Sales, Marketing & Retention Tools
Tools to attract leads, convert sign-ups, automate member communications, and re-engage lapsed members. Includes Smart Workflows, the Sales Funnel, and retention tools.
10 articles
Setting up and using the Sales FunnelTrack prospects from first enquiry to signed-up member, and automate follow-ups as they move through your funnel stages.
Spotting members at risk with the Smart Retention ToolSet up alerts that flag members who haven't visited recently, so your team can re-engage them before they cancel.
Setting up ReferralsReward members who refer friends and family, with rewards applied automatically when a referred member joins.
Nurturing leads with Smart WorkflowsUse the Prospect Nurture workflow to automatically follow up with new prospects and encourage them to join your gym.
Sending renewal reminders with Smart WorkflowsAutomatically remind members before their membership expires and follow up afterwards to encourage them to renew.
Winning back lapsed members with Smart WorkflowsAutomatically re-engage members who have stopped visiting, with a personalised sequence that prompts them to return.
Onboarding new members with Smart WorkflowsUse the Welcome Series workflow to automatically guide new members through their first two weeks with a sequence of timely emails.
Chasing overdue payments with Smart WorkflowsUse the Payment Chaser workflow to automatically send escalating reminders when a member's payment is missed or late.
Celebrating member milestones with Smart WorkflowsAutomatically recognise key member moments, using birthdays as an example, with guidance on setting up your own milestone workflows.
Smart Workflow templates: what's available and when to use themA guide to every Smart Workflows template in ClubRight and when to use each one to get the best results.