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Customer Lifecycle & Sales

Every customer follows a journey from first contact to (potentially) leaving the gym. The system tracks this as three statuses: Prospect, Member, and Former Member. Understanding this lifecycle is important for funnel analysis, retention reporting, and knowing which filters to apply when counting "active" members vs. all customers. The sales funnel — leads and campaigns — feeds the front of this journey.

Customer Lifecycle

Status Who They Are
PROSPECT Registered interest but no contract yet. Going through the sales funnel.
MEMBER Has at least one active contract. May briefly show during short gaps between contracts.
FORMER_MEMBER Previously had contracts, but all have ended.

Customer Origin

Origin Meaning
WEBCLIENT Created by staff in the back-office
MYSPORTS_APP Signed up via MySports mobile app
MYSPORTS_WEB Signed up via mysports.com
SALES_TOOL Created during in-person sales on a tablet
ONLINE_CHECKOUT_PAGE Signed up via the gym's Studio Pages
CONNECT_API Created via the public API
EXTERNAL Created via a partner integration
IMPORT-* Migrated from a previous system
UNKNOWN Origin undetermined (common for older records)

Customer origin (dim_customer.customer_origin) = when the person was first added. For how a contract was signed, use dim_contract_property.sales_source.

Sales & Leads

The sales funnel tracks how prospective customers move from initial interest to signing a contract. Leads can be actively managed through the Lead Management feature, or inferred retroactively from when a customer's first contract was created. Campaigns provide marketing attribution for both leads and vouchers.

Term Definition Table Analyst Notes
Lead A prospective customer tracked through the sales funnel. fct_lead_lifetime lead_source: LEAD_MANAGEMENT (tracked) vs FIRST_CONTRACT_FALLBACK (inferred from contract creation).
Campaign A marketing campaign linked to leads and vouchers for attribution. dim_campaign Join to fct_lead_lifetime.campaign_id or dim_contract_voucher_definition.campaign_id.

Lead Status

Status Meaning
PENDING Still in the sales funnel
WIN Converted to a member (signed a contract)
LOSS Did not convert. Only for Lead Management leads.