END OF SHIFT

Issues & Opportunities

Shift Info

Shift Time

ABC Sales & Collections

Log overdue collections, promotional passes (e.g. 30-Day Thankful Pass), and ABC financial transactions.

Membership Sales & PT / Consults

Log membership sales, PT packages, consultations, and outcomes.

Prospecting

—
Contact Rate (Spoke / Calls)
—
Booking Rate (Appts / Spoke)

Prospecting Notes / Logs

Check-up Calls

Drop Ins

Tours & Trials (Simplified)

Log trials, guest passes, and facility tours with machinery interests/objections.

Overview Metrics

Visual summary dashboard values for the shift.

Retail Sales

Log front-desk retail, energy drinks, supplements, or merchandise sold.

Walk-throughs

Record the time and note any cleanliness/equipment issues addressed.

Completions

Questions, Notes & Float

Executive Summary Preview

Top of Management Email

This is exactly how your top summary will appear at the head of the notification email sent to management.