Leads and trial classes

Turn trial-class enquiries into a clear next step.

Keep enquiry sources, follow-up tasks, trial bookings and attendance together. Your front desk and coaches can see what has happened and who should act next.

See how it works

Lead handling connects enquiries, staff tasks and trial visits.

The operational challenge

An enquiry needs an owner, a trial date and a follow-up.

Interest arrives through forms, campaigns and conversations. When each channel becomes a separate list, staff lose the context: who replied, which class was offered and whether the visitor attended.

Klunivo connects the lead to a practical reception workflow. A missed trial can lead to a considered follow-up, while a successful first visit continues towards membership.

How Klunivo works

From setup to everyday use.

Shared records let colleagues continue the process without copying the same information.

01
Capture the enquiry
Keep the submitted contact and supported campaign information with the lead.
02
Assign the next action
Set responsibility, a task and a due date for the next conversation.
03
Arrange a trial
Connect the visitor with a real class and give the coach the relevant context.
04
Review the outcome
Record attendance or a no-show and decide whether to enrol, reschedule or close the enquiry.

A day in the club

An enquiry still has an owner after the form is submitted.

A trial enquiry is useful only when someone acts on it. Reception and the coach need enough shared context to welcome the person and decide what happens after the class.

01
Record the enquiry
Capture the contact and available campaign or source information.
02
Assign the next action
A team member takes responsibility for arranging an appropriate trial.
03
Prepare the coach
The trial participant appears in the context of the chosen session.
04
Record the outcome
After attendance, follow up on membership with the relevant permissions and contact history.

Outcome: The owner can review the journey from enquiry to attendance and membership, instead of counting forms alone.

Operational details

Make the record useful when plans change.

The important details are the ones your team needs to make the next decision.

Contact history

Record an attempted call or message so the next colleague does not start from scratch.

Trial availability

Arrange a suitable session rather than treating every enquiry as a confirmed booking.

Permission-aware follow-up

Use the configured communication rules and consent context when contacting a prospective member.

Feature details

Leads and trial classes: how it works

Explore the module’s scope, operating rules and practical examples for your club.

Keep the acquisition source with the enquiry

Supported public forms can retain source, campaign, form, landing-page and referrer context, together with UTM source, medium, campaign, content and term. A selected group, location and trial date can also stay connected with the enquiry. This makes it possible to review what happens after someone submits the form.

There is currently no direct integration with Meta Lead Ads or Google Ads Lead Forms. Campaigns can point to a Klunivo public form, preserving UTM information, or staff can record the source manually.

Work from the next action

Reception can focus on stages such as new enquiries, contacts to make, trials today, overdue tasks, completed trials, no-shows and trials without a purchase. Lead and trial tasks can have an owner, due date, status and completion record. They are more than a visual move between pipeline columns.

A completed trial and a no-show need different follow-up. The coach records what happened at the session; reception continues the enquiry. The coach’s current panel is not a full lead-sales workspace for arbitrary stage changes and offer sending.

Review the full trial journey

Separate enquiry-to-contact, contact-to-trial, arranged-to-attended trial and trial-to-purchase. A missed trial can lead to another date, while a successful first class can lead to a relevant membership conversation. Keep the original source with that history rather than judging a campaign only by the number of submissions.

What the feature supports

What leads and trial classes includes

Marketing context

Supported forms retain source and campaign information, including UTM data.

Reception tasks

Track follow-up with a due date, status and assigned responsibility.

Trial attendance

Connect the first visit with its session and attendance outcome.

Conversion review

Assess the steps between enquiry, attended trial and first purchase.

Benefits by role

Shared information. Clear responsibilities.

Each person takes part in the workflow with access suited to their responsibilities.

Front desk

See the next contact to make without searching across message threads.

Coach

Know which newcomer is expected and record the trial outcome.

Owner

Review where enquiries stop progressing before increasing campaign spend.

Related features

Connect this workflow with the rest of your club.

Explore the features that share these records and support the next step.

Members and familiesScheduling and bookingsMember communication

Especially useful for

See how this workflow fits different types of organisation.

FAQ

Leads and trial classes: common questions

Does Klunivo retain UTM information?

Supported lead forms can retain campaign and source information. Confirm the fields used by your form during integration.

Is a trial class the same as the Klunivo software trial?

No. A trial class is a prospective participant’s visit to your club. The software trial is the club’s evaluation of Klunivo.

Is there a direct Meta Lead Ads integration?

Do not assume a direct integration. Klunivo’s documented workflow uses supported forms and lead sources; agree any additional integration separately.

Practical guides for your club team

How to turn trial-class enquiries into a clear enrolment process

Connect acquisition, regular participation and member return with the PUO approach.

See leads and trial classes in your club’s workflow.

Bring your workflow. We will show its setup and daily use.

See this feature in a demo