Your onboarding pipeline in FitMetrics is more than just a visual board — it’s a powerful tool to manage your client flow and eliminate chaos.
Here are some best practices to get the most out of it:
✅ 1. Match Your Real Process
Your pipeline should reflect the actual steps you take with new clients.
If your process includes:
Sending a welcome email
Collecting a questionnaire
Booking a blood test
Delivering the plan
…then make each of those a stage. Don’t overcomplicate it.
🖌 2. Use Emojis & Colors for Clarity
Stage names like ✅ Onboarded or 🩸 Blood Test Booked help you scan the pipeline fast.
Colors can signal urgency (red = needs attention) or categories (green = complete).
👥 3. Assign Responsibility by Stage
Make it clear which team member is responsible for each stage.
For example:
“Questionnaire Sent” → Admin
“Blood Test Booked” → Coach
“Homework Received” → Coach
This prevents overlaps and missed steps.
🔁 4. Update Stages Weekly
Each week, move clients to the correct stage so you’re not chasing outdated info.
If a client’s been sitting in “Questionnaire Sent” for 10+ days, it’s time to follow up.
🔍 5. Use Smart Views with Stages
You can filter your onboarding board by Smart Views — for example:
Only see clients assigned to you
Only see clients who are Group Coaching
Only see clients who haven’t logged in for 30+ days
This keeps things focused and reduces noise.
📌 Final Tip: Keep It Lean
You don’t need 15 stages. Start with 4–7 key milestones and evolve over time.
The goal is clarity, not clutter.
When used right, onboarding stages turn chaos into clarity — helping you and your team deliver a world-class experience from day one.