Yoga Studio CRM and Sales Tracker

You've got drop-ins showing up every week, but no real system to follow up — so most of them disappear after their intro offer expires.

Yoga studio CRM and sales tracker built to move prospects from their first discovery class to a committed monthly membership — no spreadsheet chaos, no missed follow-ups.

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**Sound familiar?**

Someone walks in on a Tuesday, loves the class, signs up for your intro offer — and then you never hear from them again.

Not because they didn't like it. Not because they couldn't afford it.

Because nobody followed up. Because the sticky note got lost. Because your front desk is managing check-ins, answering the phone, and selling class passes all at the same time — and "follow up with Sarah from Tuesday's flow class" just fell through the cracks.

Again.

This is the quiet leak in most yoga studios. Not the marketing. Not the programming. The gap between *interested* and *enrolled* — the 48-hour window after an intro class where a warm prospect either hears from you, or doesn't.

**Studio Pipeline Pro closes that gap.**

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**What This Template Does**

Studio Pipeline Pro is a structured CRM and sales pipeline tracker built specifically for yoga studios running intro offer funnels, class pass upsells, and monthly membership conversions. It lives in Excel or Google Sheets — no software subscriptions, no logins, no per-seat fees. Just open it, and start tracking.

Here's how it works in your world:

**🧘 Prospect Entry and Discovery Tracking**
The moment someone walks through your door for the first time, they get a row. Name, contact info, how they found you (Instagram, Google, a friend's referral), which class they attended, and what intro offer they took. You'll finally know which marketing channels are actually bringing warm bodies into the room — not just clicks.

**📋 Pipeline Stage Management**
Every prospect moves through clearly defined stages: New Lead → Intro Active → Follow-Up Due → Offer Extended → Converted → Lost. At a glance, your front desk or studio manager can see exactly where every single person stands — no mental load required, no digging through a notebook.

**📅 Follow-Up Due Date Alerts**
The template auto-flags anyone whose follow-up date has passed. No more "I meant to call her" moments. Your team opens the sheet each morning and sees exactly who needs a text, an email, or a personal check-in today. That's it. That's the system.

**💳 Intro Offer and Class Pass Tracking**
Track which intro offer each prospect is on, how many classes they've used, and when their offer expires. When you can see that a prospect has used 4 of their 5 intro classes and hasn't booked their conversion call yet — that's your cue. Studio Pipeline Pro makes that visible before the window closes.

**📈 Membership Conversion Dashboard**
The built-in summary dashboard shows your conversion rate from drop-in to membership, how many prospects are currently active in the funnel, how many have converted this month, and how many went cold. Real numbers. Real accountability. Real conversations with your team.

**🔄 Upsell and Renewal Tracking**
Existing members don't manage themselves. The template includes a renewal tracking section so you know whose membership is lapsing in the next 14 days — giving you time to reach out before they quietly cancel. It also tracks class pass upsell conversations so your front desk knows who's been offered what, and when.

**👩‍💼 Multi-Instructor Studio Ready**
Built for studios with 3–8 instructors. You can note which instructor a prospect connected with — because a warm handoff from their favorite teacher is often the single most effective conversion tool you have.

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**What You Get**

- Prospect intake and pipeline tracker (Excel and Google Sheets compatible)
- Stage-by-stage funnel view with conditional formatting highlights
- Follow-up due date flagging system
- Intro offer usage and expiry tracker
- Membership conversion rate dashboard
- Renewal and lapse alert section
- Class pass upsell log
- Referral source tracker
- Clean, professional layout your front desk will actually use
- Instant digital download — set up in under an hour

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**Who This Is For**

This template is built for the yoga studio owner or studio manager who is done running their sales process on gut instinct, group chats, and color-coded sticky notes. If you have a front desk, an intro offer, and a membership program — you have a sales funnel. Studio Pipeline Pro gives that funnel a structure your whole team can follow.

It works equally well whether you're a solo owner wearing every hat, or a studio manager leading a small front-of-house team.

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**License and Use**

This template is licensed for personal and single-business use. You're welcome to customize it completely for your studio — rename stages, add columns, adjust the dashboard to match your membership tiers. It's yours to make work for your specific funnel.

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**How to Get Started**

1. Purchase and download instantly
2. Open in Excel or Google Sheets (no macros required — fully compatible with both)
3. Enter your first week of prospects
4. Watch your front desk stop guessing and start converting

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Your drop-ins aren't leaving because your studio isn't good enough. They're leaving because nobody had a system to bring them back.

Now you do.

**→ Add to cart and download instantly.**

*Questions? Message @bizgrid_co — we respond fast.*

Perfect for: Yoga studio owner or studio manager running 3–8 instructors with intro offer funnels, class pass upsells, and monthly membership renewals

Why now: Post-pandemic studio revival has flooded front desks with intro-offer seekers who never convert; studios without a structured follow-up pipeline are leaving 40–60% of trial students walk out the door permanently — and rising rent makes every lost conversion existential

✓ Instant digital download
✓ Works with Microsoft Excel (Mac & PC) and Google Sheets
✓ No technical skills required
✓ Formulas and calculations already built in

📋 LICENSE: Personal and single-business use only. This template may not be resold, redistributed, or used to create derivative products for sale.