Available Tools
The Method
The SwingFIT Standard
Your half of the Standard — sell the goal, "What's your Open?", and hold the relationship that retains members.
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Quick Reference
Member Success Quick Reference
The eval→join flow, the Open script, recovery lines, and member links.
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Member Success Tool
Game Plan Builder
Build a personalized, stage-by-stage plan with a member — ratings, pathway, lesson estimates, pricing, and a shareable summary. Use it in onboarding or a progress review.
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Member Success Tool
Customer Journey — Two Ways Forward
Membership vs Pay As You Go, side by side — pricing and what each includes. Walk a prospect or member through their options.
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Member Communications
Email Journeys — Team View
Every automated email and WhatsApp we send, grouped by stage — plus the pause & cancellation emails. Click a journey to see the sequence; click an email to see the full design.
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Team Reference
Decision Authority
Who handles what and when to escalate — common questions with answers, a self-check before going to Akash, and the three-step authority map.
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Team Reference
Pause & Cancel Pages
What swingfitacademies.com/cancel and /pause actually do — fee logic, timelines, what syncs to CRM, an FAQ, and a self-check before you send either link to a member.
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New System, Live Now
Every Cancellation Now Has an Owner
Every cancellation now gets a named coach and Member Success owner, a save window, and a one-tap outcome log (Saved, Paused, Downgraded, Lost). What's changing, the 5-step flow, and what's expected of you.
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New System, Starting Soon
Early Warning Before a Member Goes Quiet
A daily scan flags members going quiet or booking less, skips anyone who's paused, and drops one alert in Cliq with a 48-hour nudge to check in. What triggers it and what's asked of you.
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New System, Starting Soon
Catch the Gap Before the Next Lesson Doesn't Get Booked
A check runs a couple of hours after every lesson and flags anyone who hasn't booked their next session — or member who booked a lesson but skipped practice. What triggers it and what's asked of you.
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New System, Starting Soon
Credit Top-Up & Membership Nudges Are Live
A daily check emails PAYG customers directly when a credit pack is running low or expiring, based on their real usage — a top-up nudge or a membership suggestion. Member-facing and fully automated; nothing for you to send.
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New System, Live Now
Credit Reminders Are Live
What changes when a member gets coaching credits assigned — the reminder timing before they expire, and what's expected of you.
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Member Communications
Pause Lifecycle — Member Emails
All three emails a paused member receives, in order — request confirmed, pause starts, and the 7-day-out reminder. Reference if a member says one didn't arrive.
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New System, Live Now
What Counts as a Lesson
The shared standard for a delivered lesson — coached, swing video sent, report submitted, next session offered. What it means for coaches and Member Success.
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Team Reference
Clarifying Our Booking Terms
A clarification, not a change — the exact Play/guest wording to use with members, the two member emails going out this week, and the core rule: Play is never for solo bay time.
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New System, Starting Soon
The Pre-Lapse Absence Ladder
A new automated check-in that catches members going quiet at 5, 10, and 14 days — well before the At-Risk alert fires. What's live today and what's coming.
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