What Does the Intro Offer Funnel Report Tell Me?

When a new lead walks through your doors, you need a plan to convert them into a long-term member. Intro Offers are the first step in your sales funnel, helping you turn leads into recurring autopay clients.

The Intro Offer Funnel Report provides key data points to help you evaluate how well your Intro Offers are performing and where improvements can be made.

Where to Find This Report

Admin-Level Access Required
Navigate to: Menu → Reports → Business → Intro Offer Funnel

To generate the report, select a date range. The system will then display insights on:

1. Most Sold Intro Offers
2. Most Effective Intro Offers
3. Best Subsequent Purchase

1. Most Sold Intro Offers

This section helps you determine which Intro Offer sold the most during the selected time period.

Key Insight: The most purchased Intro Offer may not be the one driving the most conversions. While sales volume is important, tracking conversions is the real indicator of success.

2. Most Effective Intro Offers

This section reveals which Intro Offer converts the highest percentage of clients into long-term members or package holders.

A conversion is counted when:
A lead purchases an Intro Offer and then buys a Membership, Class Pack, One-on-One Pack, or Series within 30 days after the Intro Offer expires.

Understanding the Color-Coded Data

The report categorizes clients into three groups based on their conversion status:

• Yellow → Clients are still within their Intro Offer timeframe.
• Red → Clients did not convert within 30 days after their Intro Offer expired (churned).
• Green → Clients converted successfully by purchasing a Membership, Pack, or Series within 30 days after their Intro Offer expired.

Click on the colors to see a breakdown of each client’s conversion status.

3. Best Subsequent Purchase

This section helps you track what new leads purchased after their Intro Offer ended.

Ideal Outcome: The majority of conversions should be memberships on autopay to build sustainable revenue.

Types of Subsequent Purchases Tracked:

• Memberships (autopay preferred for retention)
• Class Packs
• One-on-One Packages
• Series Packages

Click through the graphs to see detailed insights on individual client purchases.

Why This Report Matters

✅ Helps you refine which Intro Offers actually lead to long-term members.
✅ Shows if certain offers are underperforming in conversions, even if they sell well.
✅ Provides insight into whether clients are churning after their Intro Offer expires.
✅ Helps you adjust pricing, marketing, and retention strategies to increase conversions.

Use this data to optimize your sales funnel, adjust your Intro Offers, and ensure more leads transition into committed, paying members.

Final Notes

• The report is interactive! Click on charts and graphs to explore detailed data.
• For deeper insights, clicking on the conversion data will take you to the Conversion Report for further analysis.