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    Fitness & Wellness automation

    Post-Cancellation Exit Survey Automation

    A done-for-you fitness and wellness automation built for the Retention Specialist, connecting Jotform and Google Sheets so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. Members who cancel automatically receive a short survey asking why, with the responses feeding directly into a report management uses to improve retention, instead of a cancellation simply closing out with no insight into what actually drove the decision.

    2. The retention specialist can spot real patterns, a specific class getting cut, a pricing complaint that keeps coming up, that a handful of individual cancellations would never reveal on their own, and those patterns turn into concrete fixes instead of the same churn reasons quietly repeating month after month unnoticed.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Left to a person, this means a retention specialist re-enters the same data more than once, double-checks it by hand, and still occasionally misses something.

    With this automation

    • Review requests timed to the moment the job is done
    • Instant manager alerts when a customer reports a problem
    • Alerts when a new review needs a response
    • Survey and NPS results that reach the people who can act