CoachFitOS Client Retention Triage (Retention)

CoachFitOS Client Retention Triage (Retention)

1. 01

   Open the Revenue Analytics dashboard and filter by MRR trend

   Identify clients whose MRR has dipped for two consecutive months. CoachFitOS surfaces revenue/MRR dashboards that aggregate payment data from Razorpay, UPI, and bank transfers.

2. 02

   Navigate to the Attendance Tracking module and review session logs

   CoachFitOS automatically tracks attendance duration. Flag clients with declining attendance over the last 30 days as at-risk candidates.

3. 03

   Use the at-risk identification feature to generate a client list

   The platform flags at-risk clients via engagement patterns. Export this list to prioritize outreach for renewal triage.

4. 04

   Review each at-risk client's diet plan engagement in the Diet Portal

   Check if meal plans are being viewed or followed. Low engagement here often signals a need for intervention before renewal.

5. 05

   Send targeted push notifications via the admin panel

   CoachFitOS supports unlimited push notifications. Craft a re-engagement message for each at-risk client, referencing their specific attendance or diet gaps.

6. 06

   Schedule a live session check-in via Zoom integration

   Use the Zoom session scheduling feature to book a one-on-one call. This personal touch can address concerns and boost retention.

7. 07

   Update the client's membership plan or offer a renewal incentive

   If the client is considering cancellation, adjust their plan in the membership management settings or apply a discount to encourage renewal.