Yoga & Wellness Studios · CRM & Automation

Example engagement: member onboarding that runs without the owner

How we would take over new-member onboarding and failed-payment follow-up for a busy studio. An illustration of our process, not a specific client.

Example engagement. It shows how we work; it is not a specific client. Real client stories will appear here once approved.

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The challenge

A typical picture: the owner welcomes every new member by hand, intro-offer buyers rarely hear from the studio again, and failed payments are noticed weeks late. The booking system, Stripe and the email tool don't talk to each other.

What we did

01Mapped the member journey from intro offer to renewal, step by step
02Wrote a 3-email welcome sequence in the owner's voice, approved before launch
03Connected booking, payments and email with Zapier so access and tags update on their own
04Set up a failed-payment routine: same-day email, day-3 reminder, day-7 personal note
05Documented every workflow and added a monthly automation health check

The result

What a studio can expect: onboarding that happens the same day without the owner, a weekly list of failed payments already followed up, and written SOPs the whole team can use.

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