Our built-in bundles include 49 individual automations spread out across Lead Management, Client Retention, Membership Management, Attendance and more! Each recipe has unique versions tailored to any fitness business, Functional Fitness gym, or Jiu-Jitsu academy. Each different type of bundle contains the same recipe outline with industry-specific content. In this article, you will find more information on what each recipe is used for and how they all work together.
Lead Nurture Recipes
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Lead Launchpad
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Lead Launchpad- Intro Class Prep
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Lead Launchpad- Intro Appointment Prep
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Lead Launchpad- Created from SMS
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Beyond The Trial Class- Membership Offer
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Beyond The Trial Appointment- Membership Offer
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No Show Flow- Intro Class
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No Show Flow- Intro Appointment
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Lead Conversion Catalyst
Client Nurture Recipes
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The Welcome Series: 30 Day On-Ramp Nurture- Client Created
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The Welcome Series: 30 Day On-Ramp Nurture- Client Updated
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Membership Momentum- First 60 Days
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Membership Momentum- First 90 Days
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The Reconnection Series- 12 Month Lost Client Win Back
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Return & Retain
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Client Added to Retain
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Client Removed from Retain
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Client without Recent Sign-ins in 14 Days
- Client Appointment Reminders
- Missed Class Sign-In Reminders
- Monthly Recap
Attendance Milestone Recipes
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25 appointments attended - request a review
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75 appointments attended - request for referral
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150 appointments attended - request for a testimonial
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75 classes attended - request a review
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150 classes attended - request for referral
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500 classes attended - request for a testimonial
Membership Management
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Membership Welcome Series
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Membership Renewal Notice
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Time-based Class Pack Renewal
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Hold Ending Notice
Starter Pack
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Send a Test Email
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Recipe for Client Template
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Recipe for Lead Template
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Start Recipe when Tag is Applied to a Client
Progression Recipes
Weekly Streak Recipes
- Celebrate 1 Week and Encourage Attendance
- Celebrate 10 Weeks
- Celebrate 20 Week and Request a Review
- Celebrate 50 Weeks and Encourage Attendance to Reach 1 Year
- Celebrate 1 Year and Request a Referral
- Celebrate 100 Weeks and Request a Testimonial
- Celebrate Highest Week Streak
- Encourage Attendance to Protect Streak
- Notifications for Lost Streaks
Performance Result Recipes
Flow of Recipes Video
Lead Nurture Recipes
| Recipe Name | Total # of Communication Touchpoints (email, SMS, chat) | Total # of Tasks Created | Length of Time to Complete Entire Recipe |
Lead LaunchpadThis recipe triggers when a lead is created with the New status. The goal is for the lead to book a free trial class, intro appointment, or convert to a client. |
3 | 5 | 10 Days |
Lead Launchpad- Intro Class PrepThis recipe triggers when a lead books a free trial class. The goal is to inform the lead of what to expect and increase the show rate with reminders. |
5 | 1 | Until free trial class is attended or no-show |
Lead Launchpad- Intro Appointment PrepThis recipe triggers when a lead books a free intro appointment. The goal is to inform the lead of what to expect and increase the show rate with reminders. |
5 | 1 | Until intro appointment is attended or no-show |
Lead Launchpad- Created from SMSThis recipe triggers when a lead is created with the New status via inbound SMS. The goal is for the lead to book a free trial class, intro appointment, or to convert to a client. |
2 | 5 | 8 Days |
Beyond The Trial Class- Membership OfferThis recipe triggers when the trial lead has attended their Free Trial class. The goal is for a lead to book another free trial or convert to a client by purchasing a membership. |
4 | 4 | 9 Days |
Beyond The Trial Appointment- Membership OfferThis recipe triggers when the trial lead has attended their Free Intro appointment. The goal is for a lead to book another free intro appointment or convert to a client by purchasing a membership. |
1 | 4 | 7 Days |
No Show Flow- Intro ClassThis recipe triggers when the trial lead no-shows their free trial class. The goal is for the lead to re-engage and attend a free trial class. |
4 | 3 | 5 Days |
No Show Flow- Intro AppointmentThis recipe triggers when the trial lead no-shows their free intro appointment. The goal is for the lead to re-engage and attend a free intro appointment. |
