Mastering Lead Qualification: The 11 Sales Stages That Close More Clients at BODY TIME

At BODY TIME, we don’t leave success to chance. Whether you’re promoting our revolutionary EMS training, selling the iBody Smart Home EMS System, or inviting leads for a free consultation—your sales success depends on one key factor: a structured lead qualification system.

This blog will guide you through the 11 essential lead qualification stages that BODY TIME uses to consistently close clients and scale globally.

Why Lead Qualification Matters

Not every lead is ready to buy—and chasing the wrong ones wastes your time, energy, and advertising budget. A powerful lead qualification system:

• Identifies serious buyers fast
• Filters out time-wasters
• Boosts conversion rates
• Shortens the sales cycle
• Increases client satisfaction

And when done right, it feels natural and non-pushy.

What is the difference between “Lost” and “Abandoned” lead statuses in a sales pipeline?

Great question. Understanding the difference between Lost and Abandoned in lead status helps you keep your CRM clean and your reporting accurate.

Key Difference Between LOST and ABANDONED in Sales Pipelines

Term	Meaning	When to Use	Implication
Lost	The lead was actively pursued, showed interest, but decided not to buy.	After full follow-up and objection handling, the lead says “No” or chooses a competitor.	Valuable for analyzing reasons (e.g. price, timing, trust). Should include a “reason lost” field.
Abandoned	The lead never moved forward, was unreachable, or ghostedafter early contact.	No replies after multiple follow-up attempts, or lead gave fake info or went silent.	Often recycled later with re-engagement campaigns. Indicates poor-quality or unqualified lead.

Examples:

• Lost“Thanks, but I’ve already joined another program.”
  “Too expensive for me.”
  “I’ll think about it – but for now, I’m not interested.”
• AbandonedYou call/WhatsApp/email 5+ times, and they never respond.
  Fake number or email.
  Booked a trial and never showed up, never replied again.

What to Do With Each

• LOST Leads:
  • Track reason for lost (price, competition, timing).
  • Add to a future re-engagement campaign.
  • Learn from objections for sales improvement.
• ABANDONED Leads:
  • Automate to a “cold lead” reactivation flow after 30–60 days.
  • Consider excluding from future manual follow-ups unless re-engaged.

Pro Tip:

Create dropdown fields in your CRM like:

• Lost Reason: “Too expensive,” “Joined elsewhere,” “Not ready,” “Didn’t like product”
• Abandoned Reason: “No reply,” “Fake contact,” “Ghosted after booking”

Lead Status Definitions in Sales Pipelines

1. OPEN

Meaning: The lead is active and currently in the sales process.

Use Case:

• You’re still working on converting the lead.
• They may be booked for a consultation, reviewing the offer, or discussing options.
• No final decision has been made yet.

Example:
The client booked a demo but hasn’t purchased yet, or you’re still following up.

2. WON

Meaning: The lead has successfully converted into a paying client.

Use Case:

• The lead completed a purchase (e.g., bought the iBody device or Eximia package).
• The sale is closed positively.

Example:
The client paid for a 5+1 Eximia package or purchased the iBody Smart EMS Home Training System.

3. LOST

Meaning: The lead was active and pursued, but decided not to buy.

Use Case:

• You made contact, presented the offer, but the lead said “No,” chose a competitor, or wasn’t convinced.
• A final negative decision was communicated.

Example:
The client said it’s too expensive or they’re not interested anymore after the consultation.

4. ABANDON

Meaning: The lead did not progress and became unresponsive or unreachable.

Use Case:

• The lead never replied, didn’t show up, or gave invalid contact info.
• There was no meaningful engagement despite multiple attempts.

Example:
You sent several WhatsApps and called, but the person never replied or showed up for the trial.

