Client CRM

Scottsdale · True REST

⌕⌘K

Downtown · Midtown · Eastside

Clients Members New Clients14 At-Risk6 Past-Due3

New-client pipeline

14 people in their 30-day window

Each line is a person, not a metric. The top bands are where your attention pays off this week.

Closing in ≤3 days

Final-touch window

Reach out this week

Days 4–7

Mid-window

Days 8–21

Just floated

Days 22–30

Last 14 days · converted

60%

3 in · 2 expired

Window closing · final touch· 3 peopleOne warm message, not a discount hammer. Per client-journey CLT-002.

Callum Osei

First float Apr 10 · 60-min float

Follow-up pending

Mentioned wanting to try 90-min next

1 follow-up

Last: Apr 14

Destiny Park

First float Apr 05 · 90-min float

Considering

On the fence — asked about family plan

3 follow-ups

Last: Apr 16

Sierra Nakamura

First float Apr 09 · 60-min float

Follow-up pending

Very positive — asked about upgrade options

2 follow-ups

Last: Apr 13

Reach out this week· 4 peopleDashboard Activate lens flags these.

Reza Khatibi

First float Apr 13 · 60-min float

Just floated

No contact yet — float was 4 days ago

0 follow-ups

Never contacted

Miles Okonkwo

First float Apr 11 · 60-min float

Pre-float consult

Booked consult call for Apr 18

1 follow-up

Last: Apr 15

Iris Huang

First float Apr 08 · 60-min float

Considering

Comparing vs competitor membership

2 follow-ups

Last: Apr 14

Jade Tran

First float Apr 07 · 60-min float

Declined once

Declined Restore — revisit Rest Basic?

3 follow-ups

Last: Apr 16

Mid-window· 6 people

Tyler Reeves

First float Apr 14 · 60-min float

14d

Just floated

First float yesterday, no follow-up yet

0 follow-ups

Never contacted

Zara Mehta

First float Apr 12 · 90-min float

Follow-up pending

Interested in paired massage add-on

1 follow-up

Last: Apr 16

Cole Ashford

First float Apr 16 · 60-min float

21d

No contact logged

Just purchased intro pack today

0 follow-ups

Never contacted

Finn Larsson

First float Apr 15 · 90-min float

18d

Just floated

Floated yesterday, send follow-up soon

0 follow-ups

Never contacted

Owen Baptiste

First float Apr 12 · 60-min float

12d

Follow-up pending

Expressed interest in group memberships

1 follow-up

Last: Apr 15

Diego Rosales

First float Apr 10 · 90-min float

Considering

Wants to bring spouse for a float first

2 follow-ups

Last: Apr 15

Just floated· 1 personAuto post-float message already sent.

Maren Solberg

First float Apr 17 · 60-min float

25d

No contact logged

Just floated today — first timer

0 follow-ups

Never contacted

Closed · last 14 days

converted · Apr 15

Sofia Brennan

Upgraded to Rest Plus · $219/mo

converted · Apr 13

Kwame Asante

Converted to Restore Monthly

expired · Apr 12

Priyanka Rao

Window expired with no conversion

converted · Apr 10

Logan Vesper

Joined Rest Basic after 2nd float

expired · Apr 08

Caitlin Moreau

Declined all plans — price concerns