Gym CRM readiness checklist

Lead workflow

• Every website, phone, walk-in, trial, and referral lead has a source.
• Every new lead has an owner and next follow-up date.
• Staff can see whether a lead has toured, trialed, joined, or gone cold.
• Lost reasons are tracked consistently.

Member workflow

• Member profiles include status, plan, join date, notes, tasks, and documents.
• Front desk staff can see account alerts before awkward member conversations.
• Membership changes are visible to sales, operations, and billing staff.

Operations workflow

• Classes, bookings, waitlists, and check-ins connect to real member records.
• Waivers and contracts have a clear status.
• Reports can be reviewed weekly without spreadsheet cleanup.

Migration readiness

• You can export members, leads, plans, schedules, and documents from current tools.
• You know which fields are required and which are messy.
• You have one owner who can approve imported data before launch.