In the realm of fitness, consistent communication plays a crucial role in nurturing client relationships and promoting sustainable growth for your business. Recognizing this, LeadDec has simplified the process of establishing recurring client check-ins. This guide will walk you through creating an automated workflow that ensures your clients receive personalized attention every week, reinforcing their commitment to their fitness goals and your services.
Creating a Recurring Automated Check-in Workflow
Accessing Workflow Creation: Log into your LeadDec account and navigate to the ‘Create Workflow’ section. Start from scratch to tailor the workflow according to your specific needs.
Initiating the Workflow with a Trigger: Decide on a trigger that initiates the check-in process. For instance, applying a tag like ‘New Frontend SignUp’ can automatically start the workflow for new clients.
Implementing a Wait Period: Configure a wait step designed to align the automation with a specific time, such as waiting until Sunday from 7:00 PM to 7:30 PM. This ensures that the follow-up occurs at an opportune moment, enhancing engagement.
Crafting the Check-in Message: The next step involves setting up an email or text message that will serve as your weekly check-in. Personalize this message with the client’s first name and include any relevant information or links. For example: “Hi [First Name], we hope you’re staying on track with your fitness goals! Here’s the link to this week’s updates.”
Creating a Recurrence Loop: After the initial message is dispatched, you want to ensure that this process repeats every week. To achieve this, introduce a loop in your automation by adding a ‘Go To’ action at the end of the workflow that redirects back to the start of the process.
Incorporating a Buffer Period: To avoid any potential overlap or confusion, add a one-day wait period after the message is sent and before the workflow loops back. This guarantees that each check-in is distinctly separated by a week.
Best Practices for Automated Client Check-ins
Timing Is Key: Select a check-in time that’s likely convenient for most clients, ensuring your message is well-received.
Keep It Personal: Even though the process is automated, personal touches in the message can make a big difference in how valued a client feels.
Monitor and Adjust: Regularly review the effectiveness of your automated check-ins. Be open to adjusting the message or timing based on client feedback or engagement metrics.
Conclusion
By leveraging LeadDec’s powerful automation capabilities, you can set up a systematic, recurring check-in process that keeps your clients engaged and informed. This not only helps in retaining clients but also plays a significant role in fostering a supportive fitness community around your brand. Remember, consistent communication is key to client engagement and retention, and with LeadDec, automating this process has never been easier.
Should you have any questions about setting up your recurring client check-ins or need further assistance navigating LeadDec's features, our support team is here to help you every step of the way. Let's make the journey towards better client engagement a rewarding experience for both you and your clients.