Marketing Suite 2.0 Live, Part 2: Win Back Lost Clients on Autopilot | WellnessLiving Live

Your database has paying clients in it right now who stopped coming, and they probably didn't leave because they hated your business. They just drifted, and nobody reached back out. This video shows you how to fix that with one activation. Watch this if you're done leaving re-engagement revenue on the table.

You've spent real money getting clients in the door. Facebook ads, Google, Instagram, all of it. And somewhere along the way, some of those clients stopped coming. They didn't cancel dramatically. They just drifted. And now they're sitting in your database, completely cold, while you keep spending to find new people. The problem isn't your marketing budget.

Your past clients already know you, already paid you, and research shows lapsed clients re-engage at far higher rates than cold leads. You just need a reason to reach back out and a way to make it easy for them to say yes. This video shows you exactly how to do that with a pre-built automation inside WellnessLiving.

0:00 - Intro

5:22 - Why Lapsed Clients Convert 10x Better Than Cold Leads

7:13 - The Psychology of the Past Client (And Why Free Works)

14:19 - Email Domain + SMS Setup: Don't Skip This Step

18:36 - Win Back Demo: Building Your Free Offer

28:18 - Gating the Offer with Client Groups

31:21 - Configuring Triggers, Filters & Exit Criteria

38:07 - Email + SMS Cadence, Push Notifications & Staff Tasks

42:38 - The AI-Powered Copy That Rewrites Itself

48:06 - Reports, ISAAC AI & Tracking Your Results

54:30 - The $5,000 Win Back Challenge: How to Enter

59:42 - What's Next: Client Retention + June Live Event

What You Will Learn

This session covers the complete setup and activation of WellnessLiving's pre-built fitness studio win-back automation. You'll learn why past clients convert at dramatically higher rates than cold leads, how to configure email domain verification and SMS so your messages actually reach people, and how to build a free offer that removes every barrier a lapsed client has to walking back through your door. You'll also see a full live demo of the automation, including how to read your campaign reports and track re-engagements as they arrive.

  • Understand why lapsed clients re-engage at dramatically higher rates than cold leads, and why a free offer is the right move to get them back

  • Set up email domain verification so your win-back messages actually land in inboxes and not spam folders

  • Enable SMS and Message Center so every client reply from your campaign lands in one place your team can act on

  • Configure a free offer in WellnessLiving and connect it to the pre-built win-back automation as your call to action

  • Activate the 4.1 Win-Back automation with the right trigger, audience filter, and exit criteria already set for you

  • Use the Campaign Performance report to track opens, responses, and re-engagements as they come in

  • Use CAASI AI to review and personalize the pre-written email and SMS copy to match your business voice and offer

Why Lapsed Clients are Your Best Re-Engagement Opportunity

Cold leads require you to earn trust from scratch. Past clients already know your business, already paid you, and left for reasons that usually had nothing to do with you. Life got busy, routines shifted, and nobody reached back out. That gap is the opportunity. A well-timed message with a genuine offer removes the awkward barrier of a lapsed client having to explain themselves. The win-back automation handles that conversation for you, starting with warmth and moving toward a clear call to action over 6 days, alternating email and SMS, with a tone that says "we miss you" rather than "buy something."

Email Deliverability and SMS: Two Steps You Can't Skip

Before you activate any campaign, two things need to be in place. First, your email domain must be verified in WellnessLiving. Without it, your messages are far more likely to land in spam or get blocked entirely. The verification process takes a few minutes inside the Marketing Suite quick-start wizard, and WellnessLiving provides direct help links for every major domain provider. Second, enable SMS through Message Center. SMS open rates outpace email, and every reply from your win-back campaign lands in a single two-way inbox your whole team can see, respond to, and track in each client's profile.

Building Your Free Offer and Configuring the Automation

The call to action in the win-back automation is a free purchase option you create in WellnessLiving, whether that's a free week, two weeks, or a free class. Free works here because you've already paid to acquire these clients once. The goal is to remove every financial barrier to getting them back in. Once your offer is created, you link it to the pre-built 4.1 Win-Back automation as the campaign's call to action. The trigger is set to 90 days since last visit. The audience filter removes anyone with upcoming bookings. Exit criteria covers booking, attending, or purchasing, so clients exit the sequence the moment they re-engage.

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