Training Package Expiration Renewal Alert
A done-for-you fitness and wellness automation built for the Client Success Coordinator, connecting Mailchimp and Stripe so the work below happens on its own.
What this automation does, step by step
Clients nearing the end of a purchased personal training package automatically receive a renewal offer before their sessions run out, instead of the client success coordinator only realizing a package expired once the client stops showing up because they assumed training had simply ended.
Renewal offers timed to land a few sessions before the package runs dry catch the client while training is still an active part of their routine, converting far more renewals than an offer sent cold after weeks of no contact.
- Training app (e.g., Trainerize or TrueCoach)
- Zapier or Make.com
- Mailchimp or Klaviyo (email offer)
- Stripe (billing data)
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
Handled by hand, a client success coordinator spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. It's the kind of work that quietly eats hours every week.
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…