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Trial Member Follow-Ups

Turns your notes on each trial member (what they did, how it went, when the trial ends) into a short, personal follow-up message in your voice.

Gym or fitness studioHealth and Wellness✓ Checkedv1.0

Before and after

BEFORE · what the owner typed
Im Dana at Glenhollow Fitness on Fairhollow St in Bramfield. Front desk number is 267-555-0134. I need follow ups for 4 trial people. Today is the 14th, we do 7 day trials. Sign up at the desk or call. Monthly membership is $49, offer is no sign up fee if they join by the 16th (normally we dont say what the fee is). Vikram Aiken, text. Started 8th, ends the 15th. Came 3 times, did the Tuesday strength class and Thursday one too. Wants to build muscle after a desk job. Really liked coach Priya. Vivian Banks, email. Trial ended on the 10th. Came twice, did spin and one yoga. Said she wants something low impact because of her knees. No reply to my last message. Wanda Berg, text. Signed up for a trial on the 11th, ends the 18th, hasnt come in at all. Warren Boyd, text. Trial ended the 9th, came once, said he was just curious and not interested right now. Told us to stop texting.
AFTER · what the skill produced

Vikram Aiken | Last days | Text
Hi Vikram, it's Dana at Glenhollow Fitness. Three visits so far is great, and it was good to hear you liked Coach Priya. You did the Tuesday and Thursday strength classes, and we recommend keeping those in your week to match your goal of building muscle. Your trial ends tomorrow, the 15th, and if you join by the 16th we'll waive the sign up fee (membership is $49 a month). Reply here or call the front desk at 267-555-0134 to get set up.

Vivian Banks | After the trial | Email
Subject: Low impact options at Glenhollow Fitness

Hi Vivian,

It's Dana at Glenhollow Fitness. Thanks again for coming in for spin and yoga during your trial. You mentioned wanting something low impact, and we'd be glad to talk through which of our classes might fit you. Because of your knees, we also recommend checking with your doctor about what is right for you.

If you decide to join, membership is $49 a month. The no sign up fee offer ends on the 16th. You can call the front desk at 267-555-0134 or sign up at the desk.

Dana
Glenhollow Fitness, Fairhollow St, Bramfield

Wanda Berg | No-show | Text
Hi Wanda, it's Dana at Glenhollow Fitness. Your trial started on the 11th and runs through the 18th, so there's still time to come in. If you'd like help picking a first class or a good time to visit, reply here or call the front desk at 267-555-0134. We'd love to meet you.

Note for the owner: Vivian Banks mentioned her knees. We did not give any advice beyond suggesting she check with her doctor, so please keep this in her file.

Warren Boyd | No message
Warren Boyd asked us to stop texting, so no follow-up has been written. We recommend recording his request in your notes and removing him from trial follow-up lists.

Questions for the owner

  • What are the front desk hours, in case Vivian or Wanda want to stop by?
  • Do you want the sign up fee offer mentioned to Wanda? Its deadline is the 16th, but her trial runs to the 18th, so I left it out.

What it does

Turns your notes on each trial member (what they did, how it went, when the trial ends) into a short, personal follow-up message in your voice. It handles one person or a whole batch of trials at once.

Use it when: Use when a gym or fitness studio needs to write follow-up messages to people on a free trial, class pass, or guest week, such as: follow up with my trial members, write texts for people who tried us out, or help me convert trials to memberships.

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