4 | 3 | 5 Days |
Lead Conversion CatalystThis recipe triggers when a leads status changes to disqualified. The goal is to maintain contact with a disqualified lead and encourage them to book a free trial class, free intro appointment, or convert to a client. |
8 | 1 | 300 Days |
Client Nurture Recipes
| Recipe Name | Total # of Communication Touchpoints (email, SMS, chat) | Total # of Tasks Created | Length of Time to Complete Entire Recipe |
The Welcome Series: 30 Day On-Ramp Nurture - Client CreatedThis recipe triggers when a client is created with the on-ramp status. The goal is for the client to stay engaged, attend regular classes and purchases a regular membership. |
6 | 3 | 28 Days |
The Welcome Series: 30 Day On-Ramp Nurture - Client UpdatedThis recipe triggers when a client that is in the on-ramp status is updated. The goal is for the client to stay engaged, attend regular classes and purchases a regular membership. |
6 | 3 | 28 Days |
Membership Momentum - First 60 DaysThis recipe triggers when a client moves from the On-Ramp status to the Active status. The goal is to retain the client as an active member for 60 days as well as keep them engaged. |
5 | 3 | 63 Days |
Membership Momentum - First 90 DaysThis recipe triggers when a client is created with the Active status. The goal is to retain the client as an active member for 90 days as well as keep them engaged. |
13 | 6 | 90 Days |
The Reconnection Series - 12 Month Lost Client Win BackThis recipe triggers when a clients status changes to Inactive. The goal is to win back the client. |
3 | 4 | 360 Days |
Return and RetainThis recipe triggers when a client that has been Inactive changes to the Active status. The goal is to retain the client and keep them engaged. |
9 | 5 | 90 Days |
Client Added to RetainThis recipe triggers when a client is added to Retain, meaning they are newly at-risk. The goal is to re-engage this client and retain them long term. |
0 | 1 | 1 Day |
Client Removed from RetainThis recipe triggers when a client is removed from Retain, meaning they are no longer identified as at-risk. The goal is to notify the client owner or all employees that this client has been retained. |
1 | 0 | 1 Day |
Client without Recent Sign-ins in 14 DaysThis recipe triggers daily and checks for clients who have not attended in the last 14 days. The goal is to encourage the client to return for their next class or appointment. |
1 | 1 | 1 Day |
Client Appointment RemindersThis recipe triggers when a client books an appointment service at the business. The goal is to confirm the appointment with the client and send reminders leading up to the appointment start time. |
4 | 1 | Until appointment is attended or no-showed. |
Missed Class Sign-InsThis recipe triggers when a client reserves a class at the business. The goal is to send a reminder to any clients reserved for the class but not signed in 30 minutes after the start of class. |
1 | 0 | Until 30 minutes after the class has ended. |
Monthly RecapThis recipe triggers on the second of every month. The goal is to send all clients who attended class the month before an email outlining their attendance statistics for the month.
Clients forgetting to sign in? That can lead to inaccurate attendance data... |
1 | 0 | 1 Day |
Attendance Milestone Recipes
* All attendance milestone recipes can also send a postcard via AMcards.com integration.
| Recipe Name | Total # of Communication Touchpoints (email, SMS, chat) | Total # of Tasks Created | Length of Time to Complete Entire Recipe |
25 appointments attended - request a reviewThis recipe triggers when the client signs in for their 25th appointment.
The goal is to celebrate the client's attendance milestone and request a Google review. |
2* | 0 | 1 day |
75 appointments attended - request for referralThis recipe triggers when the client signs in for their 75th appointment.
The goal is to celebrate the client's attendance milestone and request a referral. |
2* | 0 | 1 day |
150 appointments attended - request for a testimonialThis recipe triggers when the client signs in for their 150th appointment.
The goal is to celebrate the client's attendance milestone and request a testimonial. |
2* | 0 | 1 day |
75 classes attended - request a reviewThis recipe triggers when the client signs in for their 75th class.
The goal is to celebrate the client's attendance milestone and request a Google review. |
2* | 0 | 1 day |
150 classes attended - request for referralThis recipe triggers when the client signs in for their 150th class.
The goal is to celebrate the client's attendance milestone and request a referral. |
2* | 0 | 1 day |
500 classes attended - request for a testimonialThis recipe triggers when the client signs in for their 500th class.
The goal is to celebrate the client's attendance milestone and request a testimonial. |
2* | 0 | 1 day |
Membership Management Recipes
| Recipe Name | Total # of Communication Touchpoints (email, SMS, chat) | Total # of Tasks Created | Length of Time to Complete Entire Recipe |
Membership Welcome SeriesThis recipe triggers when the client purchases a specific membership.
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2 | 1 | 2 days |
Membership Renewal NoticeThis recipe triggers when a membership is purchased.
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2 | 0 | 12 days |
Time-based Class Pack RenewalThis recipe is triggered when a class pack membership expires without auto-renewing. The recipe automatically adds a new pack to the client's account, enabling class packs to auto-renew after a set time even if all classes in the current pack haven't been used. |
0 | 0 | 1 day |
Hold Ending NoticeThis recipe is triggered when a hold is added to a membership.
