Workflow packet Retention queue Mindbody + Glofox, then Wodify feed the packet before anyone starts chasing. Studio floor

The manual reality today

  1. 01

    No one has the full retention picture

    attendance, membership status, pause requests, payment records, and member messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.

  2. 02

    The retention clock is easy to miss

    When a member stops attending, asks to pause, or approaches renewal, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.

  3. 03

    Retention proof disappears into side channels

    Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.

How Imagine handles it

  1. 01

    Pull in the moving retention pieces

    Imagine watches attendance, membership status, pause requests, payment records, and member messages for new activity, stale items, and changes that affect the work.

  2. 02

    Put retention context in one place

    Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.

  3. 03

    Shape the human-facing retention step

    Imagine drafts a churn-risk list, check-in draft, and manager exception summary using your rules, tone, and thresholds, then flags anything that needs judgment.

  4. 04

    Sync the approved retention update

    After review, approved actions are recorded in the membership system and CRM with the context, approver, and timestamp preserved.

Works with the tools you already run

  • Mindbody
  • Glofox
  • Wodify
  • Stripe
  • Klaviyo
  • Mailchimp

What changes

Retention opens with context

Prep work and status checks run continuously, so the team sees the few items that actually need a decision.

Customers get steadier retention updates

Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.

Retention review is cleaner later

Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.

Frequently asked questions

How does Imagine handle retention?

Imagine watches attendance, membership status, pause requests, payment records, and member messages, spots when a member stops attending, asks to pause, or approaches renewal, and prepares a churn-risk list, check-in draft, and manager exception summary for review. Approved actions sync back to the membership system and CRM with the supporting context attached.

Who approves retention actions?

You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the membership system and CRM is updated.

Which systems are used for retention?

This workflow can connect to systems such as Mindbody, Glofox, Wodify, Stripe, Klaviyo, Mailchimp. Imagine works on top of those tools instead of replacing the system of record.

What does the team see for retention?

The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so members feel noticed before they drift away.

Hand the busywork to a system you can trust.

See how Imagine handles your messiest back-office loops, end to end, with a full audit trail and your team in control.

Get Early Access No access to your systems required to start the conversation.