Total Leads
87
▲ 23% vs last month
👤
Assessments Booked
34
▲ 18% vs last month
📅
Clients Closed
22
▲ 10% vs last month
✅
Hot Leads
14
→ Action needed
🔥
LEADS THIS WEEK
VIEW ALL →
M
T
W
T
F
S
S
PEAK DAY
Saturday +8 leads
TOP SOURCE
Instagram 62%
LIVE ACTIVITY
LIVE
Marcus Williams submitted the athlete form
2 min ago · Main Page Form
Deja Thompson booked a free assessment
18 min ago · book.theflexfacility.com
FLEX AI completed a call · 4m 12s
34 min ago · VAPI Outbound
SMS Nudge #2 sent to 7 leads
1 hr ago · Make.com Sequence
Jordan Carter converted to client
3 hr ago · In-Person Close
QUICK ACTIONS
Trigger FLEX Call
Call a hot lead now
Send SMS Blast
Reach all warm leads
Add Lead
Manual CRM entry
View Bookings
Today's schedule
PIPELINE HEALTH
78
CLOSE RATE %
Lead → Assessment39%
Assessment → Closed78%
SMS Response Rate52%
FUNNEL ANALYTICS
Last 30 days · All sources
Page Views
1,847
▲ 31%
Form Submissions
87
4.7% conversion
Assessments Booked
34
39% book rate
Clients Closed
22
78% close rate
DROP-OFF FUNNEL
Page Visitors
1847
100%
Form Started
1340
72%
Form Submitted
87
4.7%
Assessment Booked
34
39%
Client Closed
22
78%
TRAFFIC SOURCES
📸 Instagram62% · 54 leads
🤖 FLEX AI Button18% · 16 leads
👋🏾 Word of Mouth12% · 10 leads
🔍 Google / Direct8% · 7 leads
CRM — LEAD PIPELINE
87 total leads · 14 need action
ALL (87)
🔥 HOT (14)
🟡 WARM (23)
🆕 NEW (18)
📅 BOOKED (22)
❄️ COLD (10)
✅ CLOSED (22)
Athletes
Lifestyle
| ATHLETE / PARENT | SPORT / GOAL | PIPELINE STAGE | SOURCE | PHONE | SUBMITTED | ACTIONS |
|---|---|---|---|---|---|---|
Marcus Williams Parent: Tanya Williams | Football · Speed Age 16 · Class of 2026 | HOT | Main Form | (314) 555-0182 | 2 min ago | 📞 💬 📅 🗑 |
Deja Thompson Self | Basketball · Explosiveness Age 17 · Class of 2025 | BOOKED | (314) 555-0247 | 18 min ago | 📞 💬 👁 🗑 | |
Jordan Carter Parent: Michael Carter | Track · Performance Age 15 · Class of 2027 | WARM | FLEX Call | (314) 555-0391 | 2 hrs ago | 📞 💬 📅 🗑 |
Alonzo Davis Self | Bodybuilding · Muscle Gain Age 28 · Lifestyle | NEW | /fit Page | (314) 555-0558 | 5 hrs ago | 📞 💬 📅 🗑 |
Kayla Robinson Parent: Lisa Robinson | Soccer · Conditioning Age 14 · Class of 2028 | COLD | Word of Mouth | (314) 555-0612 | 3 days ago | 📞 💬 📅 🗑 |
UPCOMING BOOKINGS
6 assessments scheduled · Next 7 days
THIS WEEK
book.theflexfacility.com →
MON
9:00
AM
Deja Thompson
Free Athlete Assessment · Basketball · Age 17
MON
11:30
AM
Tyrese Jackson
Free Athlete Assessment · Football · Age 15
WED
2:00
PM
Marcus Williams
Free Athlete Assessment · Football · Age 16
THU
10:00
AM
Alonzo Davis
Lifestyle Consultation · Bodybuilding · Age 28
SAT
9:30
AM
Kayla Robinson
Free Athlete Assessment · Soccer · Age 14
BOOKING STATS
6
THIS WEEK
34
THIS MONTH
NO-SHOW RATE
12%
4 of 34 assessments
resulted in no-shows
resulted in no-shows
⚠️ Booking Webhook Not Connected
Booked leads may still receive SMS nudges. Wire book.theflexfacility.com → Make.com → Airtable to fix this.
