New Lead Trial Offer Welcome Sequence
A done-for-you fitness and wellness automation built for the Sales Coordinator, connecting Twilio, Mailchimp, and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
Anyone who signs up for a trial on the website automatically receives a welcome sequence with the class schedule, what to bring, and a reminder before their first visit, instead of the sales coordinator manually emailing each new trial signup the same basic information one at a time.
Trial members show up to their first visit already knowing what to expect instead of arriving unsure and self-conscious, and conversion from trial to paid membership improves once the entire first-visit experience feels prepared rather than improvised.
- Studio management software (e.g., Mindbody or Pike13)
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- Twilio (SMS reminders)
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 sales coordinator spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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