Choose your starting point
Templates for conversion, retention, and everyday operations.
AutomationsYour business,
Your business,
running in the background.
Welcome new families. Remind clients about their credits. Follow up when training goes quiet.
A WARM WELCOME, AUTOMATICALLYIllustrative workflow
WHEN THIS HAPPENSA new athlete joins
CHOOSE WHO TO REACHAthlete + connected guardians
Small moments. Less manual work.The follow-up
The follow-up
already has a plan.
Choose an example to see the trigger, the audience, and the next step.
Start the relationship wellMake the first
Make the first
hello count.
Give new athletes and their connected parents a clear next step from the moment they join.
Example workflow · Customize the audience and message01
TRIGGERNew user joins
02
AUDIENCETriggering user + connected guardians
03
ACTIONSend a personalized welcome
Before the window closesHelp credits
Help credits
become sessions.
Find clients with credits nearing expiration and remind them to make time for training.
Example workflow · Choose your timing and conditions01
TRIGGERCheck every Monday
02
CONDITIONSCredits available + expire in under 7 days
03
ACTIONSend a personalized credit reminder
Keep the relationship movingA quiet calendar.
A quiet calendar.
A timely check-in.
Reach active members who haven’t booked recently, with an invitation to get back into their routine.
Example workflow · Adjust the inactivity window01
TRIGGERRun a weekly check
02
CONDITIONSActive membership + last booking over 14 days ago
03
ACTIONSend a personal check-in email
Your workflows. In one place.Start with a template.
Start with a template.
Make it sound like you.
Choose a ready-made automation, adjust its conditions and message, then enable it when you’re ready.
Frontend interface mockup
Make the details yours
Set the audience, message, and timing for your business.
Enable and review
Use Execution Logs to see what ran and what each action returned.
You set the rulesRight people.
Right people.
Right moment.
Your voice.
Use the client information already connected to your coaching business.
Explore the automation playbookInclude their parents
Target an athlete and connected guardians on messaging and tag actions.
Choose the cadence
React to an event, or check daily, weekly, monthly, or on a specific date.
Keep it personal
Use names and relevant booking or credit details in your messages.
Control repeat sends
For scheduled checks, choose first-match behavior or send on every matching run.
A few practical detailsAutomation questions,
Automation questions,
answered.
Know what starts a workflow—and what stays in your control.
Do I need to build every automation from scratch?+
No. CoachIQ has templates for conversion, retention, and operations. Each starts inactive so you can adjust the products, conditions, and messages before enabling it.
Can automations run on a schedule?+
Yes. Scheduled checks can run daily, weekly, monthly, or once on a specific date, using the trigger’s timezone. Add at least one condition to define who qualifies.
Can messages reach parents as well as athletes?+
Yes. Messaging and tag actions can target the triggering athlete and their connected guardians. If the triggering user is a parent, this option does not add their children.
Will the same reminder go out every day?+
Not by default. Scheduled checks normally send once for a matching condition state; a person can qualify again after their situation changes. Choose every-run mode when repeated messages are intentional.
Can automations send SMS?+
Yes. SMS uses your messaging setup and SMS credits. Longer messages can use multiple billed segments, and emojis can reduce the number of characters that fit in a segment.
Can I test an automation before enabling it?+
Yes—but Test Run can perform real actions and send real messages. Keep a scheduled test limited to a test account or test tag, then review Execution Logs before enabling the intended audience.
More coaching. Fewer reminders to yourself.
Give the follow-up
Give the follow-up
a system.
See how CoachIQ keeps your next steps connected.
