Unscheduled Lead
- Day 1 Call Task
- Day 3 Email (A)
- Day 5 Text Task
- Day 7 Email (A)
- Day 10 Call Task
- Day 14 Email (A)
- Day 21 Email (A)
- Day 30 Email (A)
- Day 60 Email (A)
- Day 90 Email (A)
- Day 91 Unscheduled Lead Moved To Cooled Off
- Unscheduled Lead Moved To Booked
Booked:
- Email Waiver 24 hours prior to first booking (A)
- Booked Moved To No Show
- Booked Moved To Missed Sale
- Booked Moved To Cancelled
No Show:
- Day 1 Call Task
- Day 3 Text Task
- Day 5 Email (A)
- No Show Moved To Booked
- Day 7 No Show Moved To Cooled Off
Missed Sale:
- Day 1 Call Task
- Day 3 Text Task
- Day 7 Email (A)
- Day 14 Email (A)
- Day 21 Moved To Cooled Off
- Missed Sale Moved To Booked
Cancelled:
- Day 1 Call Task
- Day 3 Text Task
- Day 5 Email (A)
- Cancelled Moved To Booked
- Day 7 Cancelled Moved To Cooled Off
Not Interested: (when a negative/not interested call is logged by staff)
- All Lead Types Moved To Not Interested
Cooled Off:
- Cooled Off Moved To Booked
Member Flow Examples
Member Retention:
- New Member Day 1 Email (A)
- New Member Day 7 Email (A)
- New Member Day 14 Email (A)
- New Member Day 21 Email (A)
- New Member Day 30 Email (A)
- Class Attendance Add Leads
- Class Attendance Remove Leads
- Class Attendance Add Members
- Class Attendance Remove Members
- Class Attendance Add Inactive Members
- Class Attendance Remove Inactive Members
- Happy Birthday Email (A)
- No Show Fee
- Late Cancel Fee
- Class Count 50 Email (A)
- Class Count 100 Email (A)
- Class Count 250 Email (A)
(A) – Automated
Task – Manually Done by Staff
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: Can access setup
- Setup: Can access automation rules setup