Example workflow
A free intro class offer at a two-coach strength studio
Someone taps a Facebook ad for a free intro class on a Wednesday evening. Here is how the studio turns that tap into a member.
1. Prospect created
The lead ad creates the prospect with the campaign name. Call Connect rings the coach on duty and dials them.
2. Intro class booked
The coach books Saturday's intro class in the studio calendar. A reminder text with parking details goes out Friday evening.
3. Offer sent
When the session ends, a Calendar Trigger texts a first-month offer and creates a Workflow Note to call on Monday.
4. Member signed up
The prospect becomes a member. A recurring monthly invoice starts, with a Stripe link to pay online.
5. Drop-off spotted
Six weeks in, the last-visit date is ten days old. A coach gets a reminder to check in and a friendly text goes out.
6. Review requested
At three months, a text asks the member for a Google review with a direct link.
Coaches stay on the floor. Follow-ups, billing and check-ins happen in the background.




