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First Visit Workflow & Reviews

Last updated on Aug 22, 2025

First Visit Workflow & Reviews

Use the First Visit workflow to turn first impressions into lasting relationships and great public reviews. The flow is simple: Attract → Engage → Convert.

1) Attract

Right after a student’s first class is the perfect moment to reach out. Acknowledge the visit and invite quick feedback.

2) Engage: Run the First Visit report

  1. Go to Activities & Reports → Marketing.

  2. Open the First Visit tab.

  3. Choose your date range.

  4. Click Email List to open the email composer.

Tip: Run this weekly so no first‑time students are missed.

3) Email: Keep it short

  • Keep the message brief; no heavy promotions yet.

  • Ask for a quick rating and use the survey/poll element to track responses.

4) Convert: Route feedback the smart way

  • YES (Loