Setting Up the Membership Momentum - First 60 Days Recipe

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23 steps
2 minutes

Wodify

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/gdVvCymeCz9m7Wum53PV1A) 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

**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 If YES, **Steps 6-7** will remove the no longer active client from the workflow If the client is still listed as active, the workflow will skip to **Step 8**

**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.**

**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.

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**

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.

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**

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.

The workflow will then wait 5 days before continuing.

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.

The workflow will then wait 1 week before continuing.

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.

The workflow will then wait 2 weeks before continuing.

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.

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**

**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.

Click "Save" to save any changes you've made.

Click "Exit" to leave editor mode

Click "Start Recipe" to enable this recipe!