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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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Oliver Edwards
- (703) 528-4167
- lexi12@fastmail.io
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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Jayden Davies
- (212) 483-9274
- carterh@webbox.co
-
Caitlin Hunter
- (312) 948-5703
- j.miller88@postify.app
-
Jasmine Walsh
- (212) 483-9274
- lexi12@fastmail.io
-
Summer Cox
- (404) 713-8059
- nina@ping.me
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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Mia Hall
- (312) 948-5703
- leo.west@streamr.net
-
Oscar Hunt
- (212) 483-9274
- grace_h@inboxer.io
-
Luke Taylor
- (212) 483-9274
- a.j@tmail.org
-
Chloe Owen
- (310) 596-4183
- sammy@bytehub.co
-
Mohammed Young
- (212) 483-9274
- sammy@bytehub.co
-
Nathan Watson
- (404) 713-8059
- lexi12@fastmail.io
Free Session (Non-Activation) 1
Completed a complimentary session more than 5 days ago without purchasing or booking again.
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Jake Graham
- (503) 637-1945
- nina@ping.me
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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Lucy Simpson
- (214) 870-6392
- a.j@tmail.org
-
Isabella Jones
- (212) 483-9274
- sammy@bytehub.co
-
Caitlin Hunter
- (702) 519-4728
- lexi12@fastmail.io
High Value Client (Cancelled >60 Days Ago) 2
Former members with lifetime spend above your location threshold who cancelled more than 60 days ago.
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Amber Taylor
- (214) 870-6392
- z@loop.dev
-
Jasmine Walsh
- (212) 483-9274
- sammy@bytehub.co
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.
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Imogen Morris
- (702) 519-4728
- leo.west@streamr.net
-
Noah Phillips
- (214) 870-6392
- tom@zmail.com
-
Isaac Davies
- (808) 772-3654
- carterh@webbox.co
-
Holly Anderson
- (214) 870-6392
- carterh@webbox.co
-
Finley Carter
- (503) 637-1945
- a.j@tmail.org
-
Cameron Jones
- (214) 870-6392
- nina@ping.me
-
Edward Taylor
- (212) 483-9274
- grace_h@inboxer.io
-
Adam Turner
- (212) 483-9274
- a.j@tmail.org
Missed Class Follow-Up 8
Clients who missed their last booked class. Contact every 24 hours until they leave the bucket.
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Holly Anderson
- (310) 596-4183
- lexi12@fastmail.io
-
Isabelle Thomas
- (310) 596-4183
- a.j@tmail.org
-
Ruby Simpson
- (212) 483-9274
- grace_h@inboxer.io
-
Lucas Miller
- (703) 528-4167
- tom@zmail.com
-
Callum Cox
- (212) 483-9274
- lexi12@fastmail.io
-
Evie Reynolds
- (310) 596-4183
- grace_h@inboxer.io
-
Mohammed Young
- (703) 528-4167
- sammy@bytehub.co
-
Abigail Taylor
- (214) 870-6392
- grace_h@inboxer.io
At-Risk Monthly Members 11
Active monthly members with declining visit frequency over the last 30 days.
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Amelia Robinson
- (310) 596-4183
- nina@ping.me
-
Scarlett Graham
- (617) 284-9361
- j.miller88@postify.app
-
Edward Taylor
- (703) 528-4167
- sammy@bytehub.co
-
Imogen Morris
- (312) 948-5703
- carterh@webbox.co
-
Daniel Walsh
- (214) 870-6392
- grace_h@inboxer.io
-
Eva Powell
- (703) 528-4167
- carterh@webbox.co
-
Connor Bell
- (703) 528-4167
- sammy@bytehub.co
-
Finley Carter
- (404) 713-8059
- lexi12@fastmail.io
Package Expiring (7 Days) 5
Class packs with three or fewer sessions remaining or expiring within seven days.
-
Hannah Phillips
- (617) 284-9361
- grace_h@inboxer.io
-
Elizabeth Williams
- (617) 284-9361
- j.miller88@postify.app
-
Harrison Bennett
- (214) 870-6392
- lexi12@fastmail.io
-
Jacob Saunders
- (702) 519-4728
- nina@ping.me
-
Amy Gray
- (617) 284-9361
- tom@zmail.com
Birthday This Week 14
Clients with a birthday in the next seven days. Optional personal outreach.
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Daisy Anderson
- (702) 519-4728
- j.miller88@postify.app
-
Ella Rose
- (702) 519-4728
- nina@ping.me
-
Sophie Matthews
- (702) 519-4728
- z@loop.dev
-
Millie Robinson
- (617) 284-9361
- z@loop.dev
-
Henry Hughes
- (503) 637-1945
- a.j@tmail.org
-
Olivia Harris
- (310) 596-4183
- z@loop.dev
-
Abigail Taylor
- (212) 483-9274
- lexi12@fastmail.io
-
Isla Johnson
- (703) 528-4167
- carterh@webbox.co
Win-Back (Lapsed 30-60 Days) 22
No visit in 30-60 days who were previously active at least twice per month.
-
Jack Moore
- (312) 948-5703
- tom@zmail.com
-
Lucas Miller
- (312) 948-5703
- leo.west@streamr.net
-
Ruby Simpson
- (214) 870-6392
- sammy@bytehub.co
-
Leah Simpson
- (404) 713-8059
- z@loop.dev
-
Connor Bell
- (212) 483-9274
- sammy@bytehub.co
-
Alfie Clark
- (310) 596-4183
- nina@ping.me
-
Emily Shaw
- (404) 713-8059
- a.j@tmail.org
-
Rhys Cox
- (617) 284-9361
- z@loop.dev
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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Joshua Cook
- (214) 870-6392
- j.miller88@postify.app
-
Ellie Bell
- (617) 284-9361
- tom@zmail.com
-
Lucy Simpson
- (310) 596-4183
- z@loop.dev
-
Sophie Matthews
- (703) 528-4167
- a.j@tmail.org
-
Logan Allen
- (310) 596-4183
- grace_h@inboxer.io
-
Imogen Morris
- (503) 637-1945
- nina@ping.me
-
Jasmine Walsh
- (214) 870-6392
- sammy@bytehub.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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Millie Robinson
- (702) 519-4728
- tom@zmail.com
-
Sophia Evans
- (503) 637-1945
- tom@zmail.com
-
Benjamin Wilson
- (702) 519-4728
- a.j@tmail.org
-
Cameron Jones
- (212) 483-9274
- sammy@bytehub.co
-
Charlie Owen
- (702) 519-4728
- j.miller88@postify.app
-
Hannah Phillips
- (212) 483-9274
- leo.west@streamr.net
-
Emma Graham
- (503) 637-1945
- carterh@webbox.co
-
Nathan Watson
- (703) 528-4167
- sammy@bytehub.co
Post-Purchase Check-In 9
Purchased a retail item or add-on in the last 7 days without a follow-up note logged.
-
Erin Ellis
- (214) 870-6392
- lexi12@fastmail.io
-
Evie Reynolds
- (808) 772-3654
- leo.west@streamr.net
-
Summer Cox
- (404) 713-8059
- nina@ping.me
-
Harvey Morgan
- (808) 772-3654
- j.miller88@postify.app
-
Sophie Matthews
- (702) 519-4728
- grace_h@inboxer.io
-
Joseph Jackson
- (212) 483-9274
- leo.west@streamr.net
-
Molly Harrison
- (703) 528-4167
- lexi12@fastmail.io
-
Brooke Davis
- (703) 528-4167
- z@loop.dev