As a yoga studio owner, you want to spend the majority of your time helping your instructors lead high quality classes, 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 yoga studio 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 yoga studio owner and make your CRM work for you.
As a yoga studio owner, it will be especially important to collect information on your members' preferences and needs.
•🧘Membership Level (dropdown with different membership levels)
•📆Last Class Attended Date (date field listing the date of the last class someone attended)
•🪷Preferred Yoga Style (checkbox list of members preferred yoga styles)
•🩺Health Concerns (text area to list any injuries or issues the yoga instructor should be aware of)
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 yoga studio owner, you can use a pipeline to track your entire process. From someone's first class to the moment they become a regular at your studio—store all of that information in your pipeline. Take a look at an example pipeline for yoga studio owners below.
As a yoga studio owner, you can use groups to keep track of the instructors who work at your studio, the people who take classes, and the teams you partner with for events and branding. Take a look at a couple example groups that are perfect for yoga studio owners below.
•🧘♀️Instructors
•🧘Members
•🧘♂️Partners
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.
Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.
At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.
