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There are five things a manager should do each day to ensure their club's success. All five can be completed in five minutes.
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2. Check your Agenda
You already know from your homepage how many appointments or calls you have today, so this won't take long. Check to see what time your appointments are. Or maybe click on tomorrow or monthly and see what's ahead for the next few days.
3. Check your staff's Agendas (especially for overdue items!)
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- Select the Admin Tab
- Click Transfer
- In the Transfer screen, from the Viewing drop down box (left side); choose Incoming Leads.
- From the Viewing drop down box (right side), choose the recipient of the incoming lead(s).
- Click the arrow in the middle of the screen to transfer the selected leads.
How to transfer one at a time:
- Click the lead's name
- Use the drop down arrow next to Lead Owner
- Select the new owner
- Save
- While you're still on the Leads tab, take a look at all leads. Click through your groups to get an idea of how many active leads have not been in the club, have been in, are on trial, etc. This doesn't need to be an everyday task – maybe just a couple times a week.
5. View Reports
Play around for a bit to find YOUR favorite report. Our favorites (and the most popular amongst our clubs) are below!
Check the guest log - How many people have been in today? Did they buy? Who saw them? What about yesterday?
Check your favorite reports:
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Game Play Report – See who's working hard or hardly working. Do you have a competitive staff? Start a challenge to see who can earn the most points.
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Leads/Sales
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Reports – Are you generating enough leads to reach your sales goals? How are your sales numbers? Who is bringing in the most leads or making the most calls?
