AXLE | Central

January 1, 2020 to June 30, 2020

Steps	Sales Funnel	Leads	Conversion Rate	Revenue
New Lead		101	--	$20,000
Contacted		183	90%	$18,000
Engaged		66	85%	$15,000
Trial Started		89	96%	$14,000
Trial Ended		121	97%	$11,000
Converted		64	94%	$20,000
Active Non-Member		54	--	--
Member		126	--	--
Suspended		142	--	--
Terminated		164	--	--

Recent Conversations

Jimmy Denis How are you ?

Chad Ok, Thanks !

John Doe Ready for the meeting today with...

Today's Appointments

Jimmy Denis Today, 11:30am

Chad Tomorrow, 11:45am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Talha 5/22/19, 10:30am

Chad (555) 556-9090 | E-Mail

Chad, this is Wendy at Bright Dental. Your next appointment is Thursday, June 20 at 9:30am. Please reply with 'C' to confirm. See you then!

Julie Lastra

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Monday, April 15, 2019 at 1:03pm

Chad

C

Thanks. Can I make an appointment for my wife as well?

Monday, April 15, 2019 at 1:03pm

Yes, we will just need her name, birthdate, and social security number. This conversation is being made secure for you to submit those three things.

You can now submit the information and this conversation will be private.

Monday, April 15, 2019 at 1:03pm

Chad

Ok, thanks. Her name is April Smith. Her dob is 7/31/69. Her social is 413-44-4444.

Monday, April 15, 2019 at 1:03pm

Chad Butler confirmed his appointment on August 1

Monday, April 15, 2019 at 1:03pm

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