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.
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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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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

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.
See how it works for your type of studio
Questions we hear a lot
What is the Contact Journey and how is it different from a regular contact list?
A contact list just shows you who's in your system. The Contact Journey shows you where they are in the process of becoming a member. It automatically moves contacts through six stages — from New Inquiry to Active Client — based on what they've booked and bought, so you can see at a glance who needs follow-up and who's already on their way.
Does Contact Journey update automatically, or do I have to move people manually?
It updates automatically. Leads get entered when they fill out one of your forms, buy an intro offer, or book for the first time. As soon as a lead takes an action that moves them further down the funnel of your pipeline, OfferingTree moves them to the right stage automatically. You can also move someone manually if needed, with one exception: contacts in the Lost stage can only be moved to an Active Client stage, not back into the middle of the pipeline.
How does the revenue forecasting work?
You set a win probability (or conversion rate) for each stage. For example, 5% for New Inquiries, 40% for Decision Zone. OfferingTree multiplies each contact's lifetime value by the win probability of their current stage and adds it all up. This gives you a sense of what you can realistically expect in new membership revenue from the leads already in your pipeline.
How does the Meta Ads integration work?
You connect your OfferingTree account to your Meta Business account, and OfferingTree automatically installs the Meta Pixel on your website and sends conversion events — like class registrations, membership purchases, and form submissions — back to Meta when they happen. This helps Meta's algorithm find more people like your real paying customers, and it lets you see which campaigns are actually generating bookings and purchases rather than just clicks.
Can I run retargeting ads using my OfferingTree client data?
Yes. The Meta Audience Builder lets you sync any customer segment set up in OfferingTree directly to Meta as a Custom Audience. You can run "we miss you" campaigns at lapsed members, membership campaigns to people who've bought your intro offer, or build Lookalike Audiences to find new people who behave like your most engaged clients.
How do ClassPass clients and guest pass visitors show up as leads?
ClassPass clients are imported automatically through the ClassPass integration and appear in your pipeline just like any other contact. Guest pass visitors — friends or family brought in by your members — are captured at the time of booking and added to your contacts so you can follow up with them as potential new members.
Which plan do I need to use the Contact Journey and Meta Ads integration?
The Contact Journey is available on Pro Plus, Studio Grow, and Studio Max plans. The Meta Ads and ClassPass integrations as well as lead forms are available on Pro Plus and all Studio plans. Guest passes are available on Pro plans and above.
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
Play with it

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