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/gWX2SEw6vvo4E5KRGEPHLu?) of the Workflows Builder!

Log into Wodify and access the Workflow Builder.

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

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 support@wodify.com

**Step 3** enrolls the client in the workflow

**Step 4** forces the workflow to wait one week before continuing

3
Enroll Client in Workflow
Enrolls client in the workflow
4
Wait for specified length of time
Wait 1 week
5
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
6
IF 
Is Stop Job
Step 5
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
7
STOP job
Stops the workflow
8
IF 
Client owner
Step 5
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
9
Get Employee
Pulls client owner information
10
Create Task: Post On-Ramp Client Check-In
Creates a task for the client owner
11
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
12
ELSE do the following steps
When client owner is not present, continue down this branch.
ERROR FOUND?
Yes

**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If YES, **Steps 6-7** will remove the no longer active client from the workflow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**

3
Enroll Client in Workflow
Enrolls client in the workflow
4
Wait for specified length of time
Wait 1 week
5
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
6
IF 
Is Stop Job
Step 5
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
7
STOP job
Stops the workflow
8
IF 
Client owner
Step 5
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
9
Get Employee
Pulls client owner information
10
Create Task: Post On-Ramp Client Check-In
Creates a task for the client owner
11
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
12
ELSE do the following steps
When client owner is not present, continue down this branch.
13
Create Task: Post On-Ramp Client Check-In
Creates a task for all admins
14
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
ERROR FOUND?
Yes

**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.**

3
Enroll Client in Workflow
Enrolls client in the workflow
4
Wait for specified length of time
Wait 1 week
5
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
6
IF 
Is Stop Job
Step 5
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
7
STOP job
Stops the workflow
8
IF 
Client owner
Step 5
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
9
Get Employee
Pulls client owner information
10
Create Task: Post On-Ramp Client Check-In
Creates a task for the client owner
11
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
12
ELSE do the following steps
When client owner is not present, continue down this branch.
13
Create Task: Post On-Ramp Client Check-In
Creates a task for all admins
14
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
15
Wait for specified length of time
Wait 1 week
16
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
17
IF 
Is Stop Job
Step 16
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
ERROR FOUND?
Yes

**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 &gt; 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.

3
Enroll Client in Workflow
Enrolls client in the workflow
4
Wait for specified length of time
Wait 1 week
5
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
6
IF 
Is Stop Job
Step 5
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
7
STOP job
Stops the workflow
8
IF 
Client owner
Step 5
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
9
Get Employee
Pulls client owner information
10
Create Task: Post On-Ramp Client Check-In
Creates a task for the client owner
11
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
12
ELSE do the following steps
When client owner is not present, continue down this branch.
13
Create Task: Post On-Ramp Client Check-In
Creates a task for all admins
14
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
15
Wait for specified length of time
Wait 1 week
16
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
17
IF 
Is Stop Job
Step 16
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
18
STOP job
Stops the workflow
ERROR FOUND?
Yes

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**

8
IF 
Client owner
Step 5
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
9
Get Employee
Pulls client owner information
10
Create Task: Post On-Ramp Client Check-In
Creates a task for the client owner
11
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
12
ELSE do the following steps
When client owner is not present, continue down this branch.
13
Create Task: Post On-Ramp Client Check-In
Creates a task for all admins
14
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
15
Wait for specified length of time
Wait 1 week
16
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
17
IF 
Is Stop Job
Step 16
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
18
STOP job
Stops the workflow
19
IF 
Client owner
Step 16
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
20
Get Employee
Pulls client owner information
21
Send Email: Client-[Functional Fitness]-Your Motivation for Reaching Goals 🚀
Sends email to client
22
ELSE do the following steps
When client owner is not present, continue down this branch.
23
Send Email: Client-[Functional Fitness]-Your Motivation for Reaching Goals 🚀
Sends email to client
24
Wait for specified length of time
Wait 2 weeks
ERROR FOUND?
Yes

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.

