New member onboarding at a gym involves entering signup details, chasing waiver signatures, scheduling orientation, activating billing, and following up during the first week.
An automated version captures signup details once, routes the waiver and chases signatures automatically, books orientation, activates billing, and enrolls the member in an engagement sequence. It also flags low-attendance members early so staff can intervene before a cancellation happens.
The full workflow, from trigger to completion.
A new member record created starts the workflow instantly.
The welcome email with an e-signature waiver link is sent the moment the member is created.
If the waiver is unsigned after 24 hours, a task is assigned to front desk staff to call the member.
The automation books the next open orientation slot and prepares the billing setup once the waiver is signed.
Recurring billing is activated and the member is added engagement drip automatically.
The automation reviews check-in and attendance data after week one and identifies members trending toward churn.
At-risk members are posted to the staff channel with a suggested outreach note.
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