The Onboarding Pipeline in FitMetrics is a visual dashboard that lets you and your team track where each client stands in your onboarding process. Instead of manually checking notes or scrolling through chats, this pipeline gives you a clear, stage-by-stage view for every new signup.
Each column is a stage, and each card is a client. You decide the stages — completely customizable.
For example, your stages might look like:
👉 New Client → Questionnaire Sent → Blood Test Appointment Booked → Homework Sent → Onboarded ✅
As clients move through your process, you simply drag and drop their card into the next stage. You’ll also see exactly how many days ago they entered that stage — super useful to spot bottlenecks or delays.
Why this matters:
It gives your whole team a single source of truth for onboarding.
It helps you prioritize follow-ups and keep momentum with new clients.
It removes the chaos of tracking stages across notes, spreadsheets, or memory.
💡 Even better: this pipeline can be personalized to fit your business, whether your onboarding is complex or simple.
So when someone signs up, your system doesn’t just start — it stays organized from day one.