Workflows that orchestrate coaching

A coach writes down the check they’d run, the number that would worry them, and the call they’d make. It happens at every location.

Soft week recoveryNightly compliance sweepNew hire onboarding

What the coach typed

"When next week drops below 70% booked, check what campaigns are running and pull the lapsed client list. Draft the reactivation offer. Hold it for the owner to approve."

#331

Actioned 62% booked. Draft ready for 340 lapsed clients.

#118

Adapted Promo already live. Suggested extending it.

#402

Escalated New owner, week six. Too early to automate.

#052

No action Seasonal dip. Below this region's threshold.

A hundred and thirty locations got nothing, because they didn't need anything.

A coach’s expertise, arriving the moment it matters

Every workflow here was written by a coach who knew where the growth was hiding. Each one now runs at every location that fits, on that location’s own numbers, at the hour it matters.

Health & WellnessHome ServicesSenior CareChild-care & EducationQSR / F&BBusiness Services

Revenue

• Soft week recovery
  Bookings below 70% → lapsed client list pulled, reactivation offer drafted

• Membership at risk
  Active member, no visit in 30 days → check-in drafted for the front desk

• Retail attach gap
  Retail per visit below territory median → the script the top quartile uses

Marketing

• Review response
  Rating below three stars → response drafted, held for the owner

• Class fill push
  Class under half booked 48h out → local promo drafted from brand assets

Compliance

• Practitioner licence
  Credential expiring in 30 days → renewal chased, escalated at 21

• Sanitation log
  Nightly close → photo check per station, scored, failures routed

Operations

• No-show pattern
  No-show rate above standard two weeks → deposit policy prompted

• Rebook drift
  Rebook rate declining three weeks, no alert set → surfaced to the coach

The coach types a play. EZee Assist builds the workflow.

A coach who has never configured anything can write one in a couple of minutes. Dana never opens a canvas.

DRDana R.
Field coach
Step 1 · typed
When next week drops below 70% booked, check what campaigns are running and pull the lapsed client list. Draft the reactivation offer, hold it for the owner to approve, and tell me it went out.

Plain language
2 min

Soft week recovery
Step 2 · what runs

Trigger
Bookings for next week below 70%

Reads
Scheduling · active campaigns · lapsed client list

Drafts
Reactivation offer, brand template

Approval
Owner, before send

Notifies
Territory coach on send

Scope
All locations · adjustable per region

Author
Dana R., field coach

Knowing what to look for was never the problem. Watching for it everywhere was.

Six kinds of trigger

Hardest to catch by hand

• Schedule
  A fixed clock you set. Nightly compliance sweep, every location, 2am.
• Threshold
  A number crosses a line. Bookings for next week fall below 70%.
• Date approaching
  Something expires or comes due. Insurance lapses in 14 days.
• Event
  Something happens in a connected system. A new hire is added to the schedule.
• Inbound
  Someone asks or submits something. An owner requests an out-of-policy refund.
• Drift
  A number moves quietly over time. Rebook rate declines three weeks running.

Every workflow developed is one nobody has to think about again.

A workflow written for one problem keeps solving it, and one that works in a single location can get published to the rest.

These workflows keep adapting after they ship. A workflow reads the same live data your coaches do, so when a threshold stops being the right one, a play is rewritten, or a location’s numbers move, it adjusts what it watches for and what it sends. Nobody reopens it to keep it current.

• Month 14
  HQ publishes the first four: Compliance sweep, soft week recovery, insurance renewal, day-one onboarding.
• Month 31
  Coaches add territory-specific ones. The plays a coach used to run by hand on a Monday morning.
• Month 64
  Owners submit their own, HQ publishes the best. A play written in one market runs in 200 locations by the end of the month.
• Month 1290+
  Most recurring work runs without anyone starting it. Coaches spend their weeks on the four locations that need a person.