Member Onboarding & PAYGON — what's live right now
For Member Success — an educational look at the two automated welcome journeys running today. These send automatically, with no one on the team needing to trigger them.
Member Onboarding — live since 29 JunePAYGON — live since 7 July
The short version
Both journeys are live and sending to real people today. Nothing needs to be switched on.
Members: anyone whose membership goes Active from today gets the 5-email sequence below (Day 0/3/7/14/30). A current member sitting on their existing plan does not get anything new — only a fresh membership record (a new join, or a rejoin) triggers it.
PAYG: anyone who buys a PAYG pack gets the 3-email sequence below (Day 0/3/7) — this includes members buying their first PAYG pack and existing PAYG customers buying another one.
Click any row below to preview the actual email.
Member Onboarding — new & rejoining members
5 emails over the first month. Shown here: the Coaching Annual path — Practice and Monthly variants exist too, with the same cadence and lightly adjusted copy for the plan type.
Sent the moment a new membership goes Active. Plan summary, first-session CTA, key terms.
Nudge if they haven't booked their first coached session yet.
One-week check-in, shared across all plan types.
Two-week habit-building nudge, shared across all plan types.
Month-1 close-out, sets up the rest of the term.
PAYGON — pay-as-you-go onboarding
3 emails over the first week. Shown here: the Coaching pack path — Practice, Fitness, and Junior variants exist for Day 0, with the same Day 3/7 follow-ups for all pack types.
Sent within ~5 minutes of a PAYG purchase. Pack summary, first-session CTA, terms.
Sent if they already have a session booked against the pack.
Sent if no session is booked yet against the pack.
Sent if 2+ sessions used — a membership pitch, not a reminder.
Sent if fewer than 2 sessions used — an expiry reminder.
Built for Member Success awareness · not a build spec · reflects the templates live in CRM as of this session