# 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."

| Locations | Total | Actioned | Adapted | Escalated | No action |
|-----------|-------|----------|---------|-----------|-----------|
|           | 214   | 47       | 31      | 6         | 130       |

### #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.