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Follow-Up Buckets
Leads (15-30 Days Old) 1
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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Finley Parker
- (214) 870-6392
- carterh@webbox.co
Upcoming First Session 4
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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Connor Cooper
- (808) 772-3654
- nina@ping.me
-
Imogen Miller
- (702) 519-4728
- j.miller88@postify.app
-
Alice Robinson
- (703) 528-4167
- j.miller88@postify.app
-
Callum King
- (617) 284-9361
- tom@zmail.com
No Shows 6
Clients who missed a booked class or appointment in the last 72 hours and have not been reached since.
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Ryan Shaw
- (212) 483-9274
- leo.west@streamr.net
-
Callum King
- (310) 596-4183
- j.miller88@postify.app
-
Charlie Mitchell
- (214) 870-6392
- a.j@tmail.org
-
Mohammed Cook
- (214) 870-6392
- nina@ping.me
-
Connor Cooper
- (702) 519-4728
- tom@zmail.com
-
Isabella Harrison
- (404) 713-8059
- leo.west@streamr.net
Free Session (Non-Activation) 1
Completed a complimentary session more than 5 days ago without purchasing or booking again.
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Jack Carter
- (617) 284-9361
- leo.west@streamr.net
Active Intro Offer Expiring Within 72 Hours 3
Members on an introductory offer that expires within three days. Prompt renewal or upgrade conversation.
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Freya Rogers
- (617) 284-9361
- lexi12@fastmail.io
-
Joseph Miller
- (503) 637-1945
- carterh@webbox.co
-
Adam King
- (617) 284-9361
- j.miller88@postify.app
High Value Client (Cancelled >60 Days Ago) 2
Former members with lifetime spend above your location threshold who cancelled more than 60 days ago.
-
Alice Robinson
- (312) 948-5703
- tom@zmail.com
-
Sophie Johnson
- (808) 772-3654
- a.j@tmail.org
No Return or Purchase After Trial Offer (90-180 Days) 19
Trial offer ended between 90 and 180 days ago with no visit or purchase since. Re-engagement outreach.
-
Alfie Khan
- (702) 519-4728
- sammy@bytehub.co
-
Brooke Kelly
- (212) 483-9274
- carterh@webbox.co
-
Oliver Carter
- (312) 948-5703
- a.j@tmail.org
-
Oscar James
- (212) 483-9274
- sammy@bytehub.co
-
Matthew Reynolds
- (214) 870-6392
- tom@zmail.com
-
Chloe Bell
- (617) 284-9361
- grace_h@inboxer.io
-
Isabel Anderson
- (212) 483-9274
- grace_h@inboxer.io
-
Caitlin Graham
- (503) 637-1945
- sammy@bytehub.co
Missed Class Follow-Up 8
Clients who missed their last booked class. Contact every 24 hours until they leave the bucket.
-
Brooke Kelly
- (503) 637-1945
- j.miller88@postify.app
-
Rhys Richards
- (404) 713-8059
- leo.west@streamr.net
-
Matilda Knight
- (212) 483-9274
- carterh@webbox.co
-
Alex Lewis
- (404) 713-8059
- a.j@tmail.org
-
Phoebe Jackson
- (312) 948-5703
- lexi12@fastmail.io
-
Harry Shaw
- (617) 284-9361
- nina@ping.me
-
Lilly Murray
- (212) 483-9274
- a.j@tmail.org
-
Logan Hunt
- (503) 637-1945
- a.j@tmail.org
At-Risk Monthly Members 11
Active monthly members with declining visit frequency over the last 30 days.
-
Isabel Anderson
- (214) 870-6392
- grace_h@inboxer.io
-
Matthew Reynolds
- (703) 528-4167
- carterh@webbox.co
-
Millie Miller
- (503) 637-1945
- j.miller88@postify.app
-
Jessica Anderson
- (310) 596-4183
- nina@ping.me
-
Holly Knight
- (310) 596-4183
- tom@zmail.com
-
Brooke Kelly
- (617) 284-9361
- z@loop.dev
-
Isla Wilkinson
- (702) 519-4728
- sammy@bytehub.co
-
Hannah Graham
- (212) 483-9274
- j.miller88@postify.app
Package Expiring (7 Days) 5
Class packs with three or fewer sessions remaining or expiring within seven days.
