Wellness Startup Series: Day 68

Create a Client Follow-Up Protocol

Following up with clients after sessions shows care and increases retention. It also provides an opportunity to upsell packages or get feedback.

Next Steps:

• Design an email template or text message for post-session follow-up.

• Decide on timing (e.g., 24 hours after session).

• Automate via your CRM or booking system.

Resources:

• 17Hats Email Automation - [Learn more]

• Client Follow-Up Email Templates - [View here]

• Calendly Workflow Automations - [Read here]