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Lead Notifi · Yoga & Wellness Studios
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Package Renewal Reminder Bot for Yoga & Wellness Studios

A few days before a class package runs out, the bot checks in automatically — "renew now," "need info," or "not continuing" each lead somewhere genuinely different, so the studio keeps practitioners engaged without a single manual follow-up call.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically off the remaining-class count, then a three-way Quick Reply split routes members into direct renewal, an instructor conversation, or a soft churn capture — all three reconverge at tagging and a closing message.

1.LogicTriggerWhen 2 classes remain in the current package (CRM record)
2.CommunicationQuick Reply — branches into 3 paths: Renew Now / Need Info / Not Continuing
3.LogicSet Tagrenewal-followup-done
4.CommunicationQuick Reply

START

Trigger

Fires On (Required)

When 2 classes remain in the current package (CRM record)

57/200

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Your class package is almost done! Would you like to renew?

59/1024

Buttons (Max 3)

Renew Now

9/20

Need Info

9/20

Not Continuing

14/20

IF RENEW NOW

Text Input

Prompt (Required)

Great! Same package size, or would you like to switch?

54/1024

Set Tag

Tag (Required)

renewed

7/60

IF NEED INFO

Team Assignment

Assign To (Required)

Instructor

10/100

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

No problem — an instructor will share package details shortly.

62/1024

IF NOT CONTINUING

Text Input

Prompt (Required)

No worries — mind sharing why? It helps us improve.

51/1024

Set Tag

Tag (Required)

churned

7/60

Set Tag

Tag (Required)

renewal-followup-done

21/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thanks for the update! Wishing you well either way. 🧘

54/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant works through real renewal hesitation — inconsistent attendance, wanting a different class mix, budget — in the same conversation, rather than a member just tapping "Not Continuing" and disappearing.

Y

Yoga & Wellness Studios

Online
Hi Leela! You have 2 classes left in your package — want to renew?10:02 AM
honestly I only made it to about half my classes this package, feels wasteful to renew the same size10:02 AM
That's really useful feedback — would a smaller package, like 5 classes instead of 10, feel like a better fit for how often you're actually able to come?10:02 AM
yeah that makes more sense for me10:02 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: consistent, low-cost renewal outreach across every member nearing package end, but "Not Continuing" ends the conversation with just one soft feedback question — a member with a package-size mismatch never gets offered a better-fitting option.
AI agent: diagnoses the real reason for hesitation (unused classes, scheduling) and offers a genuinely better-fitting package size or class time — often converting hesitation into a renewal.
Best fit here: manual bot for scaling renewal reminders across the entire member base at near-zero cost; AI agent for members showing low utilization, where a smaller or more flexible package might actually keep them engaged.

Frequently asked questions

How does the studio know when a renewal reminder should fire?+
A TemplateTrigger fires when the CRM record shows the member has 2 classes remaining in their current package, so timing is based on actual usage, not a fixed calendar date.
What happens to a member who says they need more info?+
They're routed directly to an Instructor via a Team Assignment node and sent package details — not left waiting in a generic queue.
Can the bot recommend a different package size?+
The manual flow just asks "same package or switch"; the AI agent version can diagnose low utilization and proactively recommend a smaller, better-fitting package, as shown above.
Is this available on Instagram and Messenger too?+
Yes — the same TemplateTrigger → Quick Reply branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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