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Team Wins & Shout-Outs
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Assessment Tools
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Step 0 ยท Guest Walks In
New Member Onboarding
Guest โ tour โ membership tier โ close โ schedule, one continuous record.
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Step 1 ยท New Member
Initial Consultation
Full intake, InBody, AI assessment. Welcome Packet on sign-up.
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Step 2 ยท Declined
6-Week Follow-Up
Re-engagement interview and a fresh InBody comparison.
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Step 3 ยท Active
Monthly Check-In
Monthly progress review and report for enrolled clients.
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Prospect Pipeline
Prospect Tracker
People, Businesses, and a daily Call List in one place โ touchpoints, follow-up dates, and corporate offer talking points.
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Gym Analytics
Management
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Coach Directory
Coaches
Every coach, how many clients they carry, and a direct link to their own portal.
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Daily ยท Submit
Submit EOD
Pick your name, fill out your own End of Day report for today.
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Roster ยท Scheduling
Staff Roster
Add and manage employees, set who submits EODs, and schedule shifts โ Coverage Board now lives inside as a tab.
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Dani ยท Bill
HR Portal
Employee records, hiring documents, onboarding checklists, and performance history.
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Complete ยท Complete+
Meal Plans
Build weekly plans and shopping lists, then send by Gmail.
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One-Time Fix
Backfill Client Data
Writes real InBody scans and consultation notes for the 10 batch-imported clients.
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Last 30 Days
Guest Pass Activity
Which classes are driving guest pass claims โ a quick read on what's pulling prospects in.
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Roster ยท Dedupe ยท Add Client
Client Management
Full clients, leads & prospects list, auto-flags duplicates, and Add Client โ all in one place now.
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Bulk Add
Batch Import Clients
Import multiple clients at once from consultation PDFs, InBody scans, and assessment forms.
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ABC Import
Member Roster Import
Real ABC membership roster with live dedup against your clients table โ new members, existing matches, and non-active accounts all sorted out.
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Client Access
Member Portal
Grant client login, generate monthly challenge, manage portal access.
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Live App
Retro Strong โ Member App
Open the live client-facing app to preview, test, or demo it directly.
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๐งน
Region ยท Cleanup
Demo Data Audit
See exactly what seeded demo data exists before removing it โ nothing deletes without review.
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Today
Appointments
Clients
Pipeline
Due This Week
Next Best Action
0
Upcoming Appointments
0
Client Roster
0
Import
+ Add
Status Breakdown
All categories
Chiropractors
Physical therapists
Med spas
Nutritionists
Fire departments
Police
EMS
Employers
Run Harvest
Pulls fresh leads within 10 miles into the pipeline.
Leads
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Pipeline Funnel
Leads by Category
Leads by Type
Due in the Next 7 Days
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Appointment
✓ Show
✕ No-Show
↻ Rescheduled
— Declined
Open Tool Only
Cancel
Reschedule
To be determined \u2014 still working it out with the client
New Date
New Time
Save
Cancel
Guest Pass Activity
Claims by class, last 30 days
Close