The goal is to notify the client when their hold is about to end. |
1 | 0 | Variable |
Starter Pack
| Recipe Name | When to use |
Send a Test Email |
Use this recipe to test and send an email template with placeholders. |
Recipe for Client Template |
Use this recipe as a starting point when building a custom new client recipe. |
Recipe for Lead Template |
Use this recipe as a starting point when building a custom new lead recipe. |
Start Recipe when Tag is Applied to a Client |
Use this recipe as a starting point when building a recipe that triggers when a tag is applied to a client. |
| Function Name | When to use |
Universal | Starter Pack | FUNC | Check current time, if outside business hours wait until business open |
Use this function to ensure communications are always sent within business hours. |
Progression Recipes
| Recipe Name | Total # of Communication Touchpoints (email, SMS, chat) | Total # of Tasks Created | Length of Time to Complete Entire Recipe |
Apply Progression when a Client is CreatedThis recipe triggers when a client is created. Choose your progression to automatically apply to the client. |
0 | 0 | 1 Day |
Apply Progression when a Membership is PurchasedThis recipe triggers when a chosen membership is applied to a client. Choose your progression to automatically apply to the client. |
0 | 0 | 1 Day |
Celebrate Client PromotionThis recipe triggers when a client is promoted from one level to the next higher level in a progression. The goal is to celebrate this progresion milestone. |
1 | 1 | 1 Day |
Weekly Streak Recipes
| Recipe Name | Total # of Communication Touchpoints (email, SMS, chat) | Total # of Tasks Created | Length of Time to Complete Entire Recipe |
Celebrate 1 Week and Encourage AttendanceThis recipe triggers when a client achieves a 1 week streak. The goal is to encourage them to keep coming and continue to grow their streak. |
1 | 0 | 1 Day |
Celebrate 10 WeeksThis recipe triggers when a client achieves a 10 Week Streak. The goal is to celebrate the client’s new week streak. |
1 | 0 | 1 Day |
Celebrate 20 Weeks and Request a ReviewThis recipe triggers when a client achieves a 20 Week Streak. The goal is to celebrate the client’s new week streak and ask for a review. |
1 | 1 | 1 Day |
Celebrate 50 Weeks and Encourage Attendance to Reach 1 YearThis recipe triggers when a client achieves a 50 Week Streak. The goal is to celebrate the client’s new week streak and push them to hit a 1 year streak. |
1 | 1 | 1 Day |
Celebrate 1 Year and Request a ReferralThis recipe triggers when a client achieves a 52 Week Streak. The goal is to celebrate the client’s new week streak and ask them for a referral. |
1 | 0 | 1 Day |
Celebrate 100 Weeks and Request a TestimonialThis recipe triggers when a client achieves a 100 Week Streak. The goal is to celebrate the client’s new week streak and ask them for a testimonial. |
2 | 0 | 1 Day |
Celebrate Highest Weekly StreakThis recipe triggers when a client hits a new weekly streak personal record. The goal is to celebrate the new highest week streak. |
2 | 0 | 1 Day |
Encourage Attendance to Protect StreakTriggers weekly on Thursday for all clients who have not yet attended the business this week. The goal is to encourage a client to come to the business if they have not yet this week to keep their week streak from resetting. |
2 | 0 | 1 Day |
Notifications for Lost StreaksA client’s weekly streak is set back to 0. The goal is to let a client know that their streak has been lost and encourage them to come back and try again. |
2 | 1 | 4 Days |
Performance Results Recipes
| Recipe Name | Total # of Communication Touchpoints (email, SMS, chat) | Total # of Tasks Created | Length of Time to Complete Entire Recipe |
New PRThis workflow triggers when a client hits a new PR. The goal is to celebrate the client's new personal record. |
2 | 0 | 1 Day |
Auto-Complete Results CriteriaA client scores a specific component that is listed as a criteria for a progression they are enrolled in. The goal is to mark a component criteria complete. |
0 | 0 | 1 Day |
Add to Progression from Completed ResultsA client scores a specific component in a workout. The goal is to add the client to a specific progression when the component is scored. |
1 | 0 | 1 Day |
Communicate Workout When PostedThis recipe triggers when a workout is created. Wait until the workout is published send out an email notification with the workout to subscribed clients |
1 | 0 | 1 Day |
Publish All WODs on SundayThis recipe triggers when a workout is created. Set the workout to be published on the Sunday before it is scheduled |
1 | 0 | 1 Day |
Flow of Recipes
This video demonstrates two examples of how our pre-built recipes flow into one another.
If you need further assistance or have any questions, please reach out to us at support@wodify.com
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