12
ELSE do the following steps
When client owner is not present, continue down this branch.
13
Create Task: Post On-Ramp Client Check-In
Creates a task for all admins
14
Send Email: Client-[Functional Fitness]-6 Tips to Improve Your Performance 📈
Sends email to client
15
Wait for specified length of time
Wait 1 week
16
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
17
IF 
Is Stop Job
Step 16
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
18
STOP job
Stops the workflow
19
IF 
Client owner
Step 16
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
20
Get Employee
Pulls client owner information
21
Send Email: Client-[Functional Fitness]-Your Motivation for Reaching Goals 🚀
Sends email to client
22
ELSE do the following steps
When client owner is not present, continue down this branch.
23
Send Email: Client-[Functional Fitness]-Your Motivation for Reaching Goals 🚀
Sends email to client
24
Wait for specified length of time
Wait 2 weeks
25
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
26
IF 
Is Stop Job
Step 25
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
27
STOP job
Stops the workflow
28
IF 
Client owner
Step 25
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
ERROR FOUND?
Yes

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**

16
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
17
IF 
Is Stop Job
Step 16
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
18
STOP job
Stops the workflow
19
IF 
Client owner
Step 16
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
20
Get Employee
Pulls client owner information
21
Send Email: Client-[Functional Fitness]-Your Motivation for Reaching Goals 🚀
Sends email to client
22
ELSE do the following steps
When client owner is not present, continue down this branch.
23
Send Email: Client-[Functional Fitness]-Your Motivation for Reaching Goals 🚀
Sends email to client
24
Wait for specified length of time
Wait 2 weeks
25
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
26
IF 
Is Stop Job
Step 25
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
27
STOP job
Stops the workflow
28
IF 
Client owner
Step 25
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
29
Get Employee
Pulls client owner information
30
Send In-App Chat
Sends in-app chat to client
31
ELSE do the following steps
When client owner is not present, continue down this branch.
32
Send In-App Chat
Sends in-app chat to client
ERROR FOUND?
Yes

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.

22
ELSE do the following steps
When client owner is not present, continue down this branch.
23
Send Email: Client-[Functional Fitness]-Your Motivation for Reaching Goals 🚀
Sends email to client
24
Wait for specified length of time
Wait 2 weeks
25
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
26
IF 
Is Stop Job
Step 25
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
27
STOP job
Stops the workflow
28
IF 
Client owner
Step 25
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
29
Get Employee
Pulls client owner information
30
Send In-App Chat
Sends in-app chat to client
31
ELSE do the following steps
When client owner is not present, continue down this branch.
32
Send In-App Chat
Sends in-app chat to client
33
Wait for specified length of time
Wait 5 days
34
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
35
IF 
Is Stop Job
Step 34
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
36
STOP job
Stops the workflow
37
IF 
Client owner
Step 34
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
ERROR FOUND?
Yes

The workflow will then wait 5 days before continuing.

26
IF 
Is Stop Job
Step 25
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
27
STOP job
Stops the workflow
28
IF 
Client owner
Step 25
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
29
Get Employee
Pulls client owner information
30
Send In-App Chat
Sends in-app chat to client
31
ELSE do the following steps
When client owner is not present, continue down this branch.
32
Send In-App Chat
Sends in-app chat to client
33
Wait for specified length of time
Wait 5 days
34
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
35
IF 
Is Stop Job
Step 34
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
36
STOP job
Stops the workflow
37
IF 
Client owner
Step 34
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
38
Create Task: 30 Day Post On-Ramp Goal Review
Creates a task for client owner
39
ELSE do the following steps
When client owner is not present, continue down this branch.
40
Create Task: 30 Day Post On-Ramp Goal Review
Creates a task for client owner
41
Wait for specified length of time
Wait 1 week
42
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
ERROR FOUND?
Yes

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.

31
ELSE do the following steps
When client owner is not present, continue down this branch.
32
Send In-App Chat
Sends in-app chat to client
33
Wait for specified length of time
Wait 5 days
34
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
35
IF 
Is Stop Job
Step 34
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
36
STOP job
Stops the workflow
37
IF 
Client owner
Step 34
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
38
Create Task: 30 Day Post On-Ramp Goal Review
Creates a task for client owner
39
ELSE do the following steps
When client owner is not present, continue down this branch.
40
Create Task: 30 Day Post On-Ramp Goal Review
Creates a task for client owner
41
Wait for specified length of time
Wait 1 week
42
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
43
IF 
Is Stop Job
Step 42
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
44
STOP job
Stops the workflow
45
IF 
Client owner
Step 42
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
46
Get Employee
Pulls client owner information
47
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
ERROR FOUND?
Yes

The workflow will then wait 1 week before continuing.

34
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
35
IF 
Is Stop Job
Step 34
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
36
STOP job
Stops the workflow
37
IF 
Client owner
Step 34
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
38
Create Task: 30 Day Post On-Ramp Goal Review
Creates a task for client owner
39
ELSE do the following steps
When client owner is not present, continue down this branch.
40
Create Task: 30 Day Post On-Ramp Goal Review
Creates a task for client owner
41
Wait for specified length of time
Wait 1 week
42
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
43
IF 
Is Stop Job
Step 42
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
44
STOP job
Stops the workflow
45
IF 
Client owner
Step 42
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
46
Get Employee
Pulls client owner information
47
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
48
ELSE do the following steps
When client owner is not present, continue down this branch.
49
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
ERROR FOUND?
Yes

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.

