Task Queue
Every lead and member touchpoint the team owes today
33
12
35
5
To Do
14No check-in in 14 days — re-engage
Member: Elena Kaur
Membership expires in 30 days
Member: Marcus Hoffman
PT package nearly used up
Member: Yusuf Tran
Send membership pricing sheet
Lead: Emmett Hoffman
Trial ends in 2 days — close attempt
Lead: Jordan Palmer
Cancellation save offer
Member: Elena Nakamura
Card declined — collect payment
Billing: Marcus Hoffman
Speed-to-lead call (15 min SLA)
Lead: Jordan Ortega
Confirm tour appointment
Lead: Andre Foster
No check-in in 14 days — re-engage
Member: Brett Ibarra
Cancellation save offer
Member: Rosa Ellis
Card declined — collect payment
Billing: Noah Lombardi
Speed-to-lead call (15 min SLA)
Lead: Farah Lombardi
Confirm tour appointment
Lead: Quinn Mercado
In Progress
9Confirm tour appointment
Lead: Quinn Mercado
Day 7 follow-up call
Lead: Kara Quintero
Cancellation save offer
Member: Delia Jenkins
Birthday message + guest pass
Member: Wes Hoffman
Speed-to-lead call (15 min SLA)
Lead: Sam Ibarra
Day 7 follow-up call
Lead: Noah Salas
Membership expires in 30 days
Member: Uri Ramsey
30-day onboarding check-in
Member: Mona Nakamura
Birthday message + guest pass
Member: Elena Nakamura
Waiting
10Speed-to-lead call (15 min SLA)
Lead: Xena Lombardi
Send membership pricing sheet
Lead: Dana Ellis
Trial ends in 2 days — close attempt
Lead: Rosa Foster
30-day onboarding check-in
Member: Farah Hoffman
Confirm tour appointment
Lead: Colton Vargas
30-day onboarding check-in
Member: Noah Quintero
No check-in in 14 days — re-engage
Member: Rosa Jenkins
PT package nearly used up
Member: Jordan Bennett
Send membership pricing sheet
Lead: Rosa Tran
Day 7 follow-up call
Lead: Leo Alvarez
Done
5Card declined — collect payment
Billing: Leo Bennett
Birthday message + guest pass
Member: Delia Jenkins
Trial ends in 2 days — close attempt
Lead: Noah Underwood
Membership expires in 30 days
Member: Luis Ibarra
PT package nearly used up
Member: Brianna Bennett