🔄 Why These Statuses Matter:

Status	Tracks…	Action Needed
OPEN	Ongoing leads in the funnel	Keep following up
WON	Success and revenue conversions	Begin onboarding
LOST	Objections and conversion issues	Learn and improve pitch
ABANDON	Poor quality or cold leads	Add to reactivation later

Custom CRM Stage Map with Statuses & Follow-Up Rules

🟢 OPEN – Active Leads

Stage	Description	Follow-Up Rules
New Lead – Inquiry	Lead enters CRM via ad, referral, website, WhatsApp, etc.	Respond within 10 minutes. Tag lead source. Assign to sales rep.
Contact Attempted	First outreach attempt (call/WhatsApp/email)	Make 3 attempts per day across 2 channels. After 3 days, move to ABANDON if no response.
Engaged & Interested	Lead responded and is open to learn more	Ask qualifying questions (need, budget, timeline). Schedule booking ASAP.
Booking Scheduled (Consultation/Demo)	Appointment for trial or consultation confirmed	Confirm via WhatsApp. Send 1-day and 2-hour reminders.
Appointment Completed	Consultation or demo/trial session attended	Mark attendance. Take notes on feedback and next steps.

🟡 LOST – Declined Leads

Stage	Description	Follow-Up Rules
Lost – Not Interested	Client said “No” after offer/demo	Mark reason (too expensive, joined elsewhere, not ready). Add to cold reactivation list for 60–90 days later.
Lost – Unqualified	Doesn’t meet basic criteria (no budget, underage, etc.)	No need for follow-up unless situation changes. Archive with notes.

🔴 ABANDON – Inactive Leads

Stage	Description	Follow-Up Rules
Abandoned – No Show	Booked but didn’t attend	Try to rebook once. If no reply, mark abandoned. Add to no-show segment.
Abandoned – No Reply	Never responded after 3+ attempts	Stop outreach. Add to reactivation campaign after 30 days.
Abandoned – Invalid Contact	Fake number/email or unreachable	No further follow-up. Tag for filtering in future campaigns.

🟢 WON – Successful Conversions

Stage	Description	Follow-Up Rules
WON – iBody Sold	iBody device sold, paid	Start onboarding process. Track delivery + optional coaching start.
WON – Eximia Package Sold	Client bought Eximia session/package	Schedule first session. Track attendance. Offer upgrade later.

✅ Recommendations:

• Automate WhatsApp reminders for “Booking Scheduled”
• Auto-tag sources: Instagram, Google Ads, Referrals
• Assign leads based on product (Eximia vs. iBody)
• Use dashboards to track conversion rate by salesperson and stage

Example

Standard Operating Procedure (SOP) CRM Lead Management

The 11 Proven Lead Qualification Stages at BODY TIME

Here is the exact structure we recommend and use for BODY TIME and iBody sales:

1. New Lead

Definition: The prospect just entered your system (via ad, form, referral).
Goal: Immediate outreach to create first contact.

2. Contact Attempted

Definition: You’ve called, messaged, or WhatsApped them. No reply yet.
Goal: Get a response and start a conversation.

3. Interested

Definition: The lead replied and shows basic interest in EMS, iBody, or weight loss solutions.
Goal: Ask questions to discover their goals and pain points.

4. Needs Identified

Definition: You’ve uncovered why they’re interested—fat loss, pain relief, posture, etc.
Goal: Tailor your pitch to their needs.

5. Qualified Buyer

Definition: They have the problem, the budget, and the decision-making power.
Goal: Confirm interest and book a consultation or demo.

6. Consultation Booked

Definition: A free session, video call, or in-person appointment is scheduled.
Goal: Prepare to deliver value and impress.

7. Consultation Completed

Definition: The lead experienced EMS or saw iBody and received full explanation.
Goal: Build trust and present your offer clearly.

8. Offer Sent

Definition: You’ve shared the price, payment options, or packages.
Goal: Ask for the sale or schedule a follow-up to close.

9. Negotiation / Objection Handling

Definition: The lead is thinking, negotiating, or hesitating.
Goal: Overcome objections and show ROI (value vs. price).

10. Closed – Converted

Definition: Congratulations! The lead has purchased a service, EMS session pack, or iBody.
Goal: Welcome them and upsell/referral opportunity.

11. Closed – Not Interested / Not Now

Definition: Lead is disqualified or not ready.
Goal: Add to nurturing list or follow up in the future.

Qualifying Questions That Work

During stages 3–5, ask these power questions:

• What are your main goals right now?
• Have you tried anything before that didn’t work?
• What’s stopping you from taking action now?
• How much time and money have you invested in your health so far?
• What do you do for a living? (To assess income level discreetly)
• Are you the one making the final decision?

