Lead Management

Turn visitors into members

OfferingTree's lead generation tools give you a clear view of every prospect in your pipeline, automated follow-ups that work without you having to think about them, and ad tracking that shows you what's actually worth spending money on.

Why OfferingTree

A clear picture of every lead and the tools to turn them into members

Your entire pipeline at a glance

Who's brand new, in an intro offer, on the fence, and who's about to go cold. The Contact Journey automatically moves contacts through six pre-built stages based on what they've actually booked and bought, so you always know who needs attention and what stage they're in. Set win probabilities per stage and OfferingTree will forecast your expected new member revenue from the leads already in your pipeline.

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Automated lead follow-up

When a prospect enters the Decision Zone, intro offer expiring, no membership yet, OfferingTree can automatically trigger a follow-up email or text to nudge them toward joining. You set the sequence, and every future lead in that stage gets the right message at the right moment without you having to remember to send it.

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Every lead, one place

Leads from your landing page forms, guest passes, ClassPass, ads, purchasing and booking flows get collected automatically. No manual data entry, no chasing down spreadsheets, no wondering if someone filled out the form but never got a follow-up. Everyone is tracked, nothing falls through the cracks.

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Meta Ads integration

Connect your Facebook and Instagram ad account to OfferingTree and start seeing which campaigns are actually producing bookings and memberships, not just burning money. When someone registers for a class or buys a package through your ad, that conversion goes back to Meta automatically so its algorithm knows who your real customers are, which makes your future ads smarter and more targeted over time.

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Customer Stories

Studio owners who stopped losing track of their best leads

Our customers are the real heroes of OfferingTree

The web builder allowed us to consolidate and focus our team, keeping all content and operations in one spot.

Dan Tatton, Seven Movements

Very simple. It just took me a couple of days to get the website up and get it custom to my liking.

Jennifer Thistle, Just Breathe Yoga

I really like how easy it is to modify and would highly recommend to other fitness professionals. So easy, but the finished product looks so good and professional.

Kelly Vida, Empowered Mama Fitness

I have been trying to create my own site for like six months and have been totally overwhelmed by other 'create-your-own' websites. OfferingTree is exactly what I needed!

Sara Villamil, Sara Villamil Movement

It's the best platform ever. It works so well for my business. Designing it was seamless! I don't have experience with web design, but it was very intuitive and simple to use.

TK, On My Mat with TK

I signed up for the two-week trial and I literally built my website in like two days. It was very user friendly; the templates were there.

Tiffany Greene, Creation Yoga

What's Inside

All the tools to bring in leads and turn them into members

Contact Journey

A visual six-stage pipeline that automatically tracks every lead from first inquiry through active membership.

Contact Journey

A visual six-stage pipeline that automatically tracks every lead from first inquiry through active membership.

Revenue forecasting

Set win and conversion rates for your leads at any stage in the pipeline and see your expected new member revenue based how many leads you have and where they are in the pipeline or funnel.

Revenue forecasting

Set win and conversion rates for your leads at any stage in the pipeline and see your expected new member revenue based how many leads you have and where they are in the pipeline or funnel.

Behavior-triggered automations

Trigger emails and texts automatically when a lead enters a specific stage, like the Decision Zone, so no one gets lost in the shuffle.

Behavior-triggered automations

Trigger emails and texts automatically when a lead enters a specific stage, like the Decision Zone, so no one gets lost in the shuffle.

Lead forms

Collect lead information directly from your landing pages and booking flows, automatically added to your pipeline.

Lead forms

Collect lead information directly from your landing pages and booking flows, automatically added to your pipeline.

Guest passes

Let members bring friends to class using guest passes on their membership — and track those guests as new leads from their first visit.

Guest passes

Let members bring friends to class using guest passes on their membership — and track those guests as new leads from their first visit.

Ads audience builder

Sync your OfferingTree customer segments directly to Meta to run retargeting campaigns and create lookalike audiences from your best clients.

Ads audience builder

Sync your OfferingTree customer segments directly to Meta to run retargeting campaigns and create lookalike audiences from your best clients.

Conversion tracking

Send class registrations, package purchases, and form submissions back to Meta automatically so your ad campaigns optimize for real results.

Conversion tracking

Send class registrations, package purchases, and form submissions back to Meta automatically so your ad campaigns optimize for real results.

ClassPass integration

ClassPass clients flow into OfferingTree automatically so you can track and follow up with them just like any other lead.

ClassPass integration

ClassPass clients flow into OfferingTree automatically so you can track and follow up with them just like any other lead.

Pipeline reporting

See conversion rates by stage so you know exactly where leads are dropping off and where to focus your attention.

Pipeline reporting

See conversion rates by stage so you know exactly where leads are dropping off and where to focus your attention.

FAQs

Questions we hear a lot

What is the Contact Journey and how is it different from a regular contact list?

Does Contact Journey update automatically, or do I have to move people manually?

How does the revenue forecasting work?

How does the Meta Ads integration work?

Can I run retargeting ads using my OfferingTree client data?

How do ClassPass clients and guest pass visitors show up as leads?

Which plan do I need to use the Contact Journey and Meta Ads integration?

See OfferingTree in action

Test us out in with a free playground mode to see how OfferingTree would work for you. It's pre-loaded with a schedule, registrations, payments and other data

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