FLEX AI CALL LOG
VAPI assistant · Last 7 days
RECENT CALLS
EXPORT CSV →
Marcus Williams
Outbound · Interested in speed training · Booked assessment
4m 12s
BOOKED ✓
Unknown Caller
Inbound · Asked about adult training programs
2m 48s
WARM LEAD
Jordan Carter
Outbound · No answer · SMS follow-up sent automatically
0m 00s
MISSED
Deja Thompson
Outbound · Confirmed booking · Parent on call
3m 05s
CONFIRMED ✓
Kayla Robinson
Outbound · Left voicemail · Needs callback
0m 45s
VOICEMAIL
SMS SEQUENCES
4-stage nurture · Twilio / Make.com
ATHLETE NUDGE SEQUENCE
EDIT IN MAKE →
Stage 1 — Immediate Welcome
"Hey [Name]! Coach Kenny here from The Flex Facility 💪🏾 Just saw your info. Let's set up your free athlete assessment!"
Sent: 87
Replied: 52
Clicked: 34
Stage 2 — Social Proof (Day 1)
"Real results happen at The Flex Facility. Spots filling up — book your free session 👉🏾 [link]"
Sent: 53
Replied: 28
Clicked: 19
Stage 3 — Urgency (Day 3)
"[Name], your free assessment slot is still open — but not for long. Claim it: [link]"
Sent: 14
Replied: 7
Stage 4 — Final Attempt (Day 7)
"Last message — The Flex Facility will be here when you're ready. Coach Kenny, 1-877-515-FLEX."
SEQUENCE PERFORMANCE
154
SENT
87
REPLIED
53
CLICKED
ACTIVE SEQUENCES
Athlete Nurture SequenceACTIVE
Lifestyle / Bodybuilding SequencePENDING BUILD
Re-engagement (Cold Leads)PENDING BUILD
AI INSIGHTS
Powered by Go Elev8.AI · Updated every 6 hours
PRIORITY RECOMMENDATIONS
LIVE
Call Marcus Williams NOW
Submitted 2 minutes ago. Response rates are 40× higher in the first 5 minutes. Football athlete, parent on record. High intent.
HIGH PRIORITY
Re-engage 10 Cold Leads This Week
10 leads went cold 7+ days ago. A "we saved your spot" SMS converts at 22% for this audience.
MEDIUM PRIORITY
Activate Your Existing Member Base
Current members haven't been used as a referral source. A "refer a friend" campaign could generate 15–20 warm leads in 2 weeks.
MEDIUM PRIORITY
Connect Booking Webhook
Booked leads are still receiving SMS nudges. Connect book.theflexfacility.com → Make.com → Airtable to stop sequences on booking.
HIGH PRIORITY
Saturday Is Your Best Day — Post More
8 of your last 30 leads came in on Saturdays. Friday evening Instagram posts with parent testimonials are driving this.
OPPORTUNITY
ASK FLEX AI
FLEX AI ●
Hey Coach 👋🏾 Tracking your funnel in real time. You have 14 hot leads right now — Marcus Williams just submitted 2 minutes ago. Want me to trigger a call?
Who are my hottest leads?
Why are leads going cold?
Best time to post?
30-DAY REVENUE PROJECTION
$11,200
Based on 14 hot leads × 78% close rate × avg $1,024 value
AVG CLIENT VALUE
$1,024
BEST CASE
$14,336
CONSERVATIVE
$8,192
SETTINGS
Integrations, notifications, system config
INTEGRATIONS
🤖 VAPI — FLEX AI
Connected · Assistant ID active
📋 Airtable CRM
Connected · 8 tables syncing
⚡ Make.com Webhooks
Connected · 3 webhooks active
💬 Twilio SMS
Connected · Sending enabled
📅 Booking Webhook
⚠️ Not connected — action needed
NOTIFICATIONS
New Lead Alert (SMS to Coach)
Text when a new form is submitted
Booking Confirmation Alert
Notify when a lead books
FLEX AI Call Summary
Send recap after each VAPI call
Daily Funnel Report
Morning summary at 8 AM daily
BUSINESS INFO
The Flex Facility
4132 Shore Line Dr, Earth City, MO
Business Phone
1-877-515-FLEX
Website
theflexfacility.com
Admin Portal
portal.theflexfacility.com
SYSTEM STATUS
Website (Vercel)
LIVE
VAPI Assistant (FLEX)
LIVE
Make.com Automation
LIVE
Airtable Sync
LIVE
Booking Webhook
OFFLINE