Objective: To ensure all trial members are receiving the exact same treatment and feel welcome from day 1 at Quantum.  Our ultimate goal is to convert every trial to a full time membership.

There are several steps that need to happen along the trial process.  All of this should be documented in the trello board.

  1. Call the parent to see what class their child is interested in attending & when they would like to start(add that info to trello card)
  2. Add name/address to new student post card and put in teachers cubby
  3. Send Prior to first day email 3-5 days before their first class
    1. It should be sent from office@quantumathletics.net email
    2. Click HERE for email word copy
  4. Add to active campaign Trial autoresponder AFTER first class has been completed  
    1. It also has an after 2nd class that will automatically send, try to catch it to remove the student if they miss their second class so it doesn’t send
  5. Week 3 Check in call if not converted yet
    1. See word copy HERE
  6.  If the trial converts change color to if it doesn’t convert change color to RED on the tracking sheet, GREEN is converted.

**BE SURE TO LEAVE NOTES ON TRELLO CARD AND TIME YOU CALL OR EMAIL A FAMILY WITH WHAT YOU TALKED ABOUT AND THE DATE**