-
Mohammed Cook
- (312) 948-5703
- grace_h@inboxer.io
-
Joseph Miller
- (214) 870-6392
- nina@ping.me
-
Charlotte Murray
- (703) 528-4167
- lexi12@fastmail.io
-
Tyler Hill
- (312) 948-5703
- grace_h@inboxer.io
-
George Davis
- (310) 596-4183
- sammy@bytehub.co
Birthday This Week 14
Clients with a birthday in the next seven days. Optional personal outreach.
-
Amy Stewart
- (703) 528-4167
- leo.west@streamr.net
-
Riley Baker
- (503) 637-1945
- lexi12@fastmail.io
-
Molly Thompson
- (503) 637-1945
- leo.west@streamr.net
-
Isabel Anderson
- (312) 948-5703
- carterh@webbox.co
-
Alice Robinson
- (617) 284-9361
- z@loop.dev
-
Henry Davies
- (703) 528-4167
- carterh@webbox.co
-
Ryan Shaw
- (702) 519-4728
- leo.west@streamr.net
-
Harvey Carter
- (404) 713-8059
- z@loop.dev
Win-Back (Lapsed 30-60 Days) 22
No visit in 30-60 days who were previously active at least twice per month.
-
Lilly Murray
- (808) 772-3654
- j.miller88@postify.app
-
Lily Wilkinson
- (808) 772-3654
- z@loop.dev
-
Jessica Anderson
- (617) 284-9361
- tom@zmail.com
-
Dylan Clarke
- (310) 596-4183
- a.j@tmail.org
-
Molly Thompson
- (404) 713-8059
- j.miller88@postify.app
-
Lewis Clarke
- (703) 528-4167
- z@loop.dev
-
Amber Harrison
- (214) 870-6392
- tom@zmail.com
-
Connor Cooper
- (503) 637-1945
- carterh@webbox.co
New Lead (No Contact 48h) 7
Leads created in the last 14 days with no outbound contact in the last 48 hours.
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Isla Wilkinson
- (702) 519-4728
- grace_h@inboxer.io
-
Riley Baker
- (617) 284-9361
- tom@zmail.com
-
William Green
- (503) 637-1945
- grace_h@inboxer.io
-
Logan Hunt
- (808) 772-3654
- a.j@tmail.org
-
Matilda Knight
- (703) 528-4167
- lexi12@fastmail.io
-
Amelia Turner
- (617) 284-9361
- z@loop.dev
-
Owen Rogers
- (312) 948-5703
- carterh@webbox.co
Referral Thank-You Pending 25
Clients who referred someone in the last 30 days and have not received a thank-you touchpoint.
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Mohammed Cook
- (808) 772-3654
- z@loop.dev
-
Joseph Miller
- (404) 713-8059
- sammy@bytehub.co
-
Daisy Stewart
- (808) 772-3654
- carterh@webbox.co
-
Muhammad Richards
- (214) 870-6392
- tom@zmail.com
-
Charlie Mitchell
- (310) 596-4183
- z@loop.dev
-
Lola Robertson
- (702) 519-4728
- tom@zmail.com
-
Ella Wilkinson
- (404) 713-8059
- carterh@webbox.co
-
William Green
- (404) 713-8059
- j.miller88@postify.app
Post-Purchase Check-In 9
Purchased a retail item or add-on in the last 7 days without a follow-up note logged.
-
Isla Wilkinson
- (617) 284-9361
- j.miller88@postify.app
-
William Green
- (214) 870-6392
- j.miller88@postify.app
-
Ellie Matthews
- (503) 637-1945
- carterh@webbox.co
-
Keira Young
- (404) 713-8059
- lexi12@fastmail.io
-
Jacob Clarke
- (312) 948-5703
- sammy@bytehub.co
-
Muhammad Richards
- (310) 596-4183
- tom@zmail.com
-
Leo Price
- (312) 948-5703
- z@loop.dev
-
Lilly Murray
- (312) 948-5703
- a.j@tmail.org