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Automated Lead Scoring Implementation for HB Fit Plus Using Zoho CRM

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Client overview

HB Fit Plus is a premium fitness and wellness center offering a range of services including personalized training, nutrition coaching, group workouts, and corporate wellness programs. With a strong presence in both digital and offline channels, the brand attracts a diverse audience seeking lifestyle transformation. However, with growing interest and inquiries, the management team faced challenges in categorizing and prioritizing leads. The fitness center aimed to strengthen their lead management system to ensure quicker follow-ups, higher engagement, and seamless onboarding of potential members.

Challenges

HB Fit Plus received large volumes of inquiries through its website, social media, walk-ins, and referral sources. However, without structured lead qualification, the team struggled to identify high-value prospects quickly and efficiently.

Unfiltered Queries - Leads lacked predefined qualification criteria.

Low Conversion Focus - Team followed random lead priority.

Inefficient Follow-ups - Delayed outreach reduced conversions.

No Lead Visibility - Engagement patterns remained unclear.

Ineffective Resource Allocation - Staff spent time on cold leads.

Absence of Analytics - No insight into lead quality.

Solution

Codelattice, a Zoho CRM partner in india, designed automated lead scoring models in Zoho CRM to help HB Fit Plus prioritize high-potential leads, improve follow-up speed, and align marketing campaigns with membership sales teams.

Lead source mapping

Assigned points for referrals, website, and inbound campaigns. Improved qualification by tracking acquisition channel performance.

Intent-based scoring

Enabled smooth Zoho Books CRM integration for billing insights. Linked payment intent to lead quality and potential value.

CRM integration optimization

Automated reminders triggered for every meeting or site visit. Personal dashboards created for each sales agent.

Automated categorization

Segmented leads into Hot, Warm, or Cold categories. Triggered relevant workflows based on engagement levels.

Real-time notifications

Membership team alerted instantly on Hot leads. Reduced delay between inquiry and response.

Performance dashboards

Weekly reports tracked lead trends and rankings. Helped team re-evaluate campaign performance.

Membership engagement insights

Tracked trial visits, call responsiveness, and email opens. Highlighted motivated leads ready for enrollment.

Streamlined follow-ups

Reduced manual work using automated reminders. Focused sales efforts on strategic, high-intent prospects.

Optimized work efficiency

Staff productivity increased through smarter prioritization. Eliminated time loss on non-converting leads.

Results

The automated lead scoring system significantly enhanced productivity, improved follow-up speed, and increased enrollment success across multiple membership programs.

Achieved 40% increase in trial-to-membership conversion rates in three months

Reduced low-potential lead handling time by 45% through automated prioritization

Follow-up response time improved by 35% with instant lead alerts

50% more Hot leads identified using scoring rules and segmentation

Call success rates improved by 28% due to better timing and priority

60% higher engagement from website leads with targeted nurturing workflows.

33% growth in premium package enrollments from high-scoring leads

25% improvement in marketing-to-sales alignment using Zoho CRM dashboards.

70% increase in staff efficiency due to optimized follow-up planning

Client feedback

The automated lead scoring solution implemented by Codelattice has helped HB Fit Plus gain better visibility into prospect behavior, improve follow-up accuracy, and streamline membership handling. With structured segmentation, instant notifications, and unified dashboards, team can now prioritize high-intent leads and respond faster. The improved workflow has strengthened coordination across departments and enhanced the overall efficiency of lead management process.

Conclusion

With the strategic support of Codelattice, HB Fit Plus successfully transformed its lead management approach using Zoho CRM’s automated lead scoring capabilities. The solution helped the fitness brand identify high-value prospects faster, reduce manual workloads, and improve collaboration between marketing and membership teams.

This transition highlights how Zoho CRM consultants and the best Zoho implementation partner in India, Codelattice, can help organizations unlock higher efficiency with automation. HB Fit Plus now stands equipped with data-driven insights, strategic lead segmentation, and an optimized conversion process, paving the way for scalable growth and improved customer experiences.

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