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.
What this automation does, step by step
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.
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.
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 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
Often built alongside this one
Missed-Visit Win-Back Automation
A member who hasn't checked in for a defined number of days automatically receives a friendly re-engagement message, catching attrition before it…
App Login Inactivity Re-Engagement Nudge
Members who haven't logged into the booking app in a while automatically receive a re-engagement message highlighting new classes or features they…
Lapsed Policy Win-Back Campaign
When a policy lapses due to non-payment or non-renewal, this automation automatically enrolls the former client in a 90-day win-back sequence that…
Churn Risk Flag System
Every month, this automation compares each client's current email open rates, meeting attendance, and average response time against their trailing…
Weekly Review Aggregation Digest
A weekly summary pulling reviews from Google, Yelp, and TripAdvisor into a single digest is automatically compiled and sent to management, replacing…
Post-Purchase Review Request Automation
Five days after a Shopify or WooCommerce order shows as delivered, this automation automatically sends a review request through Klaviyo, timed so…