Loyalty Engine

Turn clients into fans who stay longer, spend more and send their friends.

A start that impresses, sessions that count, results you can prove, and clients who stay and refer.

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Without this

Sound familiar?

  • Clients email to ask what's happening with their work.
  • New clients don't know what you need from them, so things stall.
  • A client is unhappy and you find out when they leave.

A start that impresses

Within days of paying, a new client is welcomed, signed up and has their first session booked.

  • Their own client area: sessions, files, invoices and programme content in one place
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Every session counts

Sessions recorded and transcribed, with a summary and clear actions sent after every one.

  • Check-ins between sessions, and reminders for what they said they'd do
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Results you can prove

Results checked at set points. Problems come to you before they turn into a cancellation.

  • When a client gets a result, you capture it as a testimonial or case study
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They stay, and send their friends

The renewal conversation happens before the term ends, not after.

  • Payment plans and retainers run without chasing
  • Happy clients are asked for referrals, with an easy way to make them
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Loyalty Engine

What's included.

Each part is set up for you, and we make the changes whenever you ask.

  • Welcome and onboarding

    Every new client hears what happens next.

  • Onboarding form

    One form for the details and files you need from them.

  • Updates after the sale

    Confirmations, reminders and updates: sessions booked, notes sent, actions due.

  • Booking and rebooking

    Clients book and rebook the meetings and sessions they've bought.

  • Automated satisfaction survey

    Every client is asked how it went.

  • Problem routing

    A low score in the survey creates a task for you, so it gets put right.

  • Private follow-up

    An unhappy client gets a personal follow-up from you.

  • AI answers for existing clients

    Common questions answered in seconds, at any hour.

  • Your client area

    One place, with your branding, for their files, bills and bookings, and your courses and community if you run them.

  • Referral requests

    Happy clients get a link to pass your name on.

  • Loyalty and referral programme

    A programme built for your business, with the rewards you choose.

  • Plan renewals

    Renewal reminders and plan changes for clients on a plan.

Every plan includes all three engines, and your AI team running them. See the plans.

How it works

Set up for you. Running every day.

  1. We set it up

    We write your welcome messages, updates and common answers, set up your client area and connect every channel to one inbox.

  2. It keeps people posted

    Confirmations, updates and reminders go out on their own, and common questions get an answer in seconds.

  3. They stay, and send their friends

    Renewals and payments are handled, and happy clients get a link to pass your name on.

For example

A new client gets a welcome email and an onboarding form, then a reminder before their first session.