By jamescw
Lead nurturing and CRM automation for fitness studios. Connects Calendly, Notion, Stripe and Outlook into an automated pipeline.
Log a completed sales call with a lead and send them the membership link email. Trigger when the user says they just finished a call, spoke to someone, or completed a consultation.
Mark a lead as cold after the follow-up sequence ends with no response. Send a final no-pressure message and archive the lead. Triggered automatically after 4 follow-ups or manually.
Mark a lead as converted when they sign up and pay. Trigger when told someone has signed up, paid, or completed their membership purchase. Also triggered via Zapier when a Stripe payment is received.
Daily lead follow-up agent. Checks the Notion CRM for leads who received a membership link but haven't converted, and sends personalised follow-up emails. Run this on a schedule or when asked to check on leads.
Generate a pipeline report showing the current state of all leads. Trigger when asked for a leads summary, pipeline update, conversion report, or "how are the leads looking".
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