These questions help you filter broke or unmotivated leads while showing you genuinely care.

How This System Works for iBody Sales

Selling the iBody Smart EMS System requires clear qualification because:

• It’s a premium product
• People don’t know it yet
• You must explain the value before price

That’s why stages like “Needs Identified,” “Qualified Buyer,” and “Consultation Completed” are critical. Only then should you send the offer.

Final Thoughts: Structure = Sales

The more organized your sales funnel is, the less time you’ll waste and the more clients you’ll convert. Whether you’re offering Eximia sessions, EMS memberships, or selling iBody to home users, use this 11-stage lead qualification process and watch your revenue grow.

Want to Grow Faster?

If you’re serious about automating your business, managing leads, and growing your sales, discover how BODY TIME X can help you:

• Automate your entire lead pipeline
• Follow up with WhatsApp, email, SMS
• Track all your sales stages in one dashboard
• Build your brand as a personal trainer or fitness entrepreneur

Ready to Transform Your Leads into Clients?

Just fill out the form on below — we’ll reach out to you within minutes and show you how to scale your sales and business automatically.

Is it recommended to create separate pipelines for each lead category, such as iBody and Eximia, or to manage all leads within a single unified pipeline?

Which approach aligns best with CRM best practices and standards?

Great question. Here’s a clear breakdown of best practices based on CRM standards and what’s most efficient for a business like BODY TIME with multiple products (iBody, Eximia, EMS training):

Option 1: One Pipeline for All Leads (General Pipeline)

Best For: Small teams, simple product lines, centralized sales process.

Pros:

• Easier to manage with fewer team members
• Clear visibility of overall sales activity
• Fast implementation

Cons:

• Harder to track performance by product/service
• Messaging and follow-ups might become generic
• You can’t personalize per service/client journey

Option 2: Separate Pipelines per Product/Lead Type (iBody, Eximia, EMS, Franchises)

Best For: Businesses with distinct offers, different sales teams, or separate lead sources.

Pros:

• Laser-focused messaging and follow-up per product
• Easier reporting (e.g., “Eximia leads converted at 30%,” “iBody needs more nurturing”)
• Each pipeline can have custom stages tailored to that product
• Better scaling and team specialization

Cons:

• Slightly more complex to manage
• Requires clearly labeled leads and automation triggers

CRM Best Practice Recommendation for BODY TIME:

Use separate pipelines per product/service category:

• iBody Smart Home Training
• Eximia Fat Reduction & Body Shaping
• EMS Club Memberships
• Franchise / Business Inquiries

Each pipeline should have its own:

• Lead stages
• Custom automation (emails, WhatsApp, follow-ups)
• Dedicated team or tags

This structure improves clarity, conversions, and helps scale globally.

Stage suggestions for each pipeline based on BODY TIME products

#1. iBody Smart EMS Home Training System (Product Sales Pipeline)

Goal: Sell the iBody device and possibly enroll the client in MotivatedFit coaching.

Pipeline Stages:

1. New Lead – iBody Inquiry
2. Contact Attempted
3. Engaged & Interested
4. Qualified Buyer (Need, Budget, Authority)
5. Product Demo/Explanation Sent
6. Objections/Follow-up Phase
7. Offer Sent
8. In Negotiation / Payment Plan Discussion
9. Closed – iBody Sold
10. Closed – Not Interested / Not Now

Here’s an updated version of your pipeline with booking-related stages, optimized for conversion tracking, sales accountability, and better CRM use:

---

Optimized iBody Product Sales Pipeline (with Booking Stages)

