Key Workflows

The workflows that matter most, grouped by where a contact is in their journey.

The previous three sections covered the building blocks of workflows: triggers start them, actions execute steps, and conditions route contacts down the right path. This section puts it all together by walking through the actual workflows that run your location every day.

Instead of listing all 300+ workflows, these pages focus on the ones that directly affect your contacts. They are organized by where a contact is in their journey with STRONG:

Source

Website Form

Source

Facebook / Instagram Ad

Source

Core Account Created

Stage 1

New Leads

Welcome SMS + email, studio notification, Leads Pipeline card

Lead purchases intro offer in Core
Stage 2

New Intro Offers

Purchase detection, welcome sequence, Intro Offer Pipeline card, day-by-day setup

Enrolled in attendance + daily tracking
Stage 3

During Intro Offer

Day 1 to Day 15 progression, visit tracking, nudges, upsell emails

Won

Purchased membership

Lost

Disengaged

Expired

Offer period ended

Stage 4

Membership Journey

60-day nurture, milestones, birthdays, suspension handling

Runs at every stage

System Workflows

User assignment, date stamping, notifications, DND handling, cross-pipeline sale marking

StageWhat happens
New LeadsA lead arrives from the website, a Facebook ad, or Core. Workflows send the first SMS, notify the studio, create a pipeline opportunity, and start the follow-up sequence.
New Intro OffersA contact purchases an intro offer. Workflows detect the purchase, set up their pipeline card, send the welcome email and SMS, and prepare the day-by-day tracking.
During Intro OfferThe contact is in their intro offer period. Workflows track each visit, send timed check-ins, nudge booking if they have not attended, and trigger the membership upsell near the end.
Membership JourneyThe contact has converted to a membership. Workflows run the 60-day onboarding nurture, celebrate attendance milestones, handle birthdays, detect absences, and manage status changes.
System WorkflowsBehind-the-scenes utilities that run at every stage: assigning users, stamping dates, sending internal notifications, handling DND opt-outs, and marking sales across pipelines.

Each page explains which workflows are involved, what they do step by step, and how they connect to each other. You do not need to memorize these. The goal is to give you enough understanding to know what automated messages your contacts are receiving, where to look when something seems off, and what to flag to HQ when something needs adjusting.