Recipe No. 46 · Lead management

Trial class sign-up nurture

Send a 3-email sequence to people who book a free trial class, ending with a membership offer.

Serves
Gyms & studios
Made with
Zapier
Prep (setup)
~20 min est.
Yield
1–2 hrs/week saved, est.
Level
Beginner
Plan needed
Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
Est. SMS cost
No SMS needed
Flow at a glance
  1. TriggerTrigger
  2. Step 2Mailchimp 'Add/Update Subscriber' with tag…
  3. Step 3In Mailchimp, build a journey on tag 'trial'
  4. Step 4Exclude contacts tagged 'member' so you…
  5. Step 5Test with dummy data, then turn it on and…

Ingredients

  • Booking or lead form
  • Zapier
  • Mailchimp or similar
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free

Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.

Method

  1. Trigger: new trial booking (booking app or form).
  2. Mailchimp 'Add/Update Subscriber' with tag 'trial'.
  3. In Mailchimp, build a journey on tag 'trial': day 0 what to bring, day 2 how was it, day 5 membership offer.
  4. Exclude contacts tagged 'member' so you don't pitch existing members.
  5. Test with dummy data, then turn it on and review results for the first week.

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