New Member Assessment Scheduling Prompt
A done-for-you fitness and wellness automation built for the Onboarding Coordinator, connecting Twilio so the work below happens on its own.
What this automation does, step by step
New members are automatically prompted within their first week to schedule an initial fitness assessment or consultation, increasing the odds they stick with their membership instead of paying for a gym they never quite figure out how to use.
The onboarding coordinator gets a list of new members who haven't yet scheduled their assessment past the first week, flagging them for a personal nudge, and members who complete an early assessment show meaningfully better long-term retention than members who join and are simply left to figure it out on their own.
- Gym management software (e.g., Mindbody or Glofox)
- Zapier or Make.com
- 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
Without automation, this falls entirely on an onboarding coordinator, who has to track every step by hand across emails, spreadsheets, and sticky notes. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
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