Good First Actions for Your Sales Tree
Your first action is the spark that sets your entire sales process in motion. In a Sales Tree, your first action determines whether a lead moves forward (positive outcome) or starts slipping away (negative outcome). Choosing the right first action is critical for driving more students through your pipeline.
The Big 3 First Actions
Good first actions are all about engagement—getting in touch with the lead quickly and starting a real conversation. Typically, this will be one of these three methods:
Text Message (Preferred)
Fastest response time
Most convenient for leads
Feels personal, like texting a friend
Phone Call
Great for building immediate rapport
Higher effort and time commitment
Best used for hot leads or high-ticket programs
Email
Slowest response channel
Risk of going to spam or being ignored
Good as a backup, not your primary first action
Why Text Messages Win
Text messages are the most reliable first action because:
People check texts instantly, not hours later.
They take seconds to send, saving you time.
They keep the conversation casual and natural, increasing reply rates.
Email and phone calls still have a place, but for most martial arts schools, text should be the default starting point.
What If You Have Multiple First Actions?
Some schools have more than one entry point for leads (website form, Facebook ads, walk-ins, referrals). That’s okay—you can create:
Separate sales trees for each first action
Or a single tree with multiple branches at the top
The important thing is to be crystal clear about what your first action is for each type of lead, so you can define the outcomes and reactions that follow.
Example: A Clear First Action
Lead enters pipeline → Action: send immediate text message
Positive outcome: lead responds
Reaction: answer their question, schedule a trial
Negative outcome: no response
Reaction: follow-up text or call within 24 hours
This clarity allows you to automate where possible and stay consistent with your follow-up process.
Key Takeaway
Your first action sets the tone for everything that follows. Choose the fastest, most convenient channel—usually text—and make sure every lead gets the same consistent experience. If you have multiple lead sources, build a sales tree for each so nothing slips through the cracks.
When you nail the first action, you dramatically improve your booking rates, show-up rates, and overall student sign-ups.
