As a gym owner, you want to spend the majority of your time helping your patrons achieve their fitness goals, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a gym owner. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a gym owner and make your CRM work for you.
As a gym owner, it will be especially important to collect information on each gym member's goals and preferences.
•📋Membership Type (dropdown field with different membership levels)
•🥇Fitness Goals (text area listing fitness goals)
•📆Membership Renewal Date (date field)
•⌚️Preferred Workout Times (checkbox field with preferred schedule checked)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a gym owner, you can use a pipeline to track your entire process. From the first time someone steps foot in your gym to when they are renewing their membership—store all of that information in your pipeline. Take a look at an example pipeline for gym owners below.
As a gym owner, you can use groups to keep track of memberships, as well as your trainers and the vendors you buy exercise equipment from. Take a look at a couple example groups that are perfect for gym owners below.
•🏋️Members
•💪Trainers
•🚲Suppliers
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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