1. New Lead – iBody Inquiry
   → Just entered the system. Tag source (Instagram, WhatsApp, Website, etc.).
2. Contact Attempted
   → First outreach made (call, WhatsApp, or email). Awaiting reply.
3. Engaged & Interested
   → Lead replied. Expressed interest. Ask questions to qualify.
4. Booking Scheduled – Consultation or Demo
   → They agreed to book a consultation (online or in-person). Time/date scheduled.
5. Showed Up – Demo/Consultation Done
   → The demo or consultation has been successfully completed. Use this stage to measure no-shows vs. success rate.
6. Qualified Buyer (Need, Budget, Authority)
   → After meeting/demo, you determine they’re serious (need + budget + decision power).
7. Offer Sent – iBody & Coaching Option
   → Proposal with pricing sent (iBody purchase and optional MotivatedFit coaching). Include payment plans if offered.
8. Follow-Up & Objections Handling
   → Answering concerns, comparing with gyms, Miha, price objections, spouse talk, etc.
9. In Negotiation / Payment Plan Discussion
   → They’re discussing payment options, discounts, or plan terms.
10. Closed – iBody Sold (with or without Coaching)
    → Payment done. Client receives device and/or joins MotivatedFit program.
11. Closed – Not Interested / Not Now
    → Lead closed. Tag reason (too expensive, no time, health issue, etc.).

Optional Add-On (Automation-Focused CRM Users)

You can automate movement between:

• Stage 2 → Stage 3: If the lead replies.
• Stage 3 → Stage 4: If they book a calendar slot.
• Stage 4 → Stage 5: If they show up (via manual or calendar tool integration).

Pro Tip: Use Labels or Tags

Track:

• “High potential”
• “No show”
• “Rebooking needed”
• “Referred by client”
• “Asked for discount”
• “Dubai resident / India lead / International”

Updated iBody Smart EMS Home Training System – Sales Pipeline

Status: OPEN

1. New Lead – iBody Inquiry
2. Contact Attempted
3. Engaged & Interested
4. Consultation or Demo Booked
5. Consultation/Demo Completed
6. Qualified Buyer (Need, Budget, Authority)
7. Offer Sent (iBody + Coaching)
8. Follow-Up & Objections
9. In Negotiation / Payment Plan

Status: WON

10. iBody Sold – Payment Received
    → iBody sold with or without MotivatedFit coaching.

Status: LOST

11. Closed – Not Interested / Declined
    → Lead engaged, but said “No” or chose alternative.

Status: ABANDON

12. Closed – No Response / Ghosted / Invalid Contact
    → No show, unreachable after multiple attempts, or fake info.

#2. Eximia Fat Reduction / Body Contouring (Service Pipeline)

Goal: Book sessions and convert to packages (1 area, 2 areas, 3 areas).

Pipeline Stages:

1. New Lead – Eximia
2. Contact Attempted
3. Consultation Booked
4. Consultation Attended
5. Interested in Offer (1/2/3 Areas)
6. Offer Sent (5+1 Free / 9+3 Free)
7. Follow-up & Objections
8. Closed – Package Sold
9. Closed – Not Interested / Not Now

Here’s an optimized Eximia Sales & Booking Pipeline, designed to reflect actual buyer behavior and maximize conversion:

---

Eximia Fat Loss & Body Contouring Pipeline

Goal: Book clients for trials or consultations, close multi-session packages (e.g., 5+1 free, 9+3 free), and upsell to other treatments if needed.

1. New Lead – Eximia Inquiry

Lead enters from Instagram, website, WhatsApp, walk-in, or referral.

Tag source + body concern (belly, legs, arms, full body).

2. Contact Attempted

Call/WhatsApp/email sent to invite for free consultation or trial session.

3. Engaged & Interested

They replied and showed interest. Ask questions to understand goals, area of concern, and availability.

4. Consultation Booked / Trial Session Booked

A date/time is locked. Confirm booking via WhatsApp. Send reminders 1 day and 2 hours before.

5. Consultation Done / Trial Session Completed

They showed up. You did the scan, measurements, and possibly gave a first session.

Optional: Take before photo here for client transformation.

6. Offer Sent – Packages (5+1 / 9+3)

Client receives tailored package offer (area-based, with pricing and bonus session options).

7. Follow-Up & Objections

Client is thinking. Use this stage for price concerns, schedule issues, or other hesitations.

8. In Negotiation / Payment Plan

They want to start but are deciding on package or payment schedule.

9. Closed – Eximia Package Sold

Client paid and will start treatment plan. Tag session type (1 area, 2 areas, full body).

10. Closed – Not Interested / No Show

They cancelled, ghosted, or declined the offer. Tag reason (price, results doubt, competitor).

Automation & Tracking Suggestions

• Integrate booking tools (e.g., Calendly, CRM Calendar) to automatically move from “Engaged” to “Booked.”
• Use WhatsApp automation to trigger reminders and reduce no-show rate.
• Track conversion rate per staff member at “Consultation Done” → “Package Sold.”

