{"product_id":"yoga-studio-crm-and-sales-tracker-prospect-to-member-pipeline-for-studio-owners-excel-and-google-sheets","title":"Yoga Studio CRM and Sales Tracker | Prospect-to-Member Pipeline for Studio Owners | Excel and Google Sheets","description":"\u003cp\u003e\u003cstrong\u003eYou'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.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eYoga 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.\u003c\/p\u003e\u003cp\u003e---\u003c\/p\u003e\u003cp\u003e**Sound familiar?**\u003c\/p\u003e\u003cp\u003eSomeone walks in on a Tuesday, loves the class, signs up for your intro offer — and then you never hear from them again.\u003c\/p\u003e\u003cp\u003eNot because they didn't like it. Not because they couldn't afford it.\u003c\/p\u003e\u003cp\u003eBecause 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.\u003c\/p\u003e\u003cp\u003eAgain.\u003c\/p\u003e\u003cp\u003eThis 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.\u003c\/p\u003e\u003cp\u003e**Studio Pipeline Pro closes that gap.**\u003c\/p\u003e\u003cp\u003e---\u003c\/p\u003e\u003cp\u003e**What This Template Does**\u003c\/p\u003e\u003cp\u003eStudio 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.\u003c\/p\u003e\u003cp\u003eHere's how it works in your world:\u003c\/p\u003e\u003cp\u003e**🧘 Prospect Entry and Discovery Tracking**\u003cbr\u003eThe 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.\u003c\/p\u003e\u003cp\u003e**📋 Pipeline Stage Management**\u003cbr\u003eEvery 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.\u003c\/p\u003e\u003cp\u003e**📅 Follow-Up Due Date Alerts**\u003cbr\u003eThe 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.\u003c\/p\u003e\u003cp\u003e**💳 Intro Offer and Class Pass Tracking**\u003cbr\u003eTrack 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.\u003c\/p\u003e\u003cp\u003e**📈 Membership Conversion Dashboard**\u003cbr\u003eThe 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.\u003c\/p\u003e\u003cp\u003e**🔄 Upsell and Renewal Tracking**\u003cbr\u003eExisting 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.\u003c\/p\u003e\u003cp\u003e**👩‍💼 Multi-Instructor Studio Ready**\u003cbr\u003eBuilt 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.\u003c\/p\u003e\u003cp\u003e---\u003c\/p\u003e\u003cp\u003e**What You Get**\u003c\/p\u003e\u003cp\u003e- Prospect intake and pipeline tracker (Excel and Google Sheets compatible)\u003cbr\u003e- Stage-by-stage funnel view with conditional formatting highlights\u003cbr\u003e- Follow-up due date flagging system\u003cbr\u003e- Intro offer usage and expiry tracker\u003cbr\u003e- Membership conversion rate dashboard\u003cbr\u003e- Renewal and lapse alert section\u003cbr\u003e- Class pass upsell log\u003cbr\u003e- Referral source tracker\u003cbr\u003e- Clean, professional layout your front desk will actually use\u003cbr\u003e- Instant digital download — set up in under an hour\u003c\/p\u003e\u003cp\u003e---\u003c\/p\u003e\u003cp\u003e**Who This Is For**\u003c\/p\u003e\u003cp\u003eThis 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.\u003c\/p\u003e\u003cp\u003eIt works equally well whether you're a solo owner wearing every hat, or a studio manager leading a small front-of-house team.\u003c\/p\u003e\u003cp\u003e---\u003c\/p\u003e\u003cp\u003e**License and Use**\u003c\/p\u003e\u003cp\u003eThis 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.\u003c\/p\u003e\u003cp\u003e---\u003c\/p\u003e\u003cp\u003e**How to Get Started**\u003c\/p\u003e\u003cp\u003e1. Purchase and download instantly\u003cbr\u003e2. Open in Excel or Google Sheets (no macros required — fully compatible with both)\u003cbr\u003e3. Enter your first week of prospects\u003cbr\u003e4. Watch your front desk stop guessing and start converting\u003c\/p\u003e\u003cp\u003e---\u003c\/p\u003e\u003cp\u003eYour drop-ins aren't leaving because your studio isn't good enough. They're leaving because nobody had a system to bring them back.\u003c\/p\u003e\u003cp\u003eNow you do.\u003c\/p\u003e\u003cp\u003e**→ Add to cart and download instantly.**\u003c\/p\u003e\u003cp\u003e*Questions? Message @bizgrid_co — we respond fast.*\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePerfect for:\u003c\/strong\u003e Yoga studio owner or studio manager running 3–8 instructors with intro offer funnels, class pass upsells, and monthly membership renewals\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhy now:\u003c\/strong\u003e 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\u003c\/p\u003e\u003chr\u003e\u003cp\u003e\u003cstrong\u003e✓ Instant digital download\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e✓ Works with Microsoft Excel (Mac \u0026amp; PC) and Google Sheets\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e✓ No technical skills required\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e✓ Formulas and calculations already built in\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e📋 LICENSE:\u003c\/strong\u003e Personal and single-business use only. This template may not be resold, redistributed, or used to create derivative products for sale.\u003c\/p\u003e","brand":"BizGridCo","offers":[{"title":"Default Title","offer_id":52572266299672,"sku":null,"price":24.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0980\/7134\/7480\/files\/yoga-studio-crm-and-sales-tracker-prospect-to-member-pipeline-for-studio-owners-excel-and-google-sheets-5405753.jpg?v=1787795713","url":"https:\/\/bizgridco.com\/products\/yoga-studio-crm-and-sales-tracker-prospect-to-member-pipeline-for-studio-owners-excel-and-google-sheets","provider":"BizGridCo.","version":"1.0","type":"link"}