This is the most important step in onboarding. Log into your CRM and work through all four tasks in one session. Each one builds on the last.
New members are paying the most attention in their first few days. That is when this message lands best. Adding it to your new member onboarding sequence means every new member automatically learns about their BoxEx access - without you doing anything each time.
Add this as a Day 3 or Day 7 email in your new member automation. After they have had a chance to settle in, this is the email that gets them excited about their full membership.
The link they need: theboxexchange.co/Request-Access - this is where new athletes request to join your gym's BoxEx roster. When they submit the form, you get a confirmation email and can approve them with one click. Use your gym's email address as the gym identifier in the form.
Hey {First Name},
Now that you have had a few days to settle in, we wanted to make sure you knew about one of the benefits that comes with your membership here.
{Gym Name} is part of The Box Exchange Network - the CrossFit drop-in network connecting affiliates across the country. As one of our athletes, you have a free first class at any participating BoxEx gym when you travel.
To activate your access, visit the link below and use your email address to connect to our gym's roster. Once we confirm, you are set.
Activate your access: theboxexchange.co/Request-Access
Use this email address as your gym identifier in the form: {Gym Email Address}
We will send you a confirmation once you are added. Any questions, just ask at the front desk.
{Gym Name}
Hey {First Name} - as part of your membership at {Gym Name}, you have access to free drop-ins at CrossFit gyms across the country when you travel. Activate it here: theboxexchange.co/Request-Access - use your email address in the form and we will confirm you from our end.
Past members left for a variety of reasons - life changes, work, injury, timing. Many of them still think fondly of your gym. A message with genuine new value is a real reason to reach back out. Send these two emails about a week apart.
Hey {First Name},
We have been thinking about you and wanted to share something new we just added at {Gym Name}.
We recently joined The Box Exchange Network, which gives our members access to CrossFit gyms across the country when they travel. It is a benefit we are genuinely excited about and it made us think of you.
If the timing ever feels right to come back, we would love to have you. The door is always open here and we would be glad to catch you up on everything that has changed.
Just reply to this email or stop by anytime.
{Gym Name}
Hey {First Name},
Sent you a quick note last week about some new things happening here. Did not want it to get lost in the inbox shuffle.
If you have been thinking about getting back into a routine, there is never a bad time to come back. We have always believed you found something real here and we would love to see you again.
Reply to this email and we will set something up.
{Gym Name}
People who showed interest but never committed often just needed a better reason or a better moment. A new benefit is a real reason to reach back out without it feeling like a sales push. Send these two emails about a week apart.
Hey {First Name},
You showed interest in {Gym Name} a while back and we have been meaning to reach out. We recently added something new that we think is worth sharing with you.
We just joined a national network called BoxEx that gives our members access to CrossFit gyms across the country when they travel. So on top of everything you would get here - great coaching, a real community, results that actually stick - your membership would also work in any city you visit.
If the timing feels better now, we would love to have a conversation. No pressure - just wanted you to know what is available.
Reply here or come in for a visit anytime.
{Gym Name}
Hey {First Name},
Sent you a note last week and did not want to bother you again after this. Just wanted to make sure you had a chance to see it.
If CrossFit ever feels like the right fit, {Gym Name} is here. Our door is always open.
{Gym Name}
Click your platform below for step-by-step instructions. If yours is not listed, use the General guide at the bottom - it works for any system. And if you get stuck, book the 15-minute call below.
Every CRM is different but they all have the same underlying feature. You are looking for one of these things - search your CRM for any of these terms:
Search your CRM for:
- "Automated emails" or "Email automation"
- "Workflows" or "Sequences"
- "New member onboarding" or "Welcome series"
- "Triggers" or "Campaigns"
Can't Find It? Book a 15-Minute CRM Call.
We will walk through your specific system with you and get it set up together. Takes 15 minutes. Takes the guesswork out of it entirely.
Book a 15-Minute CRM CallIf you only do one thing from this step, make it Task 1 - the new member email. That is the one that matters most long-term.