SwingFIT Team Comms Map

Every email we send, in plain language — front desk, coaches, and Member Success. When this happens, we send this, to this person. Click "See the email" on any card to open the real one. Updated 2026-07-17.

Someone new gets in touch

From the moment someone first reaches out, to the moment they're ready to book.

The instant reply to a new enquiry

WHENSomeone new fills in a form or messages us for the first time.
WHO GETS ITThe person who just got in touch.
WE SENDAn instant auto-reply tailored to how they got in touch — evaluation, intro session, membership questions, a referral, or our value report each get their own reply — telling them what happens next and making it easy to book. If nobody on the team follows up in time, we also send an internal alert — see the Team Emails section.
SEE IT
Four of the five versions below are real, live templates. The plain evaluation version (the default, oldest reply) has no local file saved — not shown, nothing invented.

The new-lead follow-up emails

WHENSomeone enquires but hasn't booked their first session yet.
WHO GETS ITThe new lead, at each step of a short follow-up series.
WE SENDA short series that explains what a first session looks like and makes it easy to book.
SEE IT
Step 2 sends one of four versions, picked by what we know about the person.

They book a session

Every booking type — evaluation, intro, bay, or a coaching lesson — gets its own confirmation and reminders.

The booking confirmation emails

WHENSomeone books and pays for a Swing Evaluation or an Intro to Golf session.
WHO GETS ITThe customer who booked.
WE SENDA confirmation email right away, then a short reminder the day before with what to bring.
SEE IT

The 'you started booking but didn't finish' email

WHENSomeone starts booking a Swing Evaluation but doesn't complete payment.
WHO GETS ITThe person who left the booking unfinished.
WE SENDA reminder that their evaluation slot is still waiting, so they can go back and finish booking.
SEE IT

The missed-evaluation rebooking emails

WHENSomeone misses their paid Swing Evaluation or Intro to Golf session.
WHO GETS ITThe person who no-showed their first paid session.
WE SENDA same-day email offering to reschedule, then a follow-up two days later if they still haven't rebooked.
SEE IT
Email file missing — no local template file could be found for this email (Same-day and 48h follow-up). Not shown; nothing invented.

The bay session emails

WHENSomeone books a bay for practice and play.
WHO GETS ITThe customer who booked the bay.
WE SENDA confirmation, a short check-in after the session, and — for non-members — a membership offer a few days later.
SEE IT

The pay-as-you-go lesson emails

WHENA non-member books a coaching lesson.
WHO GETS ITThe pay-as-you-go customer who booked the lesson.
WE SENDA confirmation, a 48-hour get-ready email, a reminder the day before, and a short follow-up after the lesson.
SEE IT

The member lesson emails

WHENA member books a coaching lesson.
WHO GETS ITThe member who booked the lesson.
WE SENDA confirmation, a 48-hour get-ready email, a reminder the day before, and a short follow-up after the lesson.
SEE IT

They become a member

What happens the moment someone's membership — or first pay-as-you-go purchase — goes active.

The new-member welcome emails

WHENSomeone's membership goes active for the first time.
WHO GETS ITThe brand-new member.
WE SENDA welcome series over the first month — what to do first, what good members do, a two-week check-in, and a 30-day recap.
SEE IT

The member education emails

WHENSent to active and paused members as a one-time series.
WHO GETS ITMembers and paused members.
WE SENDA short series explaining how membership works — the studio, how Member Success can help, policies, how we use data to coach, and how we track progress.
SEE IT

The pay-as-you-go welcome emails

WHENSomeone buys their first pay-as-you-go credits.
WHO GETS ITThe new pay-as-you-go customer.
WE SENDA welcome email the moment credits appear, then short follow-ups a few days later depending on what they bought.
SEE IT

We help them keep going

The emails that keep members active, informed, and improving between sessions.

The 'we miss you' check-in emails

WHENAn active member hasn't booked or visited in 21+ days.
WHO GETS ITThe member who's gone quiet.
WE SENDA check-in encouraging them not to let the habit drop, then a stronger nudge if they're still away two weeks later.
SEE IT

The early 'haven't seen you' nudge

WHENSomeone hasn't booked in 10 days — earlier than the 21-day check-in above.
WHO GETS ITAny customer starting to drift away.
WE SENDA friendly early nudge, well before they'd count as fully lapsed — the cheapest point to catch someone before they drift.
SEE IT

The progress report emails

WHENSent on a 30/60/90-day and quarterly schedule to members.
WHO GETS ITThe member, based on their own coaching data.
WE SENDA report showing real improvement since they joined — no raw scores or promises, just what's actually changed.
SEE IT

The day-before session reminder

WHENThe day before any booked session.
WHO GETS ITAnyone with a session coming up.
WE SENDA reminder of what's coming and what to expect. (This is the same reminder shown under 'They book a session'.)
SEE IT

The low-credit top-up offer

WHENA pay-as-you-go customer's credits are running low or about to expire, and they've actually been using them lately.
WHO GETS ITThe pay-as-you-go customer with a low or expiring balance.
WE SENDOne of two emails, picked automatically by how often they've been coming in: a top-up or expiry-save nudge for the usual case, or — if they've been in almost every week — a note suggesting a membership would work out better value than paying per session.
SEE IT

The 'your coaching credits are ready' emails

WHENSomeone is given coaching credits, or their credits are close to expiring.
WHO GETS ITThe member or pay-as-you-go customer with credits.
WE SENDAn email letting them know their credits are ready to use, with reminders before packs, practice time, or fitness sessions expire.
SEE IT

The pay-as-you-go-to-membership upgrade emails

WHENAn active pay-as-you-go player books 8+ sessions in 60 days but has no membership yet.
WHO GETS ITThe frequent pay-as-you-go player.
WE SENDTwo nudges suggesting a membership would work out better for how often they play.
SEE IT

The plan change emails

WHENA member's plan changes, or they consistently max out their current plan.
WHO GETS ITThe member whose plan changed or who's outgrown it.
WE SENDA confirmation of the new plan and price, or — for members maxing out their tier — a prompt suggesting the next plan up.
SEE IT

Money stuff runs by itself

Card reminders, payment receipts, and renewal notices — all automatic, one line each.

