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Pre-made Automations

Pre-made Automations

Updated over 4 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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