Personalize Your Engagement Strategy with Client Groups
Last Updated on 24 December, 2025
January is consistently the biggest month of the year for new member sign-ups across the fitness and wellness industry. Studios see an influx of motivated clients eager to build new habits and commit to their health goals. However, despite this surge of interest, most studios lose more than half of these new members within just three months.
This drop-off highlights a critical challenge: attracting new clients is only the first step. Keeping them engaged is where long-term success is truly built.
Key takeaways:
- Personalizing communication is essential to improving client retention and engagement.
- Client groups help streamline operations while delivering more relevant messaging.
- Targeted outreach at each stage of the client journey drives long-term business growth.
Today’s consumers expect more than generic messaging or one-size-fits-all communication. According to a 2021 McKinsey & Company report, 70% of consumers now expect personalized interactions with the brands they engage with. Clients want to feel understood, supported, and recognized as individuals, not just another name in a database. When businesses fail to deliver relevant and timely communication, clients are far more likely to disengage and ultimately leave.
WellnessLiving takes the mystery out of client retention
That’s where personalization becomes a powerful retention tool. Our all-in-one software makes it easy to segment clients into meaningful groups. Whether they’re brand-new members, long-term loyal clients, or those at risk of dropping off, client groups allow you to create targeted communication touchpoints that feel intentional and relevant. By delivering the right message to the right group at the right time, you can strengthen relationships, improve engagement, and increase retention.
Join us to discover how to Personalize Your Engagement Strategy with Client Groups. This upcoming training webinar is led by Product Training Coordinator, Katie Zarco Cardoso, and Senior Product Manager, Avital Shinder. Together, they will walk through practical use cases and best practices to help you get the most value out of this powerful feature.
In this training webinar, we’ll break down how to best utilize client groups to better manage your client base, streamline your communication efforts, and ultimately grow your business. You’ll leave with actionable insights you can apply immediately to create more meaningful connections with your clients and reduce early churn, especially during the critical post-January period.
In this webinar, you’ll learn how to:
✅ Manage your business more effectively with client types and client groups to streamline daily operations.
Client types and client groups give you a clear, organized way to understand who your clients are and how they interact with your business. By categorizing clients based on shared characteristics, membership status, or engagement levels, you can reduce manual work and eliminate guesswork. This structured approach helps your team operate more efficiently by ensuring everyone is working from the same organized data.
Whether you’re managing schedules, memberships, or communications, client groups allow you to quickly identify and act on the right audience, saving time while maintaining a high level of service.
✅ Create client groups based on behaviors and milestones to personalize your communication strategy throughout the entire client journey.
Not all clients are at the same stage, and treating them as such can lead to disengagement. With behavior- and milestone-based client groups, you can segment clients based on actions like first visit, class attendance, membership renewal, or periods of inactivity.
This allows you to map out meaningful communication touchpoints at each stage of the client journey, from welcoming new members and nurturing early engagement to re-engaging at-risk clients and rewarding loyalty. Personalized messaging helps clients feel seen and supported, increasing retention and building stronger long-term relationships with your brand.
✅ Filter and create highly specific client groups within reports to support targeted correspondence and marketing efforts.
Client reporting becomes far more powerful when paired with advanced filtering and grouping capabilities. By creating targeted client groups directly within reports, you can identify precise audiences for follow-ups, promotions, or announcements. This enables you to deliver more relevant marketing campaigns and operational messages without overwhelming your entire client base.
Targeted correspondence ensures your communications are timely, purposeful, and aligned with each client’s needs, leading to higher engagement rates and more effective marketing outcomes. With clearer insights and more refined targeting, your team can make data-driven decisions that support both growth and client satisfaction.
Watch on demand now!
Use the link on the right of the page to watch the webinar. Or if you’re ready to see how WellnessLiving can help you manage your clients without stress, book a free, no-commitment demo!
Hosted by:
Katie Zarco Cardoso
Product Training Coordinator
Avital Shinder
Senior Product Manager
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