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.