Tagging & Automation Index
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TagStarts Automation?Manually or AutomaticallyOther Functions of TagFlowchart
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30 Day golf fitness challengenoAutoprevents duplicate sales series
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30 Day moblity programnoAutoprevents duplicate sales series
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Golf Fitness Prospectyesmanual or auto (contact us form)Starts sales sequence after inquiry and no Lead Magnet firstNew prospect from website inquiry
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PT Prospectyesmanual or auto (contact us form)Starts sales sequence after inquiry and no Lead Magnet firstNew prospect from website inquiry
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Rotary Athlete Prospectyesmanual or auto (contact us form)New prospect from website inquiry
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Massage Prospectyesmanual or auto (contact us form)New prospect from website inquiry
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PT Eval scheduled in personyesmanualsends what to expect videophysical therapy evaluation
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PT Discovery visit scheduledyesmanualsends what to expect videoSchedule a discovery visit
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Golf Eval scheduled in persnyesmanualsends what to expect videoschedule golf evaluation
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Golf Discovery visit scheduledyesmanualsends what to expect videoSchedule a discovery visit
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"Human Sales Contact"yesmanualstarts 25% and 40% email triggersadded when staff talks to prospect either on the phone or in person
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Eval onlyyesmanualsends reminder email in 14 days to fu with clientafter an evaluation
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undecided leadyes (undecided lead and Educational video series)autosends videos to clients reguraly for 6 months
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Online clientyes (online client welcome log in etc)autogets them their client emails
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noncompliant online clientyesmanualhelp staff get client back on trackadded by online coach
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clientyesmanualstarts welcome sequencenew membership
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alumniyesmanualstarts re-engagement seriesclient>alumni
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job applicantnoautomaticnone
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In Person Eval for Online Clientyesmanually for online client who came in live so they don't get an intake form. Coach and PT will meet to discuss needs
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ConsultingNoautomatic
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Golf ProNoautomatic
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nutrition coachingyesautomaticallynone
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PT Prospect OTFyesautomaticallynone
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PKB ParentnoManualhelps to organize for targeting
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