Who this is for
Studio owners
Operators overseeing a single location
Owners transitioning toward more hands-off leadership
Why this matters
Most revenue problems don’t start big — they start quietly:
Leads not contacted
Members slowly disengaging
Tasks piling up unnoticed
A 5–10 minute daily check prevents:
Missed revenue
Firefighting
Emotional decision-making
When to do this
Once per day
Ideally at the same time each morning
Before the studio gets busy
How to do this in Pipeline
Step 1: Review New Leads Not Yet Contacted
What you’re looking for:
Any lead with no outreach logged
Why it matters:
Speed to first contact has a direct impact on conversion.
Step 2: Review Overdue Tasks
What you’re checking:
Are tasks overdue?
Is this a pattern or a one-off?
This is not about blame.
It’s about spotting breakdowns in execution early.
Step 3: Scan Low-Engagement Members
What this tells you:
Who may be drifting
Where proactive check-ins are needed
Step 4: Check Outreach Progress (SMS + Calls)
What matters most:
Consistency, not volume
📸 Pipeline SMS and Call Reporting Screen coming soon!
What “good” looks like
No uncontacted leads sitting overnight
Few (or no) overdue tasks
Low-engagement members being actively checked in on
Steady daily outreach
Common mistakes to avoid
Jumping in to complete tasks instead of delegating
Turning this into a 30-minute deep dive
Reacting emotionally instead of noticing patterns
Next step
If issues appear consistently, move to:
👉 Weekly Owner Review