Client Since
September 2023
Industry
Fitness & Wellness
Region
United States
Model
Fitness & Wellness
The Challenge: Operational Friction
Communications, assets, and client records were fragmented: overflowing inboxes, ad-hoc graphics for promos, manual invoice tracking, and a CRM that didn’t reflect real-time client status.
- Overflowing & unmanaged inboxes
- Ad-hoc, inconsistent visual branding
- Manual, error-prone invoicing
- Stagnant CRM data and lead tracking
Total Operational Cleanup
Email Management
Structured inbox with labels, rules, and response SLAs; created templated replies for bookings and renewals.
Creative & Flyers
Designed on-brand flyers and social graphics; built a reusable asset library for lightning-fast promo turnarounds.
Invoice & Admin Ops
Standardized estimates/invoices with status tracking; reconciled paid vs. overdue with weekly summaries.
CRM Management
Cleaned/deduped contacts; set up pipelines, tags, and automations for trials, freezes, and renewals.
Client Management
Coordinated scheduling, waitlists, onboarding checklists, and satisfaction touchpoints for high retention.
Workflow Automation
Automated trial-to-active transitions and follow-up sequences to ensure no student slips through the cracks.
The Impact
Reusable design systems keep weekly class and seasonal campaigns professional and quick to ship.
Standardized invoicing and reminders reduced overdue balances and made month-end reconciliation straightforward.
Stages and automations show exactly who is active or paused—so follow-ups happen exactly on time.
Routine updates run in the background, freeing up time for training, partnerships, and high-level program design.
“We brought predictable response times and clear cash flow to the business, ensuring Mile High Fitness looks as professional as their training.”