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West End
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Southside
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Granite Point
Follow-Up Buckets
Leads (15-30 Days Old)
Leads that are between 15-30 days old. Follow up set for 3 days after last contact. Excludes anyone with do not disturb or a scheduled follow-up.
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Ava Murphy
- (310) 596-4183
- grace_h@inboxer.io
Upcoming First Session
Clients with a first session booked in the next 7 days who have not been contacted in the last 48 hours.
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Cameron Richardson
- (214) 870-6392
- grace_h@inboxer.io
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Tyler Butler
- (617) 284-9361
- grace_h@inboxer.io
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Isla Hunter
- (703) 528-4167
- a.j@tmail.org
-
Jacob Lee
- (503) 637-1945
- j.miller88@postify.app
No Shows
Clients who missed a booked class or appointment in the last 72 hours and have not been reached since.
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Archie Hughes
- (310) 596-4183
- carterh@webbox.co
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Ethan Lewis
- (702) 519-4728
- tom@zmail.com
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Henry King
- (503) 637-1945
- nina@ping.me
-
Amber Moore
- (617) 284-9361
- j.miller88@postify.app
-
Emma Marshall
- (212) 483-9274
- sammy@bytehub.co
-
William Morgan
- (503) 637-1945
- carterh@webbox.co
Free Session (Non-Activation)
Completed a complimentary session more than 5 days ago without purchasing or booking again.
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Harrison Butler
- (703) 528-4167
- lexi12@fastmail.io
Active Intro Offer Expiring Within 72 Hours
Members on an introductory offer that expires within three days. Prompt renewal or upgrade conversation.
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Leo Wilson
- (808) 772-3654
- grace_h@inboxer.io
-
Lewis Campbell
- (312) 948-5703
- lexi12@fastmail.io
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Harrison Butler
- (312) 948-5703
- j.miller88@postify.app
High Value Client (Cancelled >60 Days Ago)
Former members with lifetime spend above your location threshold who cancelled more than 60 days ago.
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Abigail Collins
- (214) 870-6392
- z@loop.dev
-
Ella Reid
- (212) 483-9274
- grace_h@inboxer.io
No Return or Purchase After Trial Offer (90-180 Days)
Trial offer ended between 90 and 180 days ago with no visit or purchase since. Re-engagement outreach.
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Matilda Jones
- (212) 483-9274
- carterh@webbox.co
-
Isaac Price
- (808) 772-3654
- carterh@webbox.co
-
Lucy Mason
- (212) 483-9274
- grace_h@inboxer.io
-
Alfie Turner
- (212) 483-9274
- tom@zmail.com
-
Liam Moore
- (503) 637-1945
- a.j@tmail.org
-
Isaac Price
- (703) 528-4167
- leo.west@streamr.net
-
Isla Hunter
- (617) 284-9361
- z@loop.dev
-
Amelia Jones
- (312) 948-5703
- z@loop.dev
Missed Class Follow-Up
Clients who missed their last booked class. Contact every 24 hours until they leave the bucket.
-
Archie Hughes
- (702) 519-4728
- tom@zmail.com
-
Oliver Price
- (214) 870-6392
- lexi12@fastmail.io
-
Sophie Fox
- (212) 483-9274
- sammy@bytehub.co
-
Poppy Bell
- (310) 596-4183
- j.miller88@postify.app
-
Muhammad Phillips
- (212) 483-9274
- lexi12@fastmail.io
-
Cameron Richardson
- (703) 528-4167
- carterh@webbox.co
-
Elizabeth Phillips
- (214) 870-6392
- j.miller88@postify.app
-
Amelia Jones
- (310) 596-4183
- z@loop.dev
At-Risk Monthly Members
Active monthly members with declining visit frequency over the last 30 days.
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Phoebe Rose
- (808) 772-3654
- carterh@webbox.co
-
Oliver Price
- (212) 483-9274
- nina@ping.me
-
Isaac Price
- (617) 284-9361
- carterh@webbox.co
-
Amber Moore
- (702) 519-4728
- z@loop.dev
-
Daniel Murray
- (808) 772-3654
- z@loop.dev
-
Finley Walker
- (617) 284-9361
- a.j@tmail.org
-
Dylan Morris
- (702) 519-4728
- tom@zmail.com
-
Charlie Allen
- (310) 596-4183
- z@loop.dev
Package Expiring (7 Days)
Class packs with three or fewer sessions remaining or expiring within seven days.
