Qualified pilot framework
14-day pilot
scorecard.
A practical operating readout for the front-desk response workflow we scope together. It shows what we will inspect, what source data can support, and what we review before any optional continuation.
Operating record
Days 0–14Day 0
Baseline intake
Current missed-call and lead-handling snapshot.
Week 1
Coverage readout
Response coverage and response-time trend where the source supports it.
Week 2
Status review
Booked-trial and lead-status review where those signals are available.
Day 14
Decision review
What is working, gaps remaining, and the optional next-step scope.
01 / Baseline intake
Start with the
real handoff.
Before the response workflow begins, we document the current missed-call and lead-handling process. That gives the pilot a defined starting point instead of a manufactured before-and-after claim.
Missed-call snapshot
Review the current business-phone routing and the visible path a missed caller takes today.
Lead-handling snapshot
Map who responds, how a new inquiry is qualified, and where the current booking or trial handoff is expected to happen.
Measurement agreement
Agree the operating signals and source availability before the pilot, including what cannot be reliably observed in the current stack.
02 / Coverage map
The response path,
made visible.
The scorecard follows the agreed response path across the four places a lead can lose momentum. It is a coverage review, not a prediction of sales or bookings.
Inbound calls
Confirm the agreed call path and record where the front desk needs response coverage.
Missed-call text-back
Review whether the configured first response is being triggered and where staff need to step in.
Lead follow-up
Track the agreed follow-up path, response coverage, and visible handoff gaps within the pilot scope.
Trial booking handoff
Verify how qualified prospects are routed to the staff owner and current booking process.
03 / Weekly operating readout
Review the signal
while it matters.
During the pilot, the weekly readout focuses on the operating signals the agreed source data can actually support. If a system does not expose a signal, we identify that limitation instead of filling in an estimate.
Source-aware reporting
Every observation is tied to the available phone, messaging, booking, or CRM signal—not a dashboard number invented for the pilot.
Coverage &
response time.
Review the agreed response coverage and the response-time trend where timestamps or comparable records are available.
Operational coverage—not a promise of conversion.
Booked-trial &
lead-status review.
Review booked-trial activity and lead status only when the current booking or CRM source makes those records available to the agreed pilot scope.
Unavailable data is recorded as a gap, not treated as a result.
04 / Day-14 decision
Decide from the
operating record.
At the end of the qualified pilot, we review the implementation together. The scorecard gives both sides a direct view of the workflow before any next step is discussed.
What is working
The response and handoff steps that fit the current operating process.
Gaps remaining
The visible limits in routing, source data, staff coverage, or the scoped workflow.
Optional next-step scope
Whether Front Desk Foundation at $500/month is worth discussing, or whether the work should stop or be scoped differently.
What we need from your gym
Give the pilot a
clean signal.
These inputs let us assess the qualified scope clearly. We only ask for information relevant to the agreed pilot workflow.
Booking or CRM access / exports
Appropriate access or exports to review the agreed intake and lead-status signals.
Current business phone routing
The active number, routing setup, and after-hours or missed-call process the pilot needs to understand.
Lead source context
Where inquiries originate and what information is available when a lead reaches your team.
A staff handoff owner
One accountable person who can receive qualified handoffs and clarify the current operating process.
Needed permissions
The permissions and approvals your gym requires before the agreed workflow is configured or reviewed.
What this is not
No promises
in the margins.
The scorecard exists to make an operating decision clearer, not to oversell a result.
- Not a promise of sales, member growth, booked trials, or any conversion outcome.
- Not a substitute for staff judgment, gym policies, or the owner responsible for a prospect handoff.
- Not an automatic commitment to the $500/month Front Desk Foundation service after day 14.
Qualified operator intake
See what your
front desk shows.
If the scorecard matches the operating clarity your gym needs, apply for the qualified 14-day pilot. We review fit before any implementation begins.
Apply for the qualified 14-day pilotIndependent gym, studio, and martial arts operators only. No purchase required.