🧖♀️ Spa & Wellness Snapshot
Complete Client Journey — From First Touch to Loyal VIP
📱
Trigger
Lead Enters
Instagram ad, Google search, walk-in QR, Facebook DM, website form, referral link
⚡
Auto Action
Speed-to-Lead (60s)
Instant SMS: "Thanks for reaching out to [Spa Name]! Book your first visit & get 20% off →"
📧
Auto Action
Welcome Email
Branded email with services menu, first-visit offer, and online booking link
🏷️
CRM
Tag & Pipeline
Add to pipeline: "New Lead" stage. Tag: lead source + service interest
▼
🤔
Decision
Did They Book?
System checks if booking was made within 24 hours
💬
If No → Day 2
SMS Follow-Up
"Still thinking about it? Our [top service] is a client favorite. Here's what to expect →"
📧
Day 4
Social Proof Email
Testimonials, before/after photos, Google reviews — builds trust
🎁
Day 7
Final Offer
"Your 20% off expires tomorrow! Book now before it's gone →" (urgency)
▼
📅
Trigger
Appointment Booked
Client selects service, date/time via online calendar
✅
Auto Action
Confirmation Sent
Email + SMS confirmation with date, time, address, parking info, what to expect
📝
Auto Action
Intake Form
Auto-send new client intake form (skin type, allergies, preferences, health history)
🔔
Reminders
24h + 1h Reminders
SMS reminders with confirm/reschedule option. Reduces no-shows by 40%+
▼
⭐
+2 Hours
Review Request
Auto SMS: "How was your visit?" → 4-5 stars: Google link. 1-3 stars: private form
💆
+3 Days
Care Tips Email
Post-treatment care tips + product recommendations (upsell opportunity)
📅
+7 Days
Rebook Nudge
"Ready for your next session? Book now and lock in your preferred time →"
🔄
Decision
3rd Visit?
After 3 visits → pitch membership/package: "Become a VIP & save 25% on every visit"
▼
🎂
Automated
Birthday Campaign
7 days before birthday: "$25 birthday gift — treat yourself!" with booking link
⏰
30 Days No Visit
"We Miss You"
SMS + email: "It's been a while! Here's 10% off your next visit"
⚠️
60 Days No Visit
Win-Back Offer
Stronger incentive: "Come back & get a FREE add-on service with any booking"
🚨
90 Days No Visit
Last Chance
"We hate to see you go — 30% off to come back. This offer expires in 48 hours"
▼
🎁
Revenue
Gift Cards
Seasonal campaigns: Mother's Day, Valentine's, Christmas. "Give the gift of relaxation"
👥
Revenue
Referral Program
"Refer a friend → you both get $25 off!" Auto-tracked via referral link + tags
📦
Revenue
Package Upsell
After 3+ visits: "Buy 5 sessions, get 1 free" — increases average lifetime value
👑
Revenue
VIP Membership
$99-199/mo: 1 service/month + 20% off extras + priority booking + birthday freebie
Pipeline Stages
SPA & WELLNESS SNAPSHOT — PROCESS MAP © MelAI ⚡
💪 Fitness Coach Snapshot
Complete Client Journey — From Lead to Loyal Long-Term Client
📱
Trigger
Lead Enters
Instagram bio link, TikTok, Facebook ad, gym flyer QR, referral, Google search
🎯
Lead Magnets
2 Entry Funnels
A: "Free Consultation Call" booking page
B: "7-Day Challenge" signup (email capture)
⚡
Auto Action
Speed-to-Lead (60s)
Instant SMS: "Hey [Name]! Thanks for reaching out. I'm [Coach] — let's get you started 💪"
🏷️
CRM
Tag & Pipeline
Pipeline: "New Lead". Tags: source, goal type (weight loss, muscle, athletic), experience level
▼
🔀
Branch
Which Entry?
Path A: Free Consult → skip to Phase 3
Path B: 7-Day Challenge → nurture sequence below
📧
Day 1-7
Challenge Drip
Daily email: workout of the day + motivation + nutrition tip. Builds value before the pitch
💬
Day 3
Check-In SMS
"How's the challenge going? Any questions? I'm here to help 🙌" — personal touch
🎯
Day 7
CTA: Book Consult
"Challenge complete! 🔥 Ready for real results? Book your free strategy session →"
▼
📅
Trigger
Consult Booked
Client picks date/time on calendar. Gets auto-confirmation + pre-call questionnaire
📝
Auto Action
Pre-Call Form
Goals, current activity level, injuries, availability, budget — coach is prepared before call
🔔
Reminders
24h + 1h Reminders
SMS + email reminders. Include "If you need to reschedule, tap here →"
💰
Decision
Did They Sign?
YES → Onboarding flow
NO → "Thinking about it" follow-up sequence (3 more touchpoints)
▼
🎉
Day 0
Welcome Sequence
Welcome email + SMS: "Let's GO! 🔥 Here's everything you need to get started"
📋
Auto Action
Intake Form
Detailed health history, measurements, progress photos, dietary preferences, schedule
📅
Auto Action
First Session Booked
Calendar link to schedule first training session. Auto-reminder chain starts
📖
Day 3
Resource Pack
Nutrition guide, workout log template, FAQ doc — delivered automatically via email
▼
📊
Monthly
Progress Check-In
Auto email: "Time for your monthly check-in! Submit your measurements + progress photos"
🏆
Milestone
Celebration Texts
At 30/60/90 days + 6 months: "You've been training for 90 days! Here's how far you've come 🔥"
⚠️
Inactivity
Missed Sessions?
2+ missed sessions triggers: "Hey, everything okay? Let's get you back on track" — personal touch
⭐
Month 2
Review + Referral
Auto review request + referral offer: "Know someone who needs this? They get a free session"
▼
⏰
14 Days Inactive
"Check In" SMS
"Haven't seen you in a bit — everything good? Your spot is waiting for you 💪"
🚨
30 Days Inactive
Win-Back Offer
"Come back with a free session on us. No strings. Let's pick up where you left off →"
📦
Upsell
Package Upgrade
After month 3: "Ready to level up? Upgrade to 4x/week and save 20%" — tiered pricing
🌐
Scale
Online Programs
Pitch online coaching/group programs to in-person clients who travel or move away
Pipeline Stages
Consult Booked
Pre-call form
FITNESS COACH SNAPSHOT — PROCESS MAP © MelAI ⚡