Gym Sales Daily Prioritization

Gym Sales Daily Prioritization

Purpose

Produce a ranked daily work list for gym sales staff from live Arbox tasks and leads, grouped by status category.

When to Use

• Morning standup or “what should I call first?”
• End-of-day pipeline review.
• After a marketing push when lead volume spikes.

When NOT to Use

• Manual lead creation (use gym-lead-ingestion-exceptions).
• Trial booking or measurements (use gym-member-onboarding-flow).

Expected Outcome

• Numbered call list with name, status, last touch, suggested action, and optional draft opener.
• Follow-up tasks created in Arbox when the rep confirms.

Workflow

1. Load status semantics via gym-arbox-status-playbook (GET /v3/statuses).

2. arbox_list_tasks (from_date/to_date = today) — open tasks due today or overdue.

3. arbox_list_leads — active pipeline; leadsInProcessReport via arbox_public_get on v3/reports/leadsInProcessReport when needed.

4. Group by status category using the tenant status table.

5. Apply default priority (adjust with owner if studio differs):

   1. Closing meetings today / overdue callbacks
   2. Fresh leads (<48h) and scheduled callbacks
   3. Due measurements before nutrition handoff
   4. Existing member touches only when on today's task list
   5. Catch-all / “other” only when explicitly assigned

6. Output numbered list; draft one-line opener in the owner's preferred language.

7. WhatsApp follow-ups: draft message text for the rep. Sending uses the agent's WhatsApp channel (Workforce → wacli session) — there is no whatsapp_* agent MCP tool, same as Telegram.

8. Create follow-up tasks via Arbox task APIs when confirmed.

Tool Availability Rules

Related tool sets

• arbox

Output Format

1. Today’s top 5–10 — ranked with rationale
2. Pipeline snapshot — counts by status
3. Draft openers — optional, non-destructive