First time clients, like leads, are the beginning of the marketing funnel and paramount to future revenue and membership totals. While leads are tracked for conversion to first time clients, the first time clients are then intended to be converted to the purchase of a membership, intro or class package.
Before you continue reading...
- The First Time Clients module is located on the My Dashboard page.
- Permission access needed is 'First Time Clients.'
- First Time Clients metric in this module on My Dashboard will include/exclude cross regional clients according organization settings.
- Stats with 'Previous' in the title (example: 'Previous Month Conversion % MTD') refers to previous month, same date range.
Modular Definitions
Month To Date: Total number of completed, first time visits.
Conversion % Month To Date: Percentage (value) of first time visitors who later converted to an intro offer.
Total Purchase Month To Date: The number of first visitors who used an intro offer to cover their first visit.
Purchases Breakdown: Converting first time visitors who purchase either an intro offer, package, or membership.