Setting Up Beyond a Trial Class - Membership Offer | Scribe

    Setting Up Beyond a Trial Class - Membership Offer

    • Support Wodify |
    • 14 steps |
    • 2 minutes
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    Before you begin: 1. Remember to refer to our [Best Practices Guide](https://scribehow.com/shared/Workflows_Best_Practices__vu27TN7dTkGbKuzfdMHtnQ?referrer=documents) for our suggestions when editing Workflows! 2. Watch this [video tour](https://wodify.hubs.vidyard.com/watch/Bmyz7XAFw8FCtZ5WZbyBfD?) of the Workflows Builder!
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    Log into Wodify and access the Workflow Builder.
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    You can find this workflow by: - Going to your Location Project - Wodify Bundles folder - Your industry folder type (Functional Fitness, Jiu Jitsu, Universal) - Lead Nurture folder - Recipes folder Click on the recipe called Beyond the Trial Class - Membership Offer
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    Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when a lead has successfully signed into the trial class (**Step 1**). The purpose of this recipe is to follow up with a lead post trial class to get the lead to purchase a membership. As always, **Step 2** shows the error monitoring. As a reminder, when an error occurs, the workflow will stop, and you will get an email that details the errors. If you cannot troubleshoot on your own, forward the email to [email protected]
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    After the lead has been signed into the class, we are going to wait one day (**Step 4**) and then check to see if they have been converted to a client (**Step 5**). If the lead has become a client or has booked a second free class in accordance to your free trial settings, we will stop the workflow (**Steps 6 &7**). If the lead has not been converted and has not booked a second class we will move on in the workflow.
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    **Step 9** will check to see if a coach is assigned to a class. If you assign coaches in Wodify, the workflow will complete **Steps 10-13**. If you do not assign coaches in Wodify, the workflow will complete **Steps 15-17**.
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    **Step 10** will pull the assigned coaches information and use the coaches name to sign off on the communication. **Step 11** will assign a task to the coach to call the lead and either sell a membership or get the lead booked into their next free class **Step 12** will send a text message to the lead asking if they are ready to take the next step in their fitness journey **Step 13** will send the lead an email prompting the lead to take action in the sales process *Pro-tip: If you click into an SMS task, you can edit what the text message reads by scrolling to the message section!* **Steps 15-17** send the same communication signed from the business. You can decide who is assigned the task in **Step 15** by clicking into the task, and picking either a segment or individual.
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    The workflow will then wait 2 days before sending additional communication. **Steps 24-26** will pull the assigned coach information, create a task for the coach to call the lead, and send the lead a text message. **Steps 28-29** will assign the task to your chosen segment or coach, and send the lead a text message signed by the business if there is no assigned coach for the trial class the lead took.
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    The workflow will then wait another 2 days. **Steps 36 and 37** will assign a task to call the lead to the coach assigned to the free trial class. **Step 39** will assign a task to either a group of staff members or an individual based on your settings if there is no coach assigned.
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    The workflow will then wait another 2 days. **Steps 45 and 46** will send a lead one final text message reaching out to try to get them to purchase a membership. **Step 48** will send the same text message signed from the business if no coach was assigned to the class.
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    The workflow will then wait another 2 days. **Steps 55 and 56** will create a task for the coach to mark the lead as DIsqualified in Wodify. *Pro-tip: If you have the Lead Conversion Catalyst workflow active, marking a lead disqualified will automatically enroll them into a 300 day outreach workflow!* **Step 58** will assign the task to either a group of staff members or an individual based on your setting.
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    Click "Save" to save any changes you've made
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    Click "Exit" to leave editor mode
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    Click "Start Recipe" to enable this recipe!