SALES OFFICE

Select the proper sales channel

WALKIN 7 DAY PASS

SALES RESOURCES

STEP 1 - In meeting process with the client

STEP 2

STEP 3

STEP 2

CONTRACT

CHECK CONTRACT FOR ACCURACY

STEP 3

PIPELINE

NEW SALES PIPELINE

CONVO

LEADS

Go to Conversations

CONVO

ANSWER ALL AND MARK "READ"

Go to Google Lead Sheet

LEADS

NEW LEAD

SCHEDULING

SEE SALES CALENDAR

BOOK APPOINTMENT

NEW LEADS CALENDAR

GO TO PIVOT DASHBOARD

SEE SALES METRICS

SEE YOUR TASK AND METRICS OF SALES

CBA TESTING CALENDAR

BOOK APPOINTMENT

CBA CALENDAR

2025 FSFIT | OFFICE DASHBOARD