Client Engagement & Journey Automation

Client Engagement & Journey Automation

Progress tracking survey dispatch and analysis

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Scheduling follow-up sessions based on coaching plans

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Session reminder notifications (email/SMS/WhatsApp)

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Targeted nurturing email sequences based on client stage

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Upsell/cross-sell trigger emails based on client milestones

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Auto-segmentation of clients by progress or engagement

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Automated resource delivery (workbooks, videos, PDFs) after sessions

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Digital note and session summary dispatch to clients

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Feedback/request for testimonial workflows post-program

admiJuly 6, 20251 min read

Client Engagement & Journey Automation

Personalized check-in messages post-session

admiJuly 6, 20251 min read