Tags to Use:

• “3–7 cm loss promise”
• “Before/After pictures taken”
• “Belly area / Leg focus / Arms”
• “Client from EMS / Cross-sell from Miha”
• “High spender / discount asked”

Updated Eximia Body Contouring – Sales Pipeline

Status: OPEN

1. New Lead – Eximia Inquiry
2. Contact Attempted
3. Engaged & Interested
4. Consultation or Trial Booked
5. Consultation/Trial Completed
6. Offer Sent – Package Options (1 Area, 2 Areas, Full Body)
7. Follow-Up & Objections
8. In Negotiation / Payment Plan

Status: WON

9. Eximia Package Sold – Payment Received
   → Client bought 1, 5+1, or 9+3 sessions.

Status: LOST

10. Closed – Not Interested / Declined Offer
    → Said no after consultation or offer discussion.

Status: ABANDON

11. Closed – No Show / No Reply / Unreachable
    → Never showed up, ghosted, or contact invalid.

#3. EMS Club Training Memberships (In-Studio Service Pipeline)

Goal: Book free trials, convert to weekly memberships.

Pipeline Stages:

1. New Lead – EMS
2. Contact Attempted
3. Trial Booked
4. Trial Attended
5. Wants to Join (Goal Identified)
6. Offer Sent (1x/week or 2x/week)
7. Negotiation / Price Concern
8. Closed – Membership Sold
9. Closed – Not Joining

#4. Franchise & Business Inquiries (B2B Pipeline)

Goal: Recruit distributors, franchisees, or business partners.

Pipeline Stages:

1. New B2B Lead – Franchise Inquiry
2. Intro Call / Discovery Call Scheduled
3. Call Completed
4. Interested – Business Goals Aligned
5. Investment Proposal Shared
6. Follow-up / Legal Docs / Due Diligence
7. Negotiation
8. Closed – Partner Onboarded
9. Closed – Not Moving Forward

Best CRM Setup Tips:

• Use Lead Source Tags: (Instagram, WhatsApp, Website Form, Ads)
• Automate WhatsApp/Email Messages per pipeline
• Assign Sales Reps per pipeline for ownership
• Use Color-Coding to keep visual clarity
• Set Reminders/Tasks at each pipeline stage

Optimized BODY TIME X CRM Pipeline Setup: Kanban Layout with Automation for iBody, Eximia, EMS & Franchise Leads

STEP 1: Create 4 Separate Pipelines in BTX (BODY TIME X)

Pipeline 1: iBody Smart EMS System

• New Lead – iBody Inquiry
• Contact Attempted
• Interested & Asking Questions
• Qualified Buyer
• Product Demo/Video Sent
• Offer Shared
• Follow-Up / Objections
• In Negotiation
• Closed – Sold
• Closed – Not Now

Automation Suggestions:

• Trigger WhatsApp automation when moved to “Qualified Buyer”
• Email iBody brochure + demo video when moved to “Product Demo Sent”
• Follow-up sequence for “Follow-Up / Objections”

Pipeline 2: Eximia Fat Reduction (In-Studio Service)

• New Lead – Eximia
• Contacted
• Consultation Booked
• Consultation Attended
• Interested in Offer (1/2/3 Areas)
• Offer Sent (Package Options)
• In Follow-Up / Considering
• Closed – Package Bought
• Closed – Not Interested

Automation Suggestions:

• Auto-reminder WhatsApp the day before consultation
• Email/WhatsApp post-consultation recap
• Trigger nurture campaign if no answer in 3 days

Pipeline 3: EMS Memberships (In-Studio Training)

• New Lead – EMS
• Contact Attempted
• Trial Booked
• Trial Attended
• Wants to Join
• Offer Sent (1x or 2x per week)
• Follow-Up / Objections
• Closed – Membership Sold
• Closed – Not Interested

Automation Suggestions:

• Trial reminder (WhatsApp/SMS) 24 hours before
• After “Trial Attended,” auto-send a thank you + membership options
• Nurture emails for non-joiners every 7 days

