Member onboarding and engagement workflows
The 14 days after a member joins is when most churn happens - and the difference between a good onboarding flow and a bad one is enormous. Automate the high-touch experience.
The 7-touch new-member onboarding
| Day | Channel | Content |
|---|---|---|
| 0 (immediate) | Welcome + login link + Community invite + Module 1 starting point | |
| 0 (15 min later) | SMS | "Welcome! Hit reply if you have any questions getting started." |
| 1 | "Did you start Module 1?" + tactical tip + community spotlight | |
| 3 | Member-only resource (PDF, template, swipe file) | |
| 7 | Check-in: "How's it going? Any questions?" | |
| 10 | SMS | Reminder of next live event / office hours |
| 14 | Celebration milestone + first-win social post (if community) |
How to build it
Go to Automation → Workflows → "+ New Workflow"
Trigger: "Membership purchased" or "Course access granted"
Add Wait + Send Email + Wait + Send SMS steps following the cadence above
Add a condition before each step: "only continue if member has not unsubscribed"
Add a branch: if member has logged in and started Module 1, send celebratory message; if not, send encouragement
TIP — Re-engagement workflow for inactive members
Build a separate "inactive member" workflow that triggers if a paid member hasn't logged in for 14+ days. Send 2 emails over 7 days asking what's getting in the way and offering a 1:1 call if they're stuck. This single workflow recovers 15–25% of would-be churners in most subscription businesses.
