Once a contact has purchased an intro offer and been set up by the workflows on the New Intro Offers page, a second layer of workflows takes over. These handle the day-by-day pipeline progression, visit counting, booking nudges, membership upsell, and the three possible exits: Won (converted to membership), Abandoned/Lost, or Expired.
The day-by-day pipeline progression
The Intro Offer Pipeline has 15 columns: Day 1 through Day 15, plus a “False Starter” column for contacts who purchased but have not attended. A set of 15 published workflows moves each contact from one column to the next, one day at a time.
How the daily workflows work
Each daily workflow (for example, “Day 05 > Day 6”) follows the same pattern:
- Update Pipeline Day sets the contact's “Intro Offer Pipeline Day” custom field to the current day number.
- Update Intro Offer Days Remaining recalculates how many days are left in their intro offer period.
- Remove from all other daily workflows removes the contact from every other Day X workflow to prevent double-processing. This is the “cleanup before processing” pattern.
- Wait 24 hours pauses for one day.
- Check: do they have a membership now? if they upgraded during the wait, marks the pipeline as won and stops.
- Move the pipeline card updates the opportunity to the next day's column.
- Check: do they still have an intro offer? if their intro offer expired during the wait, updates the pipeline status accordingly.
Why remove from all other daily workflows first?
Each daily workflow removes the contact from all 14 other daily workflows before doing anything else. This prevents a situation where a contact could be in two daily workflows at once if something re-triggers or delays. By the time the Wait step finishes, the contact is guaranteed to only be in one daily workflow.
Day 01 > Day 2 (representative example)
Moves a contact from Day 1 to Day 2 of their intro offer journey. All 15 daily workflows follow this same structure. Only the day number and pipeline column change between them.
The 15 daily workflows are:
| Workflow | Status | What it does |
|---|---|---|
| Day 01 > Day 2 | Published | Moves from Day 1 to Day 2 after 24 hours |
| Day 02 > Day 3 | Published | Moves from Day 2 to Day 3 |
| Day 03 > Day 4 | Published | Moves from Day 3 to Day 4 |
| Day 04 > Day 5 | Published | Moves from Day 4 to Day 5 |
| Day 05 > Day 6 | Published | Moves from Day 5 to Day 6 |
| Day 06 > Day 7 | Published | Moves from Day 6 to Day 7 |
| Day 07 > Day 8 | Published | Moves from Day 7 to Day 8 |
| Day 08 > Day 9 | Published | Moves from Day 8 to Day 9 |
| Day 09 > Day 10 | Published | Moves from Day 9 to Day 10 |
| Day 10 > Day 11 | Published | Moves from Day 10 to Day 11 |
| Day 11 > Day 12 | Published | Moves from Day 11 to Day 12 |
| Day 12 > Day 13 | Published | Moves from Day 12 to Day 13 |
| Day 13 > Day 14 | Published | Moves from Day 13 to Day 14 |
| Day 14 > Day 15 | Published | Moves from Day 14 to Day 15 (final day) |
Visit tracking
While the daily workflows handle the time-based progression, the Visits Update workflow handles the attendance-based progression. Every time a contact attends a class, this workflow fires and updates their visit count on the pipeline.
02. Intro Offer Visits Update | add to 1st Day Complete + adds 1 to Intro Offer Pipeline Visits
Fires when a contact's attendance total changes. Updates their visit count on the pipeline, transitions their status from 'Pre' (pre-first-visit) to 'Active', and recalculates remaining visits.
No-show handling
Two workflows handle contacts who are not attending. The False Starter Check catches people who purchase but never book their first class. The Attendance Check workflow catches people who attended once but then stopped.
03. Intro Offer Pipeline False Starter Check
Detects contacts who purchased an intro offer but have not attended any classes. Flags them to the studio and moves their pipeline card to the False Starter column for manual follow-up.
03. STRONG Intro Offer | Attendance Check, Booking Reminder after 3 days, Tasking after 7 Days of No Attendance
Monitors whether a contact who purchased an intro offer is actually attending. If they have not visited after 3 days, sends a booking reminder SMS. If they still have not visited after 7 days, creates a task for the studio to call them.
Attendance Check has offer-specific variants
There are separate Attendance Check workflows for STRONG Intro Offer, STRONG Experience, STRONG Starter, and UK/IE locations. They all follow the same pattern (3-day SMS, 7-day call task) but are separated so each can be published or drafted along with its matching Purchase Confirmation workflow.
Day 0 False Starter reset
If a contact is moved to the False Starter column in the pipeline (either manually by the studio or by the False Starter Check workflow) and then later books and attends, they need to re-enter the day-by-day progression. The Day 0 workflow handles this reset.