Pipeline 4: Franchise / B2B Inquiries

• New B2B Lead
• Discovery Call Booked
• Call Attended
• Serious / Business Fit
• Proposal Shared
• In Review / Negotiation
• Closed – Signed
• Closed – Not Moving Forward

Automation Suggestions:

• Auto-send PDF proposal once moved to “Proposal Shared”
• Task reminder to follow up every 3 days during “Negotiation”
• Trigger onboarding automation if “Closed – Signed”

STEP 2: Tag & Categorize Leads

• Use tags like iBody-lead, Eximia, EMS-club, Franchise for sorting
• Create custom fields to track goal (weight loss, pain, business, etc.)
• Add lead source (Instagram, WhatsApp, Website, Walk-in, Referral)

STEP 3: Visual Dashboard & Reporting

Use custom dashboards inside BTX to:

• Track pipeline conversion per product
• Measure sales rep performance per stage
• Identify drop-off points (e.g., many stuck in “Offer Sent”)

Follow-Up Message Templates for Each CRM Pipeline Stage

1. iBody Smart EMS System – Follow-Up Messages

Stage: Contact Attempted

WhatsApp:
“Hi [Name], this is [Your Name] from BODY TIME. You showed interest in iBody—the world’s smartest EMS training system from Germany. Is this a good time to connect?”

Stage: Interested & Asking Questions

Email:
“Thanks for your interest in iBody! This revolutionary 10-minute-per-week home system can help you lose weight, tone up, and relieve back pain—all at once. I’ll send you a quick demo video next!”

Stage: Product Demo Sent

WhatsApp:
“Hi [Name], I’ve just shared the iBody demo video. Let me know your first impression—most people are amazed how powerful it is in just 10 minutes a week!”

Stage: Offer Sent

Email:
“I’ve shared all the pricing and benefits of owning the iBody system. Ready to make a smart investment in your health? I’m here if you need help with payment options or financing.”

Stage: Follow-Up / Objections

WhatsApp:
“Still thinking about it? I understand—iBody is not a small decision, but it’s a life-changing one. Want to hop on a quick call to go over your questions?”

2. Eximia Fat Reduction – Follow-Up Messages

Stage: Consultation Booked

SMS Reminder (24h before):
“Hi [Name], this is a friendly reminder of your Eximia consultation tomorrow at BODY TIME. Get ready to shed 3-7cm in your first session!”

Stage: Consultation Attended

WhatsApp:
“Hi [Name], it was great seeing you today! As discussed, our 5+1 or 9+3 session packages are perfect to sculpt your body fast. Would you like me to reserve a spot for you?”

Stage: Offer Sent

Email:
“Here are your Eximia package options. Many clients go with the 9+3 offer to target belly, legs, and arms together. Let me know if you’d like to start with one area or more.”

Stage: In Follow-Up / Considering

WhatsApp (after 2–3 days):
“Just checking in—ready to say goodbye to stubborn fat? Our next appointment slot is filling fast. Want me to pencil you in?”

3. EMS Memberships – Follow-Up Messages

Stage: Trial Booked

SMS Reminder (1 day before):
“Hi [Name], your EMS trial session is confirmed for [Date/Time] at BODY TIME. You’re going to love how powerful 20 minutes can be!”

Stage: Trial Attended

WhatsApp:
“Great job today! You just activated 650 muscles in 20 minutes—without sweating. Ready to train weekly and see real transformation?”

Stage: Offer Sent

Email:
“Here are your membership options. 1x or 2x per week—your body, your results. Let me know if you’d like to book your first official session.”

Stage: Follow-Up / Objections

WhatsApp:
“Still deciding? EMS is the fastest way to train if you’re short on time and want results without injuries. Let’s find a plan that fits your goals.”

4. Franchise & B2B Inquiries – Follow-Up Messages

Stage: Discovery Call Booked

WhatsApp:
“Hi [Name], looking forward to our call about the BODY TIME franchise opportunity. You’ll get everything you need to scale your business with EMS & iBody.”

Stage: Proposal Shared

Email:
“Attached is your full franchise/business proposal. If you have any questions or want to explore flexible entry options, I’m happy to walk you through.”

Stage: In Review / Negotiation

WhatsApp:
“I know this is a big decision, and we want to support your journey. When you’re ready, let’s move forward and make BODY TIME part of your legacy.”

Stage: Closed – Signed

Email:
“Welcome to the BODY TIME family! You’re now part of a global movement changing lives with EMS and smart health solutions. Let’s get started!”

Automation workflow map

PART 1: iBODY SMART EMS SYSTEM WORKFLOW

Trigger: Tag added: iBody-Lead

Workflow: “iBody Sales Funnel”

1. Wait 5 min
   → Action: Send WhatsApp message:
   “Hi [Name], this is [Rep Name] from BODY TIME. You showed interest in iBody—the world’s smartest EMS training system from Germany. Is now a good time to connect?”
2. Wait 12 hours (no reply)
   → Send SMS + Email:
   “Discover how iBody helps you burn fat, build muscle & relieve pain in 10 minutes a week. Here’s your demo video: [Link]”
3. If clicked demo link, wait 1 day
   → Send WhatsApp:
   “How did you like the iBody demo? Ready to learn more about how it can transform your health from home?”
4. Wait 2 days
   → Email pricing PDF + testimonial video
   → Tag: iBody Offer Sent
5. If no activity after 3 days
   → Send WhatsApp reminder
   “Still thinking about it? Let me know if you’d like to discuss flexible payment options or see a case study.”

PART 2: EXIMIA BODY SHAPING WORKFLOW

Trigger: Tag added: Eximia-Lead

Workflow: “Eximia Sales & Consultation”

1. Send WhatsApp instantly:
   “Hi [Name], thanks for your interest in Eximia! Would you like to book your free consultation to see how we remove 3–7 cm instantly?”
2. When appointment booked (via Calendly or BTX form):
   → Send SMS reminder 24 hours before
3. Trigger: Appointment marked as “Showed Up”
   → Send WhatsApp follow-up:
   “Great seeing you today! Would you like to proceed with 1, 2, or 3 area package?”
4. Wait 1 day
   → Send offer email with pricing chart
   → Tag: Eximia Offer Sent
5. If no reply 2 days later:
   → Send WhatsApp:
   “Just checking in—want me to reserve your discount for the 5+1 or 9+3 session deal?”

PART 3: EMS MEMBERSHIP WORKFLOW

Trigger: Tag added: EMS-Lead

Workflow: “EMS Club Trial to Membership”

1. Send WhatsApp:
   “Hi [Name], let’s get you started with your free 20-minute EMS trial at BODY TIME. When is a good time for you?”
2. Trigger: Appointment booked
   → SMS 24-hour reminder
3. Trigger: Appointment completed
   → Send WhatsApp:
   “Great work today! Ready to continue with 1x/week or 2x/week EMS for faster results?”
4. Send Email:
   “Thank you for visiting BODY TIME! Attached are our EMS membership plans. Let us know which suits you best.”
5. Wait 3 days, no activity
   → Send WhatsApp:
   “Still considering? EMS saves you hours per week—let me help you pick a plan that fits your lifestyle.”

PART 4: FRANCHISE & B2B WORKFLOW

Trigger: Tag added: Franchise-Lead

Workflow: “Franchise Inquiry Automation”

1. Send WhatsApp:
   “Hi [Name], thank you for your interest in becoming a BODY TIME franchise or iBody distributor. When are you available for a quick call to explore the opportunity?”
2. Trigger: Call booked & completed
   → Send email with PDF Proposal
   → Tag: Proposal Sent
3. Wait 2 days
   → Send WhatsApp:
   “Let me know your thoughts on the proposal. I’d be happy to answer questions or customize your entry level.”
4. Wait 5 days
   → Send follow-up email with success stories/testimonials
   → Assign task to sales rep: Follow up personally
5. Trigger: Closed – Signed
   → Send Welcome Email
   → Trigger onboarding sequence

Tips for Setup in BTX:

• Use custom values for [Name], [Rep Name], [Link] for personalization
• Use tags to trigger workflows (e.g., iBody-Lead, Offer Sent, Demo Viewed)
• Use email templates + WhatsApp templates saved in BTX Library
• Assign sales tasks at each key follow-up point
• Build reporting dashboards for conversion by pipeline

Related Article

Standard Operating Procedure (SOP) CRM Lead Management