversion rates at each stage of the sales pipeline, helping marketing managers identify which stages need improvement and which campaigns are most effective in converting leads to members.
- Activity tracker - This dashboard monitors marketing activities such as email campaigns, social media posts, and promotions, providing a comprehensive overview of actions taken and their outcomes.
- Forecasted Revenue by month - This dashboard predicts monthly revenue based on current pipeline data, helping marketing managers plan ahead and set realistic targets for upcoming periods.
- Forecasted Revenue by Stage - This dashboard estimates revenue at each stage of the sales process, allowing marketing managers to prioritize efforts on stages that promise higher returns.
- Deals Stages by Rep - This dashboard shows the performance of individual sales reps in progressing deals through stages, offering insights for personalized coaching and support to improve overall team performance.
- Deal Progress based on Month Added - This dashboard tracks the progress of deals based on the month they were added, helping marketing managers evaluate the effectiveness of monthly campaigns and promotions in generating leads and closing deals.
- When new email arrives → Notify item subscribers with a message - This automation ensures marketing managers are promptly informed of new emails, enabling timely responses to inquiries and maintaining customer engagement.
- When an email is opened → Notify item subscribers with a message - This automation alerts marketing managers when a promotional email is opened, allowing them to track engagement and follow up with interested leads.
- When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts, ensuring that marketing managers can efficiently manage and organize leads for targeted campaigns.
- When a lead is created → Set its status to 'New Lead' - This automation automatically updates the status of new leads, helping marketing managers quickly identify and prioritize fresh opportunities for conversion.
- When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - This automation keeps track of the latest interactions with leads, ensuring marketing managers have accurate data for follow-up communications and maintaining engagement.
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