# Every enquiry followed up. Every lead a client, or a reason why.

Trainaq keeps the people who ask about your coaching in one list, reminds you when to call or WhatsApp them, records what each one said and turns them into a client in one tap. No spreadsheet, no forgotten follow-ups.

Where it works: Web dashboard · Leads; Trainaq Coach · with its next app update.

## What is lead management in Trainaq?

It is a list of everyone interested in coaching with you, with a follow-up and a reminder for each one. You log what they said after every call or WhatsApp, set the next follow-up in the same step, and make them a client when they join. Leads and follow-ups are on Pro and Studio.

- Leads and follow-ups are on Pro and Studio. Every plan starts with a 7-day free trial, and no card is needed.
- One lead per phone number, so nobody is entered twice
- A reminder 15 minutes before each follow-up
- A lead becomes a client in one tap, with no second record

## Why do enquiries slip through when they live in WhatsApp and a notebook?

Because nothing reminds you. An enquiry on a busy evening gets a quick reply, then sinks under a hundred chats. Nobody notes what was said, the second call never happens, and a month later you cannot tell who joined and who went elsewhere. A list with a date for the next follow-up fixes all three.

- **No reminder.** You meant to call back on Thursday, and Thursday passed.
- **No notes.** Was it the 6 am batch they wanted, or evenings? Nobody wrote it down.
- **No answer to “why?”.** Without a reason for each lost lead, you cannot fix prices or timings.

## How do you follow up leads in Trainaq?

Add the lead with where they came from, schedule a follow-up, and log what they said each time you talk. The next follow-up is set in the same step, a reminder comes before it, and when they are ready you make them a client in one tap.

### 1. Add the lead

Their name and phone, an email if you have it, where they came from and what they are interested in. Trainaq keeps one lead per phone number: type a number that is already a lead and it shows you that lead instead.

- Walk-in, phone call, WhatsApp, Instagram, Facebook, Google, referral or other
- Notes for anything else they told you
- Give it to a coach on your team, or keep it yourself

### 2. Schedule the follow-up

A call, WhatsApp, email or meeting at a date and time. Each lead has one open follow-up, so moving it is one change, and the Follow-ups list shows what is due today, what is overdue and what is coming up.

- A push in Trainaq Coach and an email 15 minutes before
- A morning email with the day’s follow-ups and any overdue ones
- Call or WhatsApp straight from the lead

### 3. Log what they said

Interested, call back, no answer, busy, voicemail, wrong number, not interested or other, with a note, and the next follow-up in the same step. A first real conversation moves the lead from New to Contacted; not interested marks it lost.

- Every response and note on the lead’s timeline
- Trial booked when they come in for a trial
- Lost with a reason: too expensive, chose another coach and more

### 4. Make them a client

One tap opens Add client with their name, phone and email filled in. Save it and the lead is marked Converted and linked to the new client. If they are already a client, Trainaq offers to link the lead instead of adding them twice.

- Add and invite them to the Trainaq app in the same step
- Their open follow-up closes on its own
- The lead shows which client it became

## What can you do with Trainaq’s lead management?

Everything a coach or a small studio needs to turn enquiries into clients: a searchable list with filters, follow-ups with reminders, responses logged in one step, statuses with a reason for every lost lead, one tap to make a client, leads shared across a team and locations, and an Excel download.

- **One list of leads.** Search by name, phone or email; filter by status, source, who has it and date added.
- **No duplicates.** One lead per phone number, checked every time a lead is added.
- **Follow-ups with reminders.** Call, WhatsApp, email or meeting, with a reminder 15 minutes before.
- **Due today and overdue.** The day’s follow-ups and the ones you missed, on your own business’s clock.
- **Responses in one step.** What they said, a note and the next follow-up, saved together.
- **Statuses.** New, Contacted, Trial booked, Converted and Lost, with a reason.
- **Make client in one tap.** Add client opens filled in; the lead is linked, never entered twice.
- **Leads for your team.** Give a lead to a coach; each coach sees only the leads they have.
- **Locations.** Each lead belongs to a location, and location managers see their own.
- **Excel download.** The leads you filtered, in a spreadsheet, for the roles allowed to download.
- **A card on Home.** New leads, follow-ups due today and overdue, the moment you sign in.
- **Leads in Trainaq Coach (coming with the next app update).** The list, follow-ups and Log response on your phone.

**Not yet:** sending WhatsApp messages from Trainaq (the WhatsApp button opens WhatsApp on your phone with the lead’s number). Leads and their follow-ups import from Excel or CSV in Settings → Import Data on the web dashboard.

## Who sees which leads in a team?

The owner sees every lead. A coach sees the leads given to them and the ones they add. A location manager sees the leads at their locations. Giving a lead to someone else, downloading leads and deleting them are permissions of their own, so you decide who does what.

- Owner: every lead, every action
- Location managers: their locations’ leads, assigning, downloading and deleting
- Coaches: their own leads, follow-ups and responses
- Custom roles on Studio choose each permission

[Team and roles](https://trainaq.com/features/team)

## FAQ

### Can I see which coach is following up which lead?

Yes. Every lead shows who has it, and the owner can filter the list by coach, see the leads nobody has yet and open everyone’s follow-ups due today or overdue. Each follow-up’s reminder goes to the person it is with, so the right coach makes the right call at the right time.

### What happens when the same person enquires twice?

Trainaq keeps one lead per phone number. When you add a number that is already a lead, it shows you that lead, or tells you it is with another team member, instead of making a second one. A lead you marked lost can be reopened from its own page, with its history kept.

### Do reminders come on my phone?

Yes: a push in Trainaq Coach and an email 15 minutes before each follow-up, and a morning email with what is due that day; each email has a link to stop them. On the web dashboard, you see the same Due today and Overdue lists.

### Does making a lead a client add them twice?

No. Make client turns the lead into one client and links the two, and the lead’s open follow-up closes on its own. If a client with the same phone or email is already in your business, Trainaq offers to link the lead to them instead of adding the same person a second time.

### Which plans include leads and follow-ups?

Leads and follow-ups are on Pro and Studio, with follow-up reminders, the Home card and the Excel download included. On a plan without them, the Leads page shows what they do and which plan has them, and nothing you added is lost. Every plan starts with a 7-day free trial, and no card is needed.

## Related

- [Team and roles](https://trainaq.com/features/team): Give leads to your coaches
- [Reminders](https://trainaq.com/features/reminders): Every reminder Trainaq sends
- [Web dashboard](https://trainaq.com/products/web-dashboard): Leads on a big screen
- [Pricing](https://trainaq.com/pricing): Leads on Pro and Studio

Source: https://trainaq.com/features/leads