Personalize Your Engagement Strategy with Client Groups

Last Updated on 4 April, 2023

January is the biggest month for new sign ups, and yet most studios lose more than half their new members within three months. 

According to a 2021 McKinsey & Company report, 70% of consumers now expect personalized interactions with brands.  

Our all-in-one software makes it easy to segment clients into groups, allowing you to develop communication touchpoints unique to their journey with your business. 

Discover how to Personalize Your Engagement Strategy with Client Groups, with Product Training Coordinator, Katie Zarco Cardoso, and Senior Product Manager, Avital Shinder. 

In this training webinar, we’ll break down how to best utilize client groups to better manage and grow your business. 

You’ll learn how to: 

✅ Manage your business with client types and client groups to streamline operations. 

✅ Create client groups based on behaviors and milestones to personalize your communication strategy by outlining touchpoints at each stage of your client journey. 

✅ Filter and create specific client groups within reports for targeted correspondence and marketing. 

Watch on demand now!