First-timer & member-care operations

Every first-timer should have a clear next step.

Rooted gives your church one system to capture visitors, assign ownership, guide follow-up, spot people slipping through the cracks, and understand whether they are actually becoming connected.

Rooted church follow-up dashboard
One church or many branchesBuilt around real follow-up workflowsRole-based accountabilityWorks with your existing intake process

The real problem

Care becomes hard to coordinate as your church grows.

Once responsibility is spread across forms, WhatsApp chats, spreadsheets, volunteers, and multiple leaders, good intentions stop being enough.

01

Who needs follow-up today?

02

Who owns each first-timer?

03

Who is beginning to disengage?

04

Which teams or branches need intervention?

Rooted turns those questions into a daily operating system — not another spreadsheet to maintain.

From first visit to real connection

One journey. Clear ownership at every step.

Rooted coordinates the work that happens after someone first walks through the door.

Current stage

Capture every first-timer.

Bring new people into Rooted from forms, imports, and the intake processes your church already uses.

Google Form

Connected source

Synced

CSV upload

New visitor batch

Ready

Manual entry

Welcome desk

Available

Illustrative product view

Built around the people doing the work

Rooted answers a different question for every role.

For follow-up assistants

Know exactly what to do today.

Instead of scanning a long visitor list, each assistant gets a focused workspace showing who needs attention, why they need it, and the next action to take.

Prioritised daily queue
Context before every conversation
Simple outcome capture

Follow-up Assistant view

What needs attention now

First calls

4

Follow-ups

7

Overdue

2

Next action is visible, not buried.

Rooted turns operational data into a clear decision for the person using it.

Illustrative sample data

The operating layer

The promise is accountability. These are the systems underneath it.

Smart assignment

Distribute first-timers according to capacity, availability, and the rules your church chooses.

Needs Attention

Surface people who have gone too long without meaningful contact or need intervention.

Today workspace

Turn a large visitor list into a small, ordered queue of what needs to happen next.

Workflows

Automate recurring operational steps so the process does not depend on memory.

Leadership reporting

See progress, risk, workload, and activity across teams and branches.

Roles and scope

Give each role the visibility and responsibility appropriate to them.

Built for scale

One branch or many. Keep the operating model consistent.

Teams work within their local branch while leaders retain visibility across the wider church without everyone seeing or managing everything.

Branch-level assignment and workload controls
Scoped dashboards and reporting
Roles and permissions across the organisation

Ikeja — 8 need attention

Lekki — follow-up healthy

Yaba — 3 unassigned

Illustrative sample data

Make follow-up operational

Build a follow-up system that does not depend on people remembering.

Give every first-timer an owner, every follow-up assistant a clear next action, and every leader visibility into where the process needs attention.