Max Gym (Panamá) — How the AI Agent moves leads through the pipeline
| Pipeline Stage | Bot Phase / Trigger | Bot Action | Tags Applied | Notes |
|---|---|---|---|---|
| New Lead Phase 0 |
Inbound DM (WhatsApp / IG) or walk-in | Bot starts — Intelligent Greeting (Branch A/B/C) | new-lead ia-qualifying source-* | Bot collects name, phone, email if missing. Identifies objective. |
| Tour / Visit Scheduled Phase 1–5 → Stop |
Lead completes Pasos 1–5 → accepts tour offer | Bot qualifies — Pasos 1–5 → STOPBOT_VISITA | ia-qualified meeting-scheduled -ia-qualifying | Bot books tour, creates calendar event, moves to Opportunity. Human follows up post-visit. |
| Prospect Human Stage |
Visit completed, lead interested | Human takes over | human-handover | Sales rep follows up, presents plans, handles objections, closes. |
| Member Signed Human Stage |
Agreement + first payment completed | WF 6: Celebration + Pixel | won onboarding-start -meeting-scheduled -ia-qualified | Workflow triggers onboarding sequence and conversion pixel. |
| Active Member Retention |
First 30 days engaged | Retention workflows start | 15-day-checkin 7-day-no-show churn-risk | Retention infrastructure: check-ins, no-show alerts, churn intervention. |
| Lost (Disqualified) Bot DQ |
DQ Types A–F triggered during qualification | Bot disqualifies — STOPBOT_DESCALIFICADO | ia-disqualified dq-budget-too-low dq-wrong-profile dq-no-decision-maker dq-out-of-range dq-already-committed dq-underage stop-bot | MAX 6 DQ types including underage (TIPO F). Tags are never removed. |
| Type | Condition | Tag |
|---|---|---|
| A | Presupuesto menor a B/. 50/mes firmemente | dq-budget-too-low |
| B | Vive/trabaja a más de 30 min de Costa del Este | dq-wrong-profile |
| C | Necesita aprobación de pareja y pareja no está interesada | dq-no-decision-maker |
| D | Busca algo que Max Gym no ofrece (piscina, canchas, etc.) | dq-out-of-range |
| E | Ya tiene membresía activa en otro gym + no quiere cambiar | dq-already-committed |
| F | Edad menor a 13 años (underage) | dq-underage |