Zen Planner’s Lead Tracking Dashboard: A Complete Walkthrough

You Can’t Manage What You Can’t See

In boutique fitness, follow-up speed and personalization drive membership growth. But most gyms are flying blind—using clunky spreadsheets, scattered notes, or CRMs that don’t fit their flow.

That’s where Zen Planner’s lead tracking dashboard comes in.

Here’s how it works—and why it’s the ultimate command center for capturing, nurturing, and converting leads.

Step 1 – See Every Lead, Instantly

The dashboard gives you a clean view of all incoming leads, including:

• Name and contact info
• Source (Google, referral, social, etc.)
• Interest type (yoga, bootcamp, PT)
• Pipeline stage (new, contacted, trialed, converted)

No more wondering “who followed up with Sarah?”—it’s all here.

Step 2 – Segment and Tag Leads Automatically

Every lead can be automatically tagged based on:

• Where they came from
• What program they’re interested in
• Which campaign they entered through

✅ This powers smarter follow-up, customized flows, and team assignments.

Step 3 – Assign Tasks and Schedule Follow-Ups

From the dashboard, you can:

• Set reminders for staff to call or text
• Assign next actions (book tour, send intro offer)
• Track completed tasks and pending outreach

It turns your sales process into a system—so no one slips through the cracks.

Step 4 – Launch Automated Lead Nurture Sequences

You can connect the dashboard directly to Zen Planner Engage workflows like:

• “Intro pass sign-up → 7-day nurture → conversion offer”
• “No-show → reminder + rebooking prompt”
• “Cold lead → monthly win-back campaign”

All linked to real-time behavior and tags.

Step 5 – Track Performance With Visual Reports

Zen Planner shows you:

• Lead-to-member conversion rate
• Best-performing lead sources
• Average time to convert
• Staff activity + follow-up effectiveness

📊 Data you can actually use to improve your sales and marketing.

Final Thoughts

Zen Planner’s lead tracking dashboard isn’t just a list—it’s your real-time CRM control panel. Designed for boutique studios, it brings structure to your sales flow and turns leads into members without the chaos. 

No more juggling tools. No more missed follow-ups. Just one dashboard that does it all. 

Want to see Zen Planner’s lead dashboard in action?