Workflows that orchestrate coaching

Build the play once. It runs at every location.

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.

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 Locations: 214
• Actioned: 47
• Adapted: 31
• Escalated: 6
• No action: 130

Status Breakdown

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.

Industries

• Health & Wellness
• Home Services
• Senior Care
• Child-care & Education
• QSR / F&B
• Business Services

Revenue Workflows

• 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
• Marketing 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
• Compliance 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
• Operations 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.

Play Example

• Coach: Dana 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

• 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
• Hardest to catch: 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.

Workflows Adaptation

• 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 3: Coaches add territory-specific ones
The plays a coach used to run by hand on a Monday morning.

Month 6: 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 12: 290+
Most recurring work runs without anyone starting it
Coaches spend their weeks on the four locations that need a person.