Setting Up the Membership Momentum - First 60 Days Recipe | Scribe

    Setting Up the Membership Momentum - First 60 Days Recipe

    • Support Wodify |
    • 23 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 (Functional Fitness, Universal, or Jiu Jitsu) - Client Nurture folder - Recipes folder Click on the recipe called Membership Momentum - First 60 Days
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    Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when a client has been switched from on-ramp status to active (**Step 1**). This workflow is a direct continuation of the 30 Day Welcome Series for on-ramp to create a total of 90 days worth of outreach for new clients. 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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    **Step 3** enrolls the client in the workflow **Step 4** forces the workflow to wait one week before continuing
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    **Step 5** will check to see if the client's status has changes from active. If YES, **Steps 6-7** will remove the no longer active client from the workflow If the client is still listed as active, the workflow will skip to **Step 8**
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    **Step 8** will check to see if a client owner is present on the client profile If YES, the workflow will complete **Steps 9-11** If there is no client owner present, the workflow will complete **Steps 13-14.**
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    **Step 9** will pull the client owners information. **Step 10** will create a task for the client owner to call the client and check in on after their first week post on-ramp. **Step 11** will send an email to the client signed by the client owner. *Pro-tip! This email can be found and edited by going to Workflows > Email Templates and searching the template name "6 Tips to Improve Your Performance"* If there is no client owner on the profile, Step 13 will assign the task to either a group of employees or a individual based on your settings. *Pro-tip: To edit a task assignment, click the task step, and select either employee or segment for the assignee type. You can then select "Select from list" and pick either a segment (all admin, managers, or coaches) or an individual employee depending on your assignee type.* **Step 14** will send the same email and sign it from the business rather then from a specific staff member.
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    The workflow will then wait another week before continuing (**Step 15**) **Step 16** will check to see if the client's status has changes from active. If YES, **Steps 17-18** will remove the no longer active client from the workflow If the client is still listed as active, the workflow will skip to **Step 19**
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    If there is a client owner present, **Step 20** will pull the client owners information. **Step 21** will send an email to the client signed by the client owner. If no client owner is present, **Step 23** will send the same email signed by the business.
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    The workflow will then wait 2 weeks before moving on. **Step 25** will check to see if the client's status has changes from active. If YES, **Steps 26-27** will remove the no longer active client from the workflow If the client is still listed as active, the workflow will skip to **Step 28**
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    If there is a client owner present, **Step 29** will pull the client owners information. **Step 30** will send an in-app chat to the client from the client owner. *Pro-tip! You can edit with the in-app chat message says by clicking on the step and scrolling to the message section* If no client owner is present, **Step 32** will send the same in-app chat from the business.
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    The workflow will then wait 5 days before continuing.
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    If the client is still active, **Step 38** will create a task for the client owner to call the client on the 30 day mark of being an active client. If there is no client owner assigned, **Step 40** will create the same task for a group of staff members or an individual staff member based on your settings.
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    The workflow will then wait 1 week before continuing.
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    If the client is still active: **Step 46** will pull the client owners information, and **Step 47** will send an email to the client signed by the client owner. If there is no client owner assigned, **Step 49** will create the same task for a group of staff members or an individual staff member based on your settings.
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    The workflow will then wait 2 weeks before continuing.
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    If the client is still active after those 2 weeks, **Step 55** will grab the client owners information and **Step 56** will send an in-app chat to the client checking in. If no client owner is present, **Step 58** will send the same in-app chat from the business.
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    The workflow will then wait 9 days. **Step 60** will check to see if the client's status has changes from active. If YES, **Steps 61-62** will remove the no longer active client from the workflow If the client is still listed as active, the workflow will skip to **Step 63**
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    **Step 64** will create a task for the client owner to call the client on the 60 day mark of being an active client. If there is no client owner assigned, **Step 66** will create a task for either a group of employees or an individual employee based on your settings.