39
ELSE do the following steps
When client owner is not present, continue down this branch.
40
Create Task: 30 Day Post On-Ramp Goal Review
Creates a task for client owner
41
Wait for specified length of time
Wait 1 week
42
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
43
IF 
Is Stop Job
Step 42
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
44
STOP job
Stops the workflow
45
IF 
Client owner
Step 42
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
46
Get Employee
Pulls client owner information
47
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
48
ELSE do the following steps
When client owner is not present, continue down this branch.
49
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
50
Wait for specified length of time
Wait 2 weeks
51
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
52
IF 
Is Stop Job
Step 51
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
53
STOP job
Stops the workflow
54
IF 
Client owner
Step 51
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
ERROR FOUND?
Yes

The workflow will then wait 2 weeks before continuing.

43
IF 
Is Stop Job
Step 42
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
44
STOP job
Stops the workflow
45
IF 
Client owner
Step 42
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
46
Get Employee
Pulls client owner information
47
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
48
ELSE do the following steps
When client owner is not present, continue down this branch.
49
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
50
Wait for specified length of time
Wait 2 weeks
51
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
52
IF 
Is Stop Job
Step 51
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
53
STOP job
Stops the workflow
54
IF 
Client owner
Step 51
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
55
Get Employee
Pulls client owner information
56
Send In-App Chat
Sends in-app chat to client
57
ELSE do the following steps
When client owner is not present, continue down this branch.
58
Send In-App Chat
Sends in-app chat to client
59
Wait for specified length of time
Wait 9 days
ERROR FOUND?
Yes

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.

48
ELSE do the following steps
When client owner is not present, continue down this branch.
49
Send Email: Client-[Functional Fitness]-Ever Have Those Days? Let's Turn Them Around!
Sends email to client
50
Wait for specified length of time
Wait 2 weeks
51
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
52
IF 
Is Stop Job
Step 51
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
53
STOP job
Stops the workflow
54
IF 
Client owner
Step 51
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
55
Get Employee
Pulls client owner information
56
Send In-App Chat
Sends in-app chat to client
57
ELSE do the following steps
When client owner is not present, continue down this branch.
58
Send In-App Chat
Sends in-app chat to client
59
Wait for specified length of time
Wait 9 days
60
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
61
IF 
Is Stop Job
Step 60
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
62
STOP job
Stops the workflow
63
IF 
Client owner
Step 60
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
64
Create Task: 60 Day Post On-Ramp Goal Review
Creates a task for any admin
ERROR FOUND?
Yes

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**

52
IF 
Is Stop Job
Step 51
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
53
STOP job
Stops the workflow
54
IF 
Client owner
Step 51
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
55
Get Employee
Pulls client owner information
56
Send In-App Chat
Sends in-app chat to client
57
ELSE do the following steps
When client owner is not present, continue down this branch.
58
Send In-App Chat
Sends in-app chat to client
59
Wait for specified length of time
Wait 9 days
60
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
61
IF 
Is Stop Job
Step 60
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
62
STOP job
Stops the workflow
63
IF 
Client owner
Step 60
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
64
Create Task: 60 Day Post On-Ramp Goal Review
Creates a task for any admin
65
ELSE do the following steps
When client owner is not present, continue down this branch.
66
Create Task: 60 Day Post On-Ramp Goal Review
Creates a task for any admin
ERROR FOUND?
Yes

**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.

57
ELSE do the following steps
When client owner is not present, continue down this branch.
58
Send In-App Chat
Sends in-app chat to client
59
Wait for specified length of time
Wait 9 days
60
Call Functional Fitness | Client Nurture | FUNC | Check enrollment, Check if Client Status != Active, Return Client Profile
Check if client status changes from active.
61
IF 
Is Stop Job
Step 60
 is true
If client status changes from active, stop the workflow. If not, continue the workflow.
Yes
No
62
STOP job
Stops the workflow
63
IF 
Client owner
Step 60
 is present
Check for client owner and if client owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
64
Create Task: 60 Day Post On-Ramp Goal Review
Creates a task for any admin
65
ELSE do the following steps
When client owner is not present, continue down this branch.
66
Create Task: 60 Day Post On-Ramp Goal Review
Creates a task for any admin
ERROR FOUND?
Yes

Setting Up the Membership Momentum - First 60 Days Recipe