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How to Create a New Prospect

Updated

 

A prospect is anyone who might join but hasn’t yet. Getting them into Kicksite is what turns a name on a sticky note into something your team can actually follow up on.

i Note: Consider not typing it at all. A Lead Capture Form or Landing Page lets people enter their own details from your website or a social post, and the prospect appears in Kicksite with the source already recorded. Manual entry is for phone calls and walk-ins.

The 20-second version

For someone standing at your desk, or on the phone.

    1. Click the Add New Profile icon in the left panel.

    2. Under Profile Type, click Prospect.

    3. Enter their Name, Email, and Phone Number. Toggle SMS on if they’ve agreed to receive texts.

    4.Click Add New.

    That’s a usable record. A name and one way to reach them is enough to follow up — get them in the system now and fill in the rest later.

    i Note: Only toggle SMS on if they’ve actually agreed. It’s a consent record, not a preference.

    Adding details to the Profile

    Click View Prospect in the green confirmation, or search their name.

    One field at a time — hover the field, click the pencil, type, then click outside to save.

    Several at once — click the kebab beside their name, then Edit. Change what you need and click Save. Faster when you’re working from a form someone filled in on paper.

    Worth adding early:

    • Source — how they found you. The single most useful field on a prospect, because it’s the only way to know which marketing is working.
    • Birthday — birthday messages, and it tells you which class they belong in.
    • Assignment — the employee who owns this lead. They’re notified.
    • Guardians — for a child, under Contacts.
    • Notes — what they said they wanted. “Wants Tuesdays, worried about contact” is worth more than a completed address field.

    Setting up the follow-up

    A prospect record with nothing scheduled against it is a name in a list. Before you close the profile:

    1. Start a trial if they’re ready — see How to Add a Trial Membership.
    2. Set the Priority — Hot, Warm, or Cold, on their card or profile.
    3. Book the next step — an appointment for a trial class, or a task to call them back. See How to Set Appointments and Tasks.

    Limitations

    • Name is the only required field.
    • A prospect can hold one active trial membership at a time.
    • Guardians on a prospect profile are fields, not separate profiles. Create a Contact if the parent needs their own record.
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