Who this is for
Studio managers
Head coaches with operational responsibility
Why this matters
Managers are where clarity turns into action.
This cadence ensures:
Leads are followed up with
Members feel supported
The owner doesn’t need to step in
When to do this
Leads
Three times per day
Ideally early in the shift, again in the mid-afternoon, and lastly in the early evening
Retention
Once per day
How to do this in Pipeline
Step 1: Contact All New Leads
Every lead gets:
A call or text
A logged outcome
Step 2: Follow Up on Open Opportunities
We've all said “I’ll remember later.”
Pipeline exists so nothing relies on memory.
Step 3: Review Assigned Tasks
Complete what’s due
Flag blockers early
Step 4: Check Low-Engagement Members
Personal outreach
Human check-in
Log the interaction
Step 5: Identify & Shout Out All-Star Members
Ask:
Who showed up consistently this week?
Who hit a milestone quietly?
Who embodies our culture but doesn’t demand attention?
These members:
Are often your longest-tenured
Refer without being asked
Stay loyal because they feel seen
📸 Screenshot: Clients View → High attendance / consistency
Add a note to their profile
Create a simple task:
“Shout-out in class”
“Personal thank-you text”
“Coach acknowledgment”
This is not automated. This is intentional.
What “good” looks like
Zero uncontacted leads
Tasks completed or clearly escalated
Members feel noticed
Common mistakes to avoid
Skipping follow-up logging
Rushing outreach
Letting tasks pile up