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Pre-made Automations
Updated over 2 months ago

There are a lot of pre-made Automations that allow you to seamlessly start the flow and edit if needed!

Featured Automations

Automation name

Trigger

How it works

Welcome Series

"New client added"

  • "Welcome to the studio" email sent

  • Time delay of 24 hours, then SMS to client welcoming the client and encouraging them to reach out with any questions

New member welcome

"Client purchases new pricing option"

  • Welcome to the community email sent

  • Time delay of 15 days, then email sent about referring friends

  • Time delay of 15 days, then SMS sent to check in with the client

Intro offer to Membership

"Client purchased a pricing option"

  • "Welcome to studio" email sent

  • Task created to "Prepare welcome note to new student"

  • Time delay of 3 days, then a "Hello from the founder/owner" email sent

  • Time delay of 5 days, then an upsell email for purchasing another pricing option (membership)

  • Time delay of 4 days, then a reminder email for purchasing the pricing option

  • Time delay of 5 days, then an email asking the client if they have questions and are interested in purchasing a membership!

Leave us a google review!

"Milestone reached", set to 1 Milestone (their first class!)

SMS sent to client to ask them to leave a review


Nurture

Automation name

Trigger

How it works

Welcome series

"New client added"

  • "Welcome to studio" email sent

  • 24 hour time delay, then SMS sent to client to welcome them

  • 24 hour time delay, then Intro Offer email sent to client

  • Time delay of 7 days, then a reminder email of the Intro offer special

  • Task created for team to reach out to the client

First visit follow up

"Client purchased a pricing option"

  • "Welcome to studio" email sent

  • Time delay of 5 days, then a "Hello from the founder/owner" email sent

  • Time delay of 4 days, then SMS sent to client to inform them of other services offered

  • Time delay of 4 days, then then Intro Offer email sent to client

  • Time delay of 5 days and additional reminder email sent

  • Time delay of 6 days, then task created to call client and check in

New member welcome

"Client purchased a pricing option"

  • "Welcome to the studio" email sent

  • Time delay of 15 days, then an email to show client your referral program

  • Time delay of 15 days, then SMS sent to check in with the client


Loyalty

Automation name

Trigger

How it works

Leave us a google review!

"Milestone reached", set to 1 Milestone (their first class!)

SMS sent to client to ask them to leave a review


Celebration

Automation name

Trigger

How it works

Milestone - 1st Class Attended (SMS)

"Checked into first class"

  • 24 hour delay after first class was taken, then SMS to client to thank them and ask if they need help booking their next class

  • Time delay 2 days, then email sent to client to check on how their first class was

  • Time delay 2 days, then SMs to client to check in and see if they have any questions

Milestone - 100 classes attended

"Milestone reached"

  • Task created for staff to get any gifts ready for the client meeting their 100th milestone

  • "Congratulations" email sent to client for reaching 100 milestones!

Milestone - 10th visit

"Milestone reached"

  • Email sent to client to let them know they're on a roll with taking classes!

Milestone - 25 classes

"Milestone reached"

  • Email sent to client to let them know they're on a roll with taking classes!

Milestone - 50 visits

"Milestone reached"

  • Email sent to client to let them know they're on a roll with taking classes!


Retention

Automation name

Trigger

How it works

We miss you

Coming soon!

Coming soon!

Cancelation flow

"Subscription canceled"

  • Time delay of 2 hours, then "We're sorry to see you go" email sent

  • 3 day delay, then task created for staff to call client

  • Time delay of 2 days, then follow up email to client to ask for feedback

Note: You can always use the pre-made Automations as a template and edit any details before sending!

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