How Flex scores a lead
The buying signals it listens for, and how they add up to a list of who to call next.
A busy studio talks to dozens of new people a week. Some are ready to buy today. Some are just curious. Your team has limited time for follow-ups, so the question is always the same: who do we call first?
Flex answers it with a lead score.
The signals in a chat
After each conversation, Flex reads what was said and notes what matters for sales:
- Did they ask to buy? Questions about prices, a trial or a booking are the strongest sign someone is ready.
- What do they want? The classes, goals and interests they mention.
- Who are they like? Traits such as how they started with you, what they buy, where they are and how they found you.
These come from the conversation itself, so nobody on your team has to fill anything in.
How they add up
The score runs from 0 to 100 and falls into one of three bands:
- Ready (70 and above): they asked about buying and look like your best members. Call today.
- Warming (40 to 69): interested, with some signals. Worth a nudge.
- Early (below 40): curious, but not there yet.
A question about price, a trial or a booking counts for the most. Each trait they share with your best members adds more. Scores fade when people go quiet: if someone hasn’t chatted in 30 days, their score drops, because last month’s interest isn’t today’s.
Only people who could still buy get a score: new leads, prospects, people on a trial and former members. Current members don’t.
Matching your ideal customer
Flex can work out what your best members have in common. Once your studio has enough paying clients in Mindbody, Flex looks for traits that show up far more often among your best members than among everyone else: perhaps they started with an intro offer, or found you through a friend.
That becomes your ideal customer profile, shown in Reports, with how strongly each trait points to a great member. Leads who match more of those traits score higher.
Using the follow-up list
In Reports, Flex shows how many people sit in each stage and band, and lists the top people to follow up, highest score first.
A simple routine works well:
- Each morning, open the follow-up list.
- Start with the Ready people. Most of them asked about buying recently.
- Message them, or send an approved template if their 24-hour window has closed.
- Check back next week to see who moved up.
The score doesn’t replace your team’s judgement. It just makes sure the hottest conversations never sit at the bottom of the pile.