A Manager's Daily Checklist
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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- Check your Homepage for Messages and Incoming Leads
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- Check your Agenda
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- Check your Staff's Agenda and Overdue Items
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- Assign Incoming Leads
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- Check your Favorite Reports
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What you want to look for in each area:
1. Check your Homepage:
- Do you have open calls or appointments today?
- Look at the What's Happening Board - Is your staff engaged? Do they have any questions you need to answer? Adding positive comments can help provide motivation and it also provides accountability by reminding staff that you use InTouch to oversee their activity.
- Look at Leads To Be Assigned – you'll need to assign these to staff
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.
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- There are several other options to sort by – play with what works best for you and your club!
4. Assign incoming leads
Go to the Leads tab to view new leads that came in through your website, Facebook or inbound text. For lots of new leads, use the bulk transfer. For just a couple leads, it may be easier to open them individually (click the lead's name) and change the Lead Owner from there.
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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!
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