Northern Baptist ChurchChurch OS
⌘K

Guest pipeline

Nobody should visit twice without someone reaching out.

New Visitor

1

The Ferreira Family

1 visit · first Sep 13

Assign follow-up owner

Unassigned

Follow-Up Needed

1

Aisha Bello

1 visit · first Sep 13

Send welcome email

Unassigned

Contacted

0

Empty

Second Visit

1

Michael Chen

2 visits · first Sep 6

Call and invite to Connection Breakfast

Grace Okafor

Group Interest

1

Priya Raman

3 visits · first Aug 30

Introduce to Riverside Small Group

Dana Whitfield

Membership Interest

1

Curtis Hall

4 visits · first Aug 16

Register for October membership class

Pastor Ryan

Follow-up detail

GuestAssignedLast contactFamily
Michael ChenGrace OkaforNo contact yetSingle
The Ferreira FamilyUnassignedNo contact yet2 adults · 3 children
Priya RamanDana WhitfieldSep 9Married
Curtis HallPastor RyanSep 10Married · 1 child
Aisha BelloUnassignedNo contact yet2 teens

Guest follow-up workflow

Active
SundayGuest checks in or submits Plan My Visit
Monday 8 AMAssign follow-up owner by ministry interest
Monday 9 AMSend welcome email from the pastor
ThursdayCreate staff follow-up task if no contact logged
After 2nd visitInvite to the next connection event
After 4 visitsRecommend the membership class

Trigger → condition → action · editable by administrators