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Enquiries & Follow-ups

Never drop a lead again

Capture walk-ins, calls, and website enquiries into one pipeline, schedule follow-ups, and convert them to members without a sticky note in sight.

0leads lost to a forgotten follow-up
  1. 1

    New enquiry

    Website form — trial interest

  2. 2

    Follow-up booked

    Tomorrow, 11:00 AM

  3. 3

    Converted

    Signed up on Starter

From a bare setup to a running enquiries & follow-ups workflow, in three moves.

01

Capture

A walk-in, phone call, or website form all land in the same pipeline, regardless of which staff member took it.

Walk-inPhone callWebsite form
02

Follow up

Every enquiry gets a scheduled follow-up automatically, so nothing depends on someone remembering to call back.

  1. 1

    Follow-up booked

    Tomorrow, 11:00 AM

03

Convert

When an enquiry becomes a member, the pipeline record turns straight into their profile — no re-entering the same details.

Conversion rate

34%

One pipeline for every enquiry source

Walk-ins, phone calls, and website forms all land in the same pipeline, so nothing depends on which staff member happened to take the call.

Build my pipeline
  1. 1

    New enquiry

    Website form — trial interest

  2. 2

    Follow-up booked

    Tomorrow, 11:00 AM

  3. 3

    Converted

    Signed up on Starter

Follow-ups that don't get missed

Every enquiry gets a scheduled follow-up, and overdue ones surface at the top of the list — so the pipeline stays visible instead of going stale.

See open enquiries

Open enquiries

22

Conversion rate

34%

Overdue follow-ups

1

Questions, answered

Yes — a website enquiry form can post directly into the same pipeline staff already work from, alongside walk-ins and calls.

It stays visible with its last follow-up date rather than disappearing, so staff can see exactly how long it's been sitting.

Enquiries & Follow-ups | WellbeSync Features