The card-is-expiring reminders

WHENA member's card on file is about to expire — 30, 15, and 7 days out.
WHO GETS ITThe member whose card is expiring.
WE SENDA prompt to update their card before a payment fails.
SEE IT

The payment-failed email

WHENA member's payment fails.
WHO GETS ITThe member with the failed payment.
WE SENDAn email asking them to update their card, so their membership isn't interrupted.
SEE IT

The renewal reminders

WHEN45, 30, and 7 days before a membership renews.
WHO GETS ITThe member coming up for renewal.
WE SENDA reminder of the renewal date and a recap of what their membership has delivered so far.
SEE IT

The billing receipts and notices

WHENAny billing event — a payment, a receipt, a card update, a renewal.
WHO GETS ITThe member or customer the billing event happened to.
WE SENDReal-time receipts and notices, straight from the billing system, for every billing event that happens.
SEE IT

If someone wants to pause or leave

Pause and cancellation confirmations, plus the win-back and list-cleanup emails for people who've already left or gone quiet.

The how-to-cancel reply

WHENA member messages Member Success directly to say they want to cancel — before filling in any form.
WHO GETS ITThe member who reached out about cancelling.
WE SENDAn immediate, on-policy reply explaining how to cancel, sent by the team.
SEE IT

The pause confirmation email

WHENA member submits a pause request.
WHO GETS ITThe member who asked to pause.
WE SENDA confirmation that their pause is set up.
SEE IT

The pause status updates

WHENA member's pause actually starts, and again 7 days before it ends.
WHO GETS ITThe paused member.
WE SENDAn update when the pause starts, and a reminder before billing picks back up.
SEE IT

The cancellation confirmation email

WHENA member submits a cancellation request.
WHO GETS ITThe member who cancelled.
WE SENDA confirmation of the cancellation, with the correct notice period or fee for their plan type.
SEE IT

The win-back emails for former members and lapsed players

WHENSomeone's membership ends, or a pay-as-you-go player hasn't been in for 60+ days.
WHO GETS ITFormer members and lapsed pay-as-you-go players.
WE SENDA short series checking in, reminding them what they're missing, and offering a free evaluation to come back.
SEE IT

The last-chance-before-we-stop-emailing-you emails

WHENA contact has gone fully cold and didn't respond to the 'stay subscribed?' email below.
WHO GETS ITFully inactive contacts, as a last step before we stop emailing them.
WE SENDOne final touch, then a second final touch, before we clean the list.
SEE IT

The 'want to stay on our list?' email

WHENA contact has gone fully cold.
WHO GETS ITThe cold contact, before we consider removing them from our list.
WE SENDA simple check asking if they still want to hear from us.
SEE IT

Emails the team gets (not customers)

These never reach a customer's inbox — they keep the team on top of things that need a human.

The daily and weekly ops summary

WHENEvery day and every week, automatically.
WHO GETS ITThe owners — not a customer.
WE SENDA digest that sums up bookings made, no-shows, members flagged at risk, and revenue movement, so the business stays visible without anyone building a report by hand.
SEE IT
Email file missing — no local template file could be found for this email (Daily/Weekly Ops Digest). Not shown; nothing invented.

The cancellation follow-up to the coach and Member Success

WHENThe moment a member cancels.
WHO GETS ITThe coach and Member Success owner responsible for that member — not the customer.
WE SENDA note naming who owns the save attempt, with the reason the member gave, plus a nudge if there's no outcome logged after 24 hours and an escalation after 48.
SEE IT

The weekly cancellation summary

WHENEvery Monday morning.
WHO GETS ITMax, Lucy, Akash, and Vic — not a customer.
WE SENDA simple internal summary, not a designed email — plain text the code builds fresh every week with that week's cancellation numbers.
SEE IT
Cancellation weekly digest - [date range] Total cancels: [number of cancels this week] | Save attempt logged: [number with a save attempt logged] | Escalated (48h): [number escalated] By reason [reason: count] [reason: count] Un-actioned (no save attempt logged, past 24h) - [name] - [name]
Built as plain text by the code at send time, not a designed template — shown here with the real structure it builds, no invented numbers or names.

The 'nobody's replied yet' alert

WHENA new enquiry hasn't been contacted within one business hour.
WHO GETS ITThe sales manager — not a customer.
WE SENDThis one isn't an email at all — it's a chat message sent straight to the sales manager, so a real person follows up before the enquiry goes cold.
SEE IT
SLA breach: lead [lead's first name] [lead's last name] ([lead owner's name]) uncontacted [how long they've waited] min. [link to the lead]
Sent as a chat message in Zoho Cliq, not an email — that's why there's no email file to show.

Coming soon

Still being built, or waiting on something else to launch first — no detail yet, just what's on the way.

Internal team reference — not for customers. Built from the communications Source of Truth, live-state as of 2026-07-20.