-
Amber Moore
- (310) 596-4183
- j.miller88@postify.app
-
Lola Clark
- (214) 870-6392
- z@loop.dev
-
Samuel Brown
- (214) 870-6392
- sammy@bytehub.co
-
Finley Walker
- (617) 284-9361
- lexi12@fastmail.io
-
Erin Scott
- (808) 772-3654
- j.miller88@postify.app
Birthday This Week
Clients with a birthday in the next seven days. Optional personal outreach.
-
Nathan Knight
- (312) 948-5703
- j.miller88@postify.app
-
Jacob Lee
- (503) 637-1945
- leo.west@streamr.net
-
Phoebe Rose
- (703) 528-4167
- sammy@bytehub.co
-
Charlie Allen
- (617) 284-9361
- lexi12@fastmail.io
-
Ellie Powell
- (212) 483-9274
- z@loop.dev
-
Archie Hughes
- (703) 528-4167
- leo.west@streamr.net
-
Emily Mason
- (808) 772-3654
- lexi12@fastmail.io
-
Lilly Bennett
- (404) 713-8059
- a.j@tmail.org
Win-Back (Lapsed 30-60 Days)
No visit in 30-60 days who were previously active at least twice per month.
-
Isaac Price
- (212) 483-9274
- leo.west@streamr.net
-
Logan Mitchell
- (404) 713-8059
- a.j@tmail.org
-
Olivia Reynolds
- (808) 772-3654
- grace_h@inboxer.io
-
Ellie Powell
- (310) 596-4183
- lexi12@fastmail.io
-
Alexander Hill
- (503) 637-1945
- lexi12@fastmail.io
-
Jasmine Williams
- (503) 637-1945
- leo.west@streamr.net
-
Grace Clarke
- (617) 284-9361
- sammy@bytehub.co
-
Lilly Bennett
- (808) 772-3654
- a.j@tmail.org
New Lead (No Contact 48h)
Leads created in the last 14 days with no outbound contact in the last 48 hours.
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Charlie Allen
- (503) 637-1945
- tom@zmail.com
-
Callum Butler
- (312) 948-5703
- carterh@webbox.co
-
Dylan Morris
- (702) 519-4728
- z@loop.dev
-
Lily Davis
- (312) 948-5703
- leo.west@streamr.net
-
Isla Hunter
- (703) 528-4167
- lexi12@fastmail.io
-
Adam Harrison
- (503) 637-1945
- lexi12@fastmail.io
-
Joshua Griffiths
- (702) 519-4728
- tom@zmail.com
Referral Thank-You Pending
Clients who referred someone in the last 30 days and have not received a thank-you touchpoint.
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Joshua Griffiths
- (617) 284-9361
- a.j@tmail.org
-
Alice Lee
- (702) 519-4728
- tom@zmail.com
-
Summer Cooper
- (310) 596-4183
- grace_h@inboxer.io
-
Holly Baker
- (617) 284-9361
- nina@ping.me
-
Jasmine Williams
- (808) 772-3654
- z@loop.dev
-
George Young
- (404) 713-8059
- sammy@bytehub.co
-
Poppy Bell
- (503) 637-1945
- a.j@tmail.org
-
Ellie Powell
- (214) 870-6392
- lexi12@fastmail.io
Post-Purchase Check-In
Purchased a retail item or add-on in the last 7 days without a follow-up note logged.
-
Holly Baker
- (312) 948-5703
- a.j@tmail.org
-
Ava Murphy
- (503) 637-1945
- z@loop.dev
-
Molly Green
- (617) 284-9361
- leo.west@streamr.net
-
Grace Clarke
- (214) 870-6392
- a.j@tmail.org
-
Ruby Williams
- (404) 713-8059
- tom@zmail.com
-
Molly Green
- (214) 870-6392
- carterh@webbox.co
-
Phoebe Rose
- (214) 870-6392
- a.j@tmail.org
-
Adam Harrison
- (702) 519-4728
- carterh@webbox.co