Implementation playbook
The workflow details buyers need before a demo.
Resolve the practical workflow details before routing callers: what the agent says first, which fields it captures, when it stops, where the record goes, and which plan shape usually fits.
Sample call flow
- Classify trial, membership, class schedule, personal training, cancellation, billing, event, or location question.
- Identify membership, trial, class, event, billing, or cancellation intent
- Answer approved schedule and policy questions
- Book intro sessions or route sensitive account issues
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Caller, location, desired class or service, trial interest, preferred time, membership status, and callback number
- Cancellation or billing reason, trainer preference, and waiver or policy reminder where approved
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer cancellations, billing disputes, injuries, angry callers, and high-value membership leads
- Create trial-booking or membership callback tasks
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not provide health, injury, or nutrition advice
- Do not override cancellation, waiver, or billing policies
- Do not promise trainer availability outside schedule rules
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- Calendar, CRM, membership system note, Slack or Teams front-desk alert, sheet for trial leads
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Starter for schedule FAQ and callback capture
- Growth for trial booking and membership lead routing
- Scale for multi-location studios and campaign overflow