Workflows
Live · sample data
M
ShazzBiz · AI Solutions

AI workflow automation for Wellness & Fitness

Gyms · boutique studios · personal trainers · wellness centers

{{i:clock}}
An enquiry answered too lateAsked at 9:40 pm, answered the next afternoon
{{i:user}}
A trial nobody follows upOne visit, then silence
{{i:trend}}
A regular who slowly stops comingNoticed only when the membership is cancelled
ShazzBiz

An AI agent for your studio

Workflow automation and AI prototype · a sample studio, live

Member journeyActive5 steps · 2 approval points
{{i:play}} Test runPublish
1
Trial sign-upFree pass or class booking
InstagramWhatsAppWebsite
2
Instant follow-upReply in seconds, first visit booked
WhatsAppBooking
3
Conversion journeyNudges until they join, stops on sign-up
3 messagesCRM
4
Retention watchChurn-risk alerts when attendance drops
WeeklyCheck-ins
5
AI coaching supportPlans and check-ins drafted by AI
LLMProgrammes
{{i:cal}}
Waitlist auto-fillCancelled spots offered to the waitlist
{{i:user}}
Manager approvesFreeze, comeback and renewal replies
{{i:user}}
Trainer approvesNothing reaches a member unreviewed
Automated stepAI-powered stepHuman approval

Executions

Live
131runs today
99.3%succeeded
6 savg. reply
{{i:check}}
Trial sign-upInstagram DM · Lead 1
7:58:02
{{i:check}}
Instant follow-upWhatsApp reply sent in 6 s
7:58:08
{{i:check}}
First visit bookedThu 7:00 pm · Beginner Flow
7:58:09
{{i:check}}
Conversion journeyLead 4 · step 2 of 3 sent
7:58:21
{{i:check}}
Retention watch3 members flagged this week
7:59:00
{{i:check}}
AI coaching support9 plan drafts · waiting for trainers
7:59:14

Conversations

4 open
L1
Lead 1Instagram DM · beginner yoga?New
44
Member 44WhatsApp · move my classAnswered by AI
W
Website chatOpening hours on SundayAnswered by AI
9
Member 9WhatsApp · medical questionSent to front desk
63
Member 63Instagram · PT sessionsAnswered by AI
L1
Lead 1
Instagram DM · new lead
{{i:spark}} AI Agent 1 replying
Hi! Do you have beginner yoga in the evenings?9:40 pm
AI Agent 1 is checking the timetable…
Yes! Beginner Flow runs Tuesday and Thursday at 7 pm, and Thursday still has spots. Would you like to try a free class this Thursday?9:40 pm · AI Agent 1
Yes please, Thursday works!9:41 pm
{{i:check}}
Free trial booked · Thu 7:00 pm · Beginner Flow · Studio 2
{{i:bell}}
WhatsApp reminder · Wed 6:00 pm, the day before
Waiting
Take over

Agent trace

{{i:spark}} Live
{{i:check}}
Understand the message
Class enquiry · level: beginner · time: evening
{{i:check}}
Search the timetable
Class schedule
Beginner Flow · Tue & Thu · 7:00 pm
{{i:check}}
Check free spots
Booking system
Thursday 7:00 pm · 6 of 20 spots free
{{i:check}}
Write the reply
AI draft · studio tone
Auto-send allowed: class questions
{{i:check}}
Book the free trial
Booking system
Trial T-2381 · Thu 7:00 pm
{{i:check}}
Schedule the reminder
WhatsApp Business
Wed 6:00 pm · lead added to the CRM

Trial pipeline

this week

Trial booked 3

Lead 8Spin · Fri 6:30 amReminder set
Lead 11Pilates · Sat 9:00 amReminder set
Lead 12HIIT · Sat 10:00 amReminder set

Attended 3

Lead 6Strength · Thu 6:00 pmCheck-in queued
Lead 9Yoga · Thu 7:00 pmCheck-in queued

Follow-up running 4

Lead 4Spin · step 2 of 3Opened offer
Lead 7HIIT · step 1 of 3Replied
Lead 3Pilates · step 3 of 3Waiting

Joined 2

Lead 2Joined TuesdayMember
Lead 5Joined MondayMember
Lead 1Beginner Flow · Thu 7:00 pmTrial attended

Ready for a conversation

Front desk
L7
Lead 7 asked about personal training
HotCall
L4
Lead 4 opened the offer twice
WarmCall
L3
Lead 3 asked about class packs
WarmCall
{{i:wa}} WhatsApp · Studio 1
Great to see you at Beginner Flow today! How did it feel?

Lead 1 · follow-up sequence

{{i:check}}
THU 8:30 PM · WHATSAPP
Personal check-in

“Great to see you at Beginner Flow today! How did it feel?”

{{i:check}}
FRI 10:00 AM · WHATSAPP
Clear offer to join

“Here are the easiest ways to keep going. Your first week is already set up.”

{{i:check}}
SUN 10:00 AM · SCHEDULED
Reminder

“Still thinking about it? Thursday’s class has a spot for you.”

Timetable

Studio 2 · this week
Average fill 87%
Beginner Flow
Thursday 7:00 pm · Studio 2 · Trainer 2
20 / 20Full
Booked
3Member 3Reminder sent
25Member 25Reminder sent
52Member 52From waitlist ✓
Waitlist
41Waitlist 1 · Member 41Waiting
52Waitlist 2 · Member 52Waiting
17Waitlist 3 · Member 17Waiting
{{i:wa}}
“A spot just opened in Thursday’s Beginner Flow at 7 pm. Reply YES to take it.”

