Enhanced Cancel & Ex-member Nurture Workflow
The all new, 'Enhanced Cancel & Ex-Member Nurture Workflow' has arrived! This pack consists of two workflows:
1) Cancellation form submitted v3.0
2) Ex-Member tag added in Core - Long-term nurture back v3.0
Why get the Enhanced Cancel & Ex-member Nurture Workflow?
These workflows are designed to ensure that you and your team cancel a plan as requested, so you don't accidentally charge the client again. Additionally, they are supportive of clients when they do cancel to try and win them back!
What type of gym is this workflow best suited for?
In most instances, when a client cancels, it is for reasons outside of their control, such as kids, work, time, or loss of a job. Typically, cancellation does not mean they are lost forever. In fact, it's easier to win back an ex-member than to convince a new lead to join because the ex-member has already established a relationship with you and your team and trusts you. So this type of workflow(s) is best for gyms who wish to bring back members who have cancelled, instead of referring to them as 'Lost Forever'.
How does this workflow get triggered?
The Cancellation form submitted workflow v3.0 is designed to work with the cancellation form on your website. When a client submits the form, you and your team will receive an alert about the inbound cancellation request. It puts notes about the cancellation reasons on the client's profile in Grow, and on the 29th day, the workflow reminds you and your team to verify that the plan has been cancelled in your PushPress Core account to avoid accidentally charging the client again. This default is set at 29 days because most gyms have a 30-day cancellation policy, but you can adjust the timing to fit your facility's exact needs.