A client hasn't visited in two weeks and nobody has noticed. Your highest-paying member is quietly deciding whether to renew, and there's no record of when anyone last talked to them.
Left unchecked, a quiet client becomes a cancellation, a high spender who feels overlooked becomes a lost account, and a missed birthday becomes a small but real dent in loyalty. None of these moments announce themselves loudly, so by the time they show up as lost revenue, the opportunity to intervene is already gone.
WellnessLiving's reports and marketing suite close that gap. Pull the clients at risk report to catch drifting members within 14 days, build client groups for high-value spenders and missing birthdays, then attach retention and win-back automations so every one of these moments gets handled without you having to remember a single one.
Watch this if the data inside your business could be doing more work for you than it currently is.
Key Moments
00:00 Intro
02:27 What We're Covering Today
03:17 Clients at Risk: The Report
04:01 Filtering Your Risk Report
05:59 Setting Up Your Client Group
08:08 Retention Automation
10:01 Win-Back Automation Setup
12:39 Big Spenders: Who to Watch
15:01 Reviewing High-Spender Profiles
17:19 High-Value Client Group
19:44 Birthdays: The Missed Opportunity
21:22 Birthday Automation Setup
26:36 Personalizing Automations by Segment
28:11 The Win-Back Challenge
29:19 Your Action Plan: Pick One
32:46 Q&A Session
What You Will Learn
Pull the clients at risk report and filter it to the last 14 days to catch drifting clients while they're still easy to win back
Build an auto-updating client group for active members who haven't visited, so nobody has to manually track who's drifting
Activate a retention automation that reaches out before a quiet client turns into a cancellation
Set up a separate win-back automation with a small, tangible welcome-back offer for clients who've gone fully inactive
Run the sales summary by client report to identify your top-spending clients and protect that revenue
Create a manual high-value client group and route it into a retention automation with more personalized messaging
Find every client missing a birthday on file and automate the follow-up to close that data gap
Launch a birthday automation that triggers two to three touchpoints in the week leading up to each client's birthday
The fastest way to start is to open your reports, pull the clients at risk report, and filter it to the last 14 days. From there, build a client group for active clients who haven't visited and attach a retention automation to it. Once that safety net is running, move on to the sales summary by client report and the no-birthday-on-file client group.
Why Your Data Deserves a Second Look
Every business already has the answers to who's drifting, who's spending the most, and whose birthday is coming up, sitting inside its reports. Most owners never open them, and the ones who do often don't know how to turn what they see into an action. This session closes that gap with three reports and three automations.
Catching Clients At Risk Before They Cancel
The clients at risk report flags active members who haven't visited in the last 14 days, while there's still time to bring them back easily. Building a client group around that same criteria keeps the list current automatically, and layering a retention automation on top means every drifting client gets a timely nudge without anyone having to remember.
Protecting Revenue From Your Best Clients
The sales summary by client report surfaces your highest spenders, the top 20 to 25 percent who typically drive the majority of revenue. These clients expect a higher level of attention, so a manual high-value client group paired with a more personal retention automation makes sure nobody with real impact on your bottom line ever feels like an afterthought.
Closing the Birthday Gap
A missing birthday is an easy win hiding in plain sight. Setting up a client group for anyone without a birthday on file, then automating a simple email and text request, closes that data gap without extra effort. Once birthdays are captured, a second automation delivers two to three touchpoints in the week before each client's big day.