Prepare reminders from package-expiry and renewal-due lists
Follow up with members whose payment records show a pending balance
Create re-engagement lists from inactive and absent-member segments
Keep enquiry and trial follow-ups tied to an assigned team member
Build each list from current member, package, attendance, payment, or lead data instead of sending the same message to everyone.
State whether the member should renew, pay, confirm, book, reply, or contact the team, and make the next step easy to understand.
Include only accurate details that the member needs, such as an expiry date, class update, pending balance, or assigned contact.
Use approved templates and current opt-in records, provide required opt-out handling, and follow Meta and local communication rules.
Assign replies and follow-ups to a team member so an automated reminder leads to a real conversation when needed.
Define the business event to measure—such as a completed renewal, collected balance, attended class, or converted enquiry.
Select members from an accurate package-expiry window
Confirm Meta approval, variables, language, and permitted message purpose
Check the affected class, audience, date, time, and trainer before sending
Verify the recorded balance and payment instructions before contact
Assign a staff member to handle questions and next actions
Record the renewal, payment, visit, booking, or enquiry that followed
Confirm sender setup, consent, unsubscribe handling, and reporting availability
Confirm provider, sender rules, permitted purpose, delivery fields, and charges
Confirm app configuration, member permission, and destination
Decide which contact attempts and outcomes belong on the member record
Define inactivity using a period and active-package rule
Connect each message to an assigned coach or staff member
Offer a useful next action and measure return visits from the selected group
State current terms and record the source and reward approval process
Contact only members who qualify for the stated package or service
Include taxes, dates, inclusions, exclusions, and applicable terms
Verify trainer, class, and service capacity before promotion
Record replies, completed upgrades, joins, and collected value
These are workflow examples, not promised outcomes. Set a baseline and measure the result using your own gym data.
How: Schedule approved renewal reminders for the expiry windows your gym selects
Result: Measure completed renewals from the selected expiry group
Track: renewal count and collected amount
How: Send class schedule updates and motivation messages
Result: Measure bookings or check-ins after the class update
Track: bookings, attendance, and replies
How: Send personalized upgrade offers to active members
Result: Measure accepted upgrades from the eligible segment
Track: offers sent, replies, and upgrades
How: Special comeback offers sent via WhatsApp
Result: Measure return visits from the selected inactive group
Track: replies, check-ins, and reactivations
How: New trainer, diet service, or class announcement
Result: Measure enquiries or purchases for the announced service
Track: interest, conversions, and collected amount
How: Send an approved milestone message with current referral terms where relevant
Result: Measure referrals recorded after the member message
Track: referral leads and completed joins
These examples are not approved Meta templates or active AdviceFit offers. Verify facts, consent, terms, and template approval before use.
Ask for these steps in a live demo and confirm which Meta templates, message types, and reporting fields apply to your account.
| Workflow | Audience | What to verify |
|---|---|---|
| Renewal reminders | Members approaching package expiry | Expiry filters, template approval, consent, ownership, and completed-renewal tracking |
| Payment follow-up | Members with a recorded pending balance | Balance accuracy, payment link or instructions, receipt flow, and follow-up status |
| Inactive-member outreach | Members selected by attendance gap and active package status | Attendance window, exclusions, message frequency, and return-visit measurement |
| Lead and trial follow-up | Open enquiries and trial visitors | Assigned owner, next-action date, conversation notes, and conversion status |