Automatic follow-up with inactive clients

Purpose

1.1. Re-engage aerobics clients who have not booked or attended sessions within a specified timeframe to increase retention, improve engagement, recover lost revenue, and nurture client relationships via timely, automated outreach using diverse methods (SMS, email, chat, app notifications, CRM tasks).
1.2. Support consistency in client activity data monitoring, outreach scheduling, personalized communication, and follow-up tracking.

Trigger Conditions

2.1. No class/session booking or attendance documented in the client record for a configurable period (e.g., 14 or 30 days).
2.2. Manual tag or status set to “inactive” in CRM or booking system.
2.3. No recent login to mobile fitness app or online client portal.
2.4. No response to previous follow-up messages.
2.5. Completion of a prior follow-up drip sequence or last attended event.

Platform variants

3.1. Twilio
• Feature: SMS Messaging API. Configure flow for sending personalized SMS to inactive numbers; e.g., "Hi [Name], we’ve missed you! Book your next aerobics class here: [link]."
3.2. SendGrid
• Feature: Email API/Automation. Set a campaign to trigger based on a client’s inactivity tag, with dynamic client data fields.
3.3. Mailchimp
• Feature: Journey Automation. Utilize inactivity segment, send a reactivation email using Journey Builder.
3.4. ActiveCampaign
• Feature: Automated Workflow. Create conditional automation based on “last seen” or “last activity” custom field.
3.5. HubSpot
• Feature: Workflow Automation. Trigger “client inactive” task for automated email or sales follow-up.
3.6. Salesforce
• Feature: Process Builder/Flow. Set rule for ‘last activity date’ to trigger task, email, or SMS via integration.
3.7. Slack
• Feature: Scheduled Reminder. Send DM or channel notification about inactive members, using Webhook/Reminders.
3.8. Pipedrive
• Feature: Workflow Automation. Trigger reminder and email when a client’s inactivity stage is hit.
3.9. WhatsApp Business API
• Feature: Automated Message. Send template messages when inactivity detected, such as “Come back for a new class!”
3.10. Google Workspace (Gmail)
• Feature: Apps Script/Trigger. Script scans client spreadsheet and sends templated follow-up email.
3.11. Zoho CRM
• Feature: Workflow Rule. Automate follow-up task and email based on inactivity custom field.
3.12. Facebook Messenger
• Feature: Messenger Bot. Auto-send scheduled “we missed you” messages via Facebook Page integration.
3.13. Microsoft Teams
• Feature: Flow/Power Automate. Notify team or message clients when inactivity triggers.
3.14. Constant Contact
• Feature: Email Automation Series. Start a re-engagement sequence for clients tagged as inactive.
3.15. Intercom
• Feature: Automated Campaign. Set a rule to push chat/email outreach for dormant app users.
3.16. Typeform
• Feature: Automated Survey. Send inactivity survey to understand client reasons.
3.17. Calendly
• Feature: Workflow Email Reminders. Send custom email to invite booking when client’s schedule gap detected.
3.18. Zendesk
• Feature: Trigger Automation. Create tickets or send reminders to support when inactivity marked.
3.19. Shopify
• Feature: Automated Email Sequence. Re-engagement email to purchasers of fitness classes with no repurchase.
3.20. SurveyMonkey
• Feature: Automated Survey Trigger. Send feedback form to inactive clients, asking for re-engagement reasons.
3.21. Google Sheets
• Feature: Script/Time-driven Trigger. Detect inactive rows and send follow-up alert via email.

Benefits

4.1. Boosts client retention and class attendance rates automatically.
4.2. Saves manual effort and reduces chance of overlooking lapsed clients.
4.3. Enables consistent personalized outreach across channels.
4.4. Gathers valuable feedback from former clients for service improvement.
4.5. Increases efficiency in client management and enhances revenue stability.