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This page will explain the Follow-Up schedule within InTouch Follow-Up and how you can customize it for your club. |
Follow-Up
The Follow-Up schedule determines all of the automated communication (call scheduling, emails and texts) for your club. By setting one Follow-Up cycle for all your staff, you ensure that each lead and member receives a consistent message from your club.
To view the Follow-Up Schedule
- Select the Follow-Up Tab
- Select Memberships (for Membership Leads), Personal Training, Members or Text Alerts
- To view email or text alert content, select the email you wish to see and click View
How it Works
The Follow-Up schedule is set by lead type and also lifecycle group. There are different groups based on how the lead was created (ie: phone-in vs walk-in) or the actions taken with that lead (ie: showed up for an appt or put on a trial). As a lead goes through its lifecycle, its group will automatically change. For example, let’s say you put someone on a 7-day trial so they automatically go into the Current Trial group. On day 8, this lead automatically goes to the Expired Trial.
Options include
Membership Lead Follow-Up
This type is further broken down into r No Club Visits, Visited Club, Current Trial, Expired Trial, and Referral Sales Follow-Up (for the sales person to follow up after the sale and get referrals). Each of these groups has it's own Follow-Up cycle for the following:
- Day X Emails: Emails that are sent based on how many days the lead has been in that particular lifecycle group.
- Day X Text Messages: SMS Text Messages that are sent based on how many days the lead has been in that particular lifecycle group (text features vary by country).
- Calls: When and how frequently staff will have a call scheduled on their agenda.
- Web Lead & Facebook Emails: An introductory email specific for a website leads and Facebook lead (under Other)
- Text message alerts for appointments (such as Club Tours)
Personal Training Lead Follow-Up
- Emails, calls and a text message alert for a PT Sales Appointment
- Text message alerts for appointments (such as a PT Sales Appt)
Members Follow-Up
- Emails and calls for the Member Retention Owner (this might be the sales person or it might be a second person at your club that is assigned to this member for retention)
- Text message alerts for member-type appointments (Orientation, On-Boarding Meeting, etc)
Follow-Up Examples
The Follow-Up schedule can be customized by your club’s administrator(s), but an example of what an email or text message might look like is below.