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Course curriculum

  • 1
    (Part 1) Setting Up Your Account & Using Tasks
    • Setting up your account
    • Your first login, understanding the dashboard
    • Managing your account & Changing your email signature
    • Changing your email signature
    • What are tasks and how to manage them.
  • 2
    (Part 2) Understanding A Contact
    • Searching for a contact
    • Single contact view
    • Using Notes, a record of a leads history at your gym
    • Editing a contact
    • Contact Status and Temperature
  • 3
    (Part 3) Editing, Creating, & Sending Emails
    • Creating an email
    • Adding content to your email - Basic
    • Adding content to your email - Advanced
    • Editing An Existing Email
    • Sending a single email
  • 4
    (Part 4) Understanding Campaigns
    • Understanding Campaigns
    • Creating a Campaign
    • Building out Your Campaign and All Event Types
    • Creating Your Drop-In Process
  • 5
    (Part 5) Understanding Tags, Tag Rules, & Filtering Contacts
    • Understanding Tags
    • Viewing, adding and removing a contacts Tags
    • Viewing all and adding Tags in your account
    • Using Tag Rules
    • Filtering your Contacts and Sending Out Mass Emails
    • Filtering Contacts For Attendance Program, At- Risk, 10 Day No Show and more.
    • Send a leave review email to your members
  • 6
    (Part 6) Using Text Message Automation
    • Lighting a fire under your automations with texting
    • Setup Text Messaging Account
    • Sending text messages in campaigns
    • Receiving and replying to messages
    • Sending mass texts
  • 7
    (Part 7) GymWell Automations Overview
    • Tying it all together: GymWell + Hatchbuck
    • Calendly + Hatchbuck
    • Forms + Hatchbuck
    • Fitness Assessment, Pricing Lead Gen + Hatchbuck
    • GymWell Lead Automations in Hatchbuck
    • Ex: Understanding the Intro Process
    • GymWell Member Automations in Hatchbuck
    • Turning off an automation
  • 8
    (Part 8) The right way to use Hatchbuck in your Gym
    • Why it's important
    • The 2-second Hatchbuck form
    • How to handle leads that call in, message on social media, or walk in.
    • Handling post intro follow ups & no shows
    • Live and die by your contact notes
    • Your coaches, you and Hatchbuck
  • 9
    Do You Use HSN Nutrition? We can set it up for you!
    • We can provide you with everything you need for HSN!
  • 10
    Final Step & On Going Support
    • Confirm Your Rules Are Turned On
    • Make sure your plans are filtered correctly.
    • Final Step, Required
    • You've completed the course, have questions? Schedule a call with our Hatchbuck Coach.
  • 11
    Having an issue with members not being tagged properly? What to do and in depth details on how we pull from your Member Management System.
    • Data Collection from Member Management Systems & Frequency
    • Issues with your Member Management Data
    • Issues with Triib – Missing Granularity in Attendance Data
    • How to report an issue to 321goproject
  • 12
    Hatchbuck Deep Dive
    • Leads Flow Graphic
    • Member Automations Graphic
    • All Available Filters For Your Contacts
    • Writing a subject line that gets people to open
    • Running & Managing the Attendance Goal Program
    • Filtering Contacts For Attendance Program, At- Risk, 10 Day No Show and more.
    • Getting your hatchbuck api key
  • 13
    How to write email campaigns that don’t suck.
    • 1.0 | Frame the narrative
    • 1.1 | No one cares about your programs.
    • 1.2 | Who is your main character?
    • 2.0 | Your first campaign.
    • 2.1 | Case study: A Nutrition Challenge Kick Off
    • 2.2 | The most important part to creating your campaign.
    • 2.3 | Case Study Emails
    • 3 | Your turn.
  • 14
    Bettering your email open rate
    • Sending weekly workouts via email.
    • Cleaning Your Email List

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