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LEADS & PROSPECTS

Every Prospect Tracked, Every Interaction Logged

Leads are the prospects coming to your club. Manage them, track interaction and status, record calls, WhatsApp and visits — and when a lead succeeds, submit the membership request in one click.

Kanban pipeline: New to Converted
Call, WhatsApp & visit logging
Lead score, interest & status tracking
Convert to Application in one click
★★★★★ Trusted by premier clubs, associations & luxury venues globally
Leads
New → Converted Pipeline Membership requests out
TRANSFORMATION

Why Clubs Are Upgrading to Lab of Club

See the immediate operational difference when moving from fragmented tools to a purpose-built club OS.

THE OLD MANUAL WAY

Prospects Slip Through Follow-Ups

  • Visitor names live on paper slips and personal phones
  • Nobody remembers what was promised on the last call or visit
  • Pipeline stage, interest and owner change without a record
  • Hot prospects cool off before anyone sends the application
THE LAB OF CLUB ADVANTAGE

A Pipeline That Controls Membership Intake

  • Board view: New, Contacted, Qualified, Application, Converted — with counts
  • Interactions timeline records Visit, WhatsApp and Call with outcome and notes
  • Lead Profile tracks source, interest level, score, assignee and next action date
  • Convert to Application the moment a prospect lead succeeds
CORE CAPABILITIES

Engineered for Operational Excellence

Explore the purpose-built tools designed to give your staff and committee complete control.

PIPELINE BOARD

Visitors & CRM Board With Live Counts

Track visitors, manage prospects and convert them into members from Total Visitors, Pending Follow-ups, Approved Prospects and Inducted Members down to cards.

  • Kanban columns: New, Contacted, Qualified, Application (+ Converted)
  • Search visitors + filters: All Stages, All Referrers, All Priorities; Export; Board/List toggle
  • Cards show name, email, referrer (Member Referral/Manual), visits and follow-up date
  • + Add Prospect captures every newcomer at intake
PIPELINE BOARD • Lab of Club
Visitors & CRM Board With Live Counts
INTERACTIONS

Call, WhatsApp and Visit History

Every touch is an Interaction with type, timestamp, outcome and the exact note — forming the membership-control trail.

  • Log Visit, WhatsApp and Call entries with date-time stamps
  • Outcomes like Interested and Follow Up Needed per interaction
  • Notes capture verbatims (“ready to fill the Membership Application…”)
  • Next-date scheduling with Change Date + Add Interaction controls
INTERACTIONS • Lab of Club
Call, WhatsApp and Visit History
PROFILE & CONVERT

Lead Profile, Score and One-Click Conversion

Open the profile for Information, Lead Score (/100), stage rail and the Convert to Application trigger.

  • Mobile, Email, DOB, Company, Designation, Source Type/Reference, Assignee, Interest (Cold/Warm/Hot)
  • Lead Score bar plus New → Contacted → Qualified → Application → Converted rail
  • Edit / Delete profile with source (e.g. Member Referral) preserved
  • Convert to Application submits the membership request when the lead succeeds
PROFILE & CONVERT • Lab of Club
Lead Profile, Score and One-Click Conversion
HOW IT WORKS

Frictionless Workflow in 3 Simple Steps

Designed for high adoption among committee members, staff, and club members alike.

01

Capture the Prospect

Add the lead with source, contact and interest into the New stage.

02

Log Every Interaction

Record calls, WhatsApp chats and visits with outcomes and next dates.

03

Convert to Application

When the lead succeeds, submit the membership request in one click.

PROVEN IMPACT

Delivering Measurable Results to Premier Clubs

Full

Interaction Trail

Call, WhatsApp and visit notes end “who said what” disputes.

Staged

Status You Trust

New to Converted with scores and interest always current.

1-Click

Membership Request

Winning leads become applicants without retyping.

Easy

Membership Control

The pipeline is the simplest way to govern intake.

FREQUENTLY ASKED QUESTIONS

Got Questions? We’ve Got Answers.

Everything you need to know about implementing this module for your organization.

EXPERIENCE LAB OF CLUB

Ready to Elevate Your Club’s Leads?

Get a personalized 1-on-1 walkthrough configured to your club’s exact membership tiers, bylaws, and committee workflow.