Annual Health Screening Referral Reminder
A done-for-you fitness and wellness automation built for the Wellness Director, connecting Mailchimp and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
Members due for a routine annual health screening automatically receive a referral reminder pointing them to a partnered health provider, instead of the wellness director's outreach depending entirely on remembering which members are due and when.
Members appreciate a wellness-minded reminder that goes beyond just fitness, and a partnership referral program like this deepens the relationship between the studio and its health provider partners while genuinely helping members stay on top of care they might otherwise put off indefinitely.
- Gym management software (e.g., Mindbody or Glofox)
- Zapier or Make.com
- Mailchimp or ActiveCampaign
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a wellness director spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
Member Check-In & Retention Alert System
Each day, this automation flags any active member who hasn't checked in for 14 days, adds them to a win-back sequence that starts with a "we miss…
Membership Renewal Notification System
Seven days before a membership auto-renews, the member receives a clear email showing the exact charge amount and date, along with an easy upgrade…
Lapsed Member Win-Back Sequence
When an active member goes 2 full weeks without a check-in, this automation triggers a "come back" text with a genuinely useful incentive, a free…
Member Referral Reward Automation
Each member gets a unique referral link they can text or share directly, and when a referred friend signs up and completes their first month, both…
Progress Milestone Celebration System
As check-in data and workout logs come in, this automation watches for milestones, a 25th check-in, a 90-day attendance streak, a personal best on a…
Membership Renewal & Lapse Alert System
Members are automatically notified before their renewal date with a one-click renew option, and staff are automatically flagged the moment a…