Retention watch

weekly check · attendance and bookings
4 members at risk
MemberPatternLast 8 weeksMembershipRisk
Member 123 visits a week → none in 14 days{{spark:3,3,3,2,3,1,0,0}}Ends FridayHigh
Member 31Missed 4 booked classes{{spark:2,2,3,2,2,1,1,1}}Renews in 3 weeksMedium
Member 8Visits halved this month{{spark:4,4,3,4,2,2,2,2}}Renews in 6 weeksMedium
Member 27No booking in 10 days{{spark:2,2,2,2,2,2,1,0}}MonthlyLow

What the AI does

{{i:spark}} AI Agent 1
{{i:check}}
Finds the member
Quarterly plan, ends Friday · 3 visits in 30 days
{{i:check}}
Checks the freeze rule
Up to 30 days, once a year · eligible
{{i:check}}
Checks trainers and classes
Trainer 2 free Monday 7 pm
{{i:check}}
Prepares the plan
2-week freeze · free comeback session

Reply for approval

Waiting for manager

Of course! We can freeze your membership for 2 weeks, so the days you missed are not lost. When you are back, Trainer 2 has a free comeback session on Monday at 7 pm. Shall we book it?

Approve freeze and sendEdit
{{i:checkg}} Membership frozen 2 weeks · new end date saved
{{i:checkg}} Comeback session booked with Trainer 2
{{i:checkg}} Renewal reminder 3 days before the new end date
Member 12’s phone
S1
Studio 1Business account
{{i:cursor}}
7
Member 7
Coaching client · Trainer 2
Goal
First 5K run
Assessment
Beginner runner · 3 days a week
Attendance
10 of the last 12 sessions
Note
Old knee injury · no jumping
Last check-in · via WhatsApp
“Felt good today, knee is fine.” · pain 2 of 10

Week 1 plan

Drafting…
Built from goal, assessment and attendance
Mon
Run / walk intervals · 20 min1 min run, 2 min walk · flat route
Wed
Low-impact strength · 30 min + 10 min knee mobilityNo jumps: knee note
Sat
Easy run · 25 minKnee-friendly route · soft surface
Daily
Check-in messageHow did today feel? Any pain? (1–10)
AI notes for the coach
• Knee note: no jumping, no downhill runs
• Attendance is high: 3 sessions a week is realistic
• Week 2 adds 5 minutes to each run if pain stays under 3
Approve and sendEdit

AI check-ins this week

0
client updates collected
Flag
Member 15
reported shoulder pain
Flag
Member 22
missed 3 sessions
On track
21 members
no action needed
9
plans drafted this week
7
approved by trainers
{{i:cursor}}
Active members700▲ 9%
Class fill rate60%▲ 12 pts
Trial to member20%▲ 8 pts
Monthly churn5.4%▼ 1.2 pts

Active members

last 12 months
▲ 21% in 12 months

Automations

6 running
Enquiry & trial booking148 enquiries · 52 trials booked
✓ Running
Trial-to-member follow-up21 trial visitors joined
✓ Running
Smart booking & waitlists64 cancelled spots refilled
✓ Running
At-risk member alerts14 flagged · 11 messaged
✓ Running
Personalised programmes9 drafts for coach review
! Needs approval
Renewal & upgrade journeys38 renewals on time
✓ Running

Class fill rate by type

YogaSpinHIITPilatesStrength
Stage 1 · Quick win

Fix the most painful task

Weeks 1–2
  • {{i:check}}Lead follow-up: every trial sign-up gets an instant WhatsApp reply and a booked first visit
  • {{i:check}}Missed-class and inactivity nudges
Stage 2 · Connected operations

Journeys that run on their own

Weeks 3–5
  • {{i:check}}Trial-to-member sequence
  • {{i:check}}Churn-risk alerts when attendance drops
  • {{i:check}}Failed payment recovery
  • {{i:check}}Referral and review campaigns
Stage 3 · AI workforce

Agents that draft, your team approves

Weeks 6–10 · then a monthly retention report
  • {{i:spark}}AI coach assistant for workout and meal plans
  • {{i:spark}}AI check-in agent that flags issues
  • {{i:spark}}AI voice agent for front desk calls
Delivery roadmap
Weeks 1–2
Lead follow-up and inactivity nudges
Weeks 3–5
Conversion, churn and payment recovery flows
Weeks 6–10
AI coach assistant and check-ins
Month 3 onward
Monthly retention report
Trial-to-member conversion up 20–40%
Churn down 15–25%
3–5 hours saved per coach per week
Works with the tools you already use
{{i:cal}}Your booking or membership system{{i:wa}}WhatsApp Business{{i:insta}}Instagram{{i:card}}Payments{{i:users}}Your CRM{{i:spark}}AI model of your choice
ShazzBiz

See this for your own studio

Book a free 20-minute automation audit. We’ll map 3 tasks you can automate first.

Book a free automation audit
WhatsApp +92 336 7362030
www.shazzbiz.com/industries/wellness-fitness
Sample data · fictional studio · generic names · Voice: ElevenLabs