Turn enquiries into members. This simple Excel tool lets fitness and dance studios track every lead, trial and sign-up, see who to follow up with today, and find out which marketing actually works. No subscriptions or macros.
Studio Lead & Trial Tracker Turn enquiries into members.
Studio Lead & Trial Tracker is a ready-to-use Excel tool built for fitness and dance studios. It follows every potential member from the first enquiry, through the free trial, to sign-up, so no lead slips through the cracks.
Add a lead in seconds: their name, where they found you, the class they're interested in, and their trial date. The tracker does the rest. Follow Up Now shows who is overdue or due a call today. The Trials & Sign-ups Board shows every lead by stage, and going-cold alerts flag anyone you haven't contacted in 14 days.
The live Dashboard has 12 key numbers, including your join rate, open pipeline value, new member value, average sign-up and days to join. You can also see:
- which lead sources bring paying members, not just enquiries
- why leads were lost, so you can fix what's not working
- month-by-month progress against your sign-up goal
You can make it your own. Edit the stages, lead sources, classes, member types and lost reasons in one place, and every dropdown, board and chart updates automatically.
Ideal for: gyms, yoga and Pilates studios, dance schools, martial arts clubs and personal trainers.
Works in: Excel 365 and 2021+. No macros, no subscriptions, and sample data is included so you can see how it works.
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