Who This Is For
This session is for fitness, wellness and beauty business owners who have Marketing Suite 2.0 available but have not yet activated their automations — or who have partially set things up and want a clear, ordered checklist to get everything live. If you are still manually following up with leads or losing members to drift and cancellations, this is where you close those gaps.
Your studio has leads coming in, members going quiet, and past clients who walked away months ago — and right now, none of them are hearing from you automatically. Watch this if you want a step-by-step walkthrough to get WellnessLiving's Marketing Suite 2.0 fully live, so your studio is capturing, nurturing, retaining, and winning back clients around the clock without manual effort.
Most business owners run their marketing reactively. A lead arrives and someone follows up when they find time. A member goes quiet and nobody notices for weeks. A past client disappears and the business moves on as if that person is never coming back. Every one of those gaps is revenue that was right there.
The cost of not having automations running compounds fast. Leads go cold.
Members drift. Past clients get picked up by whoever stays visible. None of this requires a marketing team or a big budget — it requires the right system switched on.
WellnessLiving's Marketing Suite 2.0 closes all three gaps with pre-built lead nurture, retention, and win-back automations, each paired with email and SMS, each firing automatically based on client behavior.
This session covers the complete setup sequence: email domain verification, SMS number activation, CAASI AI assistant installation on your website, and turning on all three automations — the full implementation in under an hour.
00:00 Intro
01:21 What This Session Covers
02:29 Why Marketing Is Your First Problem to Solve
03:36 Step 1: Verify Your Email Domain
05:14 Copy and Paste Your DNS Records
07:18 Step 2: Activate Your SMS Number
08:48 Enable Two-Way Texting in Marketing Suite
10:10 Step 3: Install CAASI on Your Website
13:30 Track Lead Sources in Your Dashboard
16:25 The 3 Core Automations Explained
18:32 Lead Nurture Automation Setup
22:35 Retention Automation Setup
25:29 Win-Back Automation Setup
30:28 The Win-Back Challenge
33:09 Your 5-Task Action Checklist
33:56 Q&A Session
What You Will Learn
Verify your email domain in Marketing Suite 2.0 so your automated emails land in inboxes instead of spam
Activate your dedicated SMS number and understand why email-plus-text produces higher conversion than email alone
Install the CAASI AI assistant on your website with a single code snippet to capture leads around the clock
Read your Lead by Source dashboard to identify which channels are producing revenue and cut what is not
Configure the Lead Nurture automation so every new lead enters a sequence within minutes of submitting their information
Set up the Retention automation to automatically re-engage active members who have not visited in 14 days
Activate the Win-Back automation to bring former clients back through a targeted intro offer sequence triggered at 90 days of inactivity
Set up Client Groups with conversion tracking to automatically flag leads as won or lost as they move through the pipeline
To get started, open Marketing Suite 2.0 in your app drawer and navigate to the Quick Start Guide. Verify your email domain first — this is the step that makes everything else work. From there, enable SMS under Grow Your Reach, install CAASI on your website using the code snippet in Channel Settings, and then go to Create Automation to activate your lead nurture, retention, and win-back sequences. The entire setup takes under an hour.
Your Marketing Engine Starts With Three Automations
Most fitness, wellness and beauty business owners lose revenue in three predictable places: leads that go cold, members who drift, and past clients who disappear without ever being contacted again. WellnessLiving's Marketing Suite 2.0 closes all three gaps with automations that run on their own.
Why Email Domain and SMS Come First
Before any automation can perform, two things need to be in place. Your email domain must be verified so messages land in inboxes rather than spam folders. Your SMS number must be activated because text messages carry the conversion weight — open rates are far higher than email, and responses happen faster. Both steps take minutes to start; SMS approval runs through the carriers and typically completes within a few business days.
CAASI Turns Website Visitors Into Leads
Most business websites have visitors who leave without a trace. The CAASI AI assistant answers questions in real time, handles objections, and routes visitors directly into Marketing Suite 2.0 as captured leads. Installation is a single code snippet added to your website's body tag. Once live, it works around the clock.
Three Automations, Three Revenue Problems Solved
The Lead Nurture automation fires the moment a new lead is created and walks them toward booking. The Retention automation triggers when an active member has not visited in 14 days and pulls them back before they cancel. The Win-Back automation targets former clients at 90 days of inactivity with an intro offer, using existing relationship trust to get them back through the door. Each automation pairs email and SMS for maximum reach.
Your Lead Dashboard Shows Where to Focus
The Marketing Suite dashboard's Lead by Source view shows every channel, the number of leads it produces, and the revenue those leads generate. A channel bringing in high lead volume with no revenue attached is a signal to reduce effort there. A channel bringing in fewer leads but higher revenue is where to double down. This view turns gut-feel marketing decisions into data-driven ones.