Step 1 of 4 - CRM
 
STEP 1 OF 4 - CRM · ABOUT 8 MINUTES · DO IT ONCE, IT RUNS FOREVER
Step 1 - Most Important

Add One Email To Your New Member Sequence

Add one email to the sequence your CRM already sends new members, so every person who joins your gym after today hears about the network in their first days without you sending anything. This is the step that covers every future member, which is why it comes first.

Why This Is Step 1

Add It Once And Every New Member Gets It

A member who joins your gym in March finds out in her first week that her membership comes with a free class at 100+ boxes when she travels, every year. So when she takes a job with travel in June she books a class in that city instead of skipping the week, and in a slow month when she thinks about quitting, the free class waiting at the box near her sister's place is one more reason to stay. You add the email once, and every member you ever add after that gets it without you sending a thing.

Your current members are covered by the member list upload on the Start page, and each of them gets their welcome email straight from the network the day you upload it. New members keep walking through your door after that, though, and the upload does not know about them. The email you add here goes out on day 2 of every new membership from now on, while the member is still excited about joining, and you never have to send it by hand.

This is also the only place the per-member fee from the Start page applies: $10 a year for each member added after your day-one list, billed from the day they're added to your roster.

First, grab your gym's activation link.

Log in to your dashboard and your gym's activation link is right there. That link goes behind the button in the email below. It's unique to your gym, so every member who clicks it is connected to your gym and nobody else's.

Priority Task 1

Add a BoxEx Email to Your New Member Sequence

In your CRM, add one automated email that goes out to every new member within the first two days of joining. It introduces BoxEx as part of their membership. Set it once and it runs on its own from that point forward.

Send it on day 1 or 2: A new member reads everything you send her in the first week, and she is still telling her friends she joined. If she hears about the free class then, it is part of what she joined for, instead of something the gym forgot to mention months later.

New Member Email - Copy and Install In Your CRM

Subject: Your membership travels with you

Hey [First Name],

Welcome to [Gym Name]. You're two days in, so here is one thing about your membership you probably don't know yet: it comes with a free class at CrossFit gyms across the country when you travel.

We joined a network of CrossFit gyms across the country called BoxEx, and every member here is in it. When you travel, you get a free class at every gym in the network, every year. So on a work trip, a week at your in-laws', or a tournament weekend for the kids, you pull up the network on your phone, pick a gym in that city and a class time, and you show up and train.

They are coached classes like ours, and you book ahead from your phone, so the gym knows you're coming before you walk in.

One thing worth knowing: after you train at a gym in the network, you'll get asked to leave that gym an honest Google review. A lot of people pick a gym they've never walked into by reading those, and that goes for us too, so if you ever feel like leaving us one, we'd love it.

Here is where you turn it on:

[Activate my BoxEx membership - YOUR ACTIVATION LINK HERE]

It doesn't cost you anything and there's nothing to manage. It's part of being a member here.

See you at the gym,
[Owner/Coach Name]
[Gym Name]

Copy Email
2

Install It In Your CRM

Select your CRM below for a step-by-step walkthrough on exactly where to add the email.

1Log into your Wodify admin dashboard and go to Communications in the left sidebar.
2Select Automated Emails then find or create your new member onboarding sequence.
3Add a new email at Day 1 or Day 2 and paste the script above. Set the trigger to Membership Start Date.
4Save and activate. Every new member receives it automatically from this point forward.
1Log into PushPress and go to Automations in the main menu.
2Find your existing new member automation or create one. Set the trigger to Member Created.
3Add an Email action at Day 1 or Day 2 and paste the script above.
4Save and activate. It runs automatically for every new member from here.
1Log into Zen Planner and navigate to Setup then Email Automations.
2Open your new member drip sequence or create a new automation with the trigger set to Membership Start.
3Add a new message at Day 1 or Day 2. Paste the email script above and fill in your gym name and coach name.
4Activate the sequence. New members receive it automatically going forward.
1Log into Mindbody and go to Marketing then Automated Emails.
2Select New Client from the automation triggers and open your existing sequence or create a new one.
3Add an email step at Day 1 or Day 2. Paste the script above and fill in your gym name and coach name.
4Save and activate. The email goes out automatically to every new member from this point on.

The concept is the same regardless of what system you use. Here is what you are looking for:

1Find the section of your CRM that handles automated emails or member sequences. It may be called automations, drip campaigns, or email workflows.
2Locate your new member onboarding sequence. If you do not have one, create a simple one with this as the first email.
3Add the email script above at Day 1 or Day 2. Set the trigger to fire when a new membership starts.
4Activate and send yourself a test. Once live, every new member gets it automatically.

Not sure where to find this in your system? Book a quick call below and we will walk you through it in 15 minutes.

Send Yourself A Test, Then Add The Day-9 Nudge

After you save and activate: send yourself a test and BCC hello@theboxexchange.co on it, so we can see the email went out and confirm your gym is live.

Optional but smart: the day-9 nudge. Not everyone clicks the first time. Add this short follow-up at day 9, sent only to members who haven't activated:

Day-9 Nudge - Optional Follow-Up

Subject: Still here when you travel

Hey [First Name],

Quick reminder: your [Gym Name] membership includes a free class every year at CrossFit gyms across the country when you travel. You just haven't activated it yet.

Here's the link again:

[Activate my BoxEx membership - YOUR ACTIVATION LINK HERE]

[Owner/Coach Name]
[Gym Name]

Adding members by hand. The CRM email covers everyone who joins from now on. If you ever need to add someone directly, a member who slipped through or a coach who just joined your staff, go to theboxexchange.co/manage-members and add them there, and they get their welcome email from the network right away. Use the email or the manual add for each person, not both, or they get two invitations.

Want Help Getting This Set Up?

If you want a hand getting the new member email installed we can do it together in 15 minutes. Book a time and we will walk through your specific CRM on the call.

Book a 15-Minute CRM Call
Your three tasks ABOUT 8 MIN
It is unique to your gym, so anyone who uses it is connected to your gym and nobody else's. It goes behind the button in the email in the next task.

Log in to your BoxEx dashboard and copy your activation link. Cannot find it after logging in? Email hello@theboxexchange.co and we will send your link within a day.

The email is written for you and it is in the section above with a copy button. You do not have to be the one who puts it into your CRM.

Fastest path: have your CRM support build it. If you do not recognize your CRM's automation screen, do not go hunting for it. Paste this to your CRM's support chat:

Hi - I want an automated email sent to every new member 2 days after their join date. One email, once per member. I will paste the email text below. Can you set this up or walk me through it?

Doing it yourself? Use the walkthrough for your CRM in the section above. Rather do it together? Book a 15-Minute CRM Call.

Run one test member through your new-member flow and you will see the email go out, and after that you never have to check it.

Run one test signup through your new-member flow and BCC hello@theboxexchange.co on the send. Within 24 hours, BoxEx emails you back confirming your gym is live. No confirmation, or your CRM cannot BCC? Book the 15-minute call , because this is the step that covers every future member and we want to see it go through.

Say this at the front desk when someone joins

The email reaches them on day 2, and this is what you say the day they join. Word for word or make it yours:

"Awesome, you're in. One more thing you just got: we're part of a network of CrossFit gyms across the country called BoxEx, so when you travel you get a free class at any gym in the network, every year. You'll get an email about it in a couple of days with a link to turn it on."

Step 1 Done - Next: Announce It

Step 2 of 4 - about 15 minutes