Day 0 | False Starter Column | When they're moved to 'False Starter' Column
Resets a contact's daily progression when they are moved to the False Starter column. Sets their pipeline day back to 0 and status to 'Pre', and removes them from all daily workflows so they can start fresh when they eventually attend.
Membership upsell
The upsell workflows trigger at two points during the intro offer: once the contact has either attended 3 classes or reached Day 8, and again when they complete 5 classes or reach Day 14. These are the conversion touchpoints that encourage the contact to upgrade to a full membership.
04. STRONG Intro Offer | 3 visits OR Day 8, add task and send Membership Options
When a contact reaches either 3 visits or Day 8 of their intro offer (whichever comes first), sends the membership options email and creates a follow-up task for the studio. Only fires if they have not already purchased a membership.
Regional variants exist
The 3-visit/Day 8 upsell has separate published workflows for USA/CA and UK/IE locations. These use different membership pricing and currency in the email content. There is also a STRONG Experience variant. All follow the same trigger logic and step pattern.
05. STRONG Intro Offer | 5 visits OR Day 14, send Intro Offer Complete email
When a contact completes 5 visits or reaches Day 14 of their intro offer, sends the completion email summarising their experience and presenting the membership upgrade as the next step.
Exit handling
Every contact on an intro offer eventually reaches one of three exits. Each exit has its own workflow that handles the cleanup: removing the contact from all daily workflows, updating the pipeline, and cleaning up tags.
The three exits
Won contact purchases a membership or package. Pipeline marked as won, daily workflows stopped.
Abandoned/Lost contact disengages. Studio marks them manually, or system detects no activity. Pipeline marked as lost, daily workflows stopped.
Expired intro offer period ends without purchase or manual intervention. Handled by the Status Update workflow on the New Intro Offers page.
Won: converted to membership
05. Intro Offer | Mark as sold if they've purchased a Membership or Packages in the Intro Offer Pipeline
Detects when a contact on an intro offer purchases a membership or package. Finds their Intro Offer Pipeline opportunity, removes them from all daily workflows, marks the opportunity as won, waits 14 days for reporting, then cleans up the pipeline card and tags.
07. Intro Offer Marked Won
Triggered when a pipeline opportunity is manually or automatically moved to the 'Won' stage. Performs the full cleanup: removes from all 14 daily workflows, checks for membership purchase, updates the pipeline, and cleans up after a delay.
Abandoned/Lost: contact disengaged
06. Intro Offer Marked Abandoned/Lost
Triggered when a pipeline opportunity is moved to the Abandoned or Lost stage. Performs the full cleanup: sets pipeline status, removes from all 14 daily workflows, waits for a delay, then removes the pipeline card and tags.
Abandoned/Lost removes from ALL daily workflows
When a contact is marked as abandoned or lost, the workflow removes them from all 14 daily workflows, not just the one they are currently in. This is intentional. Because the system cannot know which daily workflow the contact is currently active in, it removes from all of them to guarantee a clean exit. The same pattern is used by the Won workflow.
How all the pieces connect
Full intro offer timeline
Day 0 Purchase detected. Pipeline card created. Status: Pre.
Day 1 Daily progression begins. Day 1 > Day 2 workflow starts.
Day 3 If no visits: booking reminder SMS sent.
Day 7 If still no visits: call task created.
First visit Status changes from Pre to Active. Visit counter starts.
3 visits OR Day 8 Membership options email sent. Follow-up task created.
5 visits OR Day 14 Intro offer complete email sent.
Day 15 Daily progression ends. Contact exits via Won, Lost, or Expired.
What the contact experiences
From the contact's perspective during their intro offer:
- If they do not book: after 3 days they receive a friendly booking reminder SMS. After 7 days, the studio calls them personally.
- After their first class: they receive a check-in SMS (covered on the New Leads page under First Visit Complete Check-in).
- Around their third class or Day 8: they receive the membership options email showing them how to upgrade. The studio follows up to discuss membership.
- Around their fifth class or Day 14: they receive the intro offer completion email celebrating their journey and presenting membership as the next step.
- If they convert: the nurture messaging stops and they enter the membership workflows (covered on the Membership Journey page).
- If they do not convert: their intro offer expires, the pipeline card is cleaned up, and they sit in the system until a future campaign re-engages them.
The pipeline is a visual dashboard for the studio
The day-by-day pipeline progression is not just for automation. Studios use the Intro Offer Pipeline as a visual dashboard: they can see at a glance how many people are on Day 1 vs Day 10, who is in the False Starter column, and who has been marked as Won. The daily workflows keep this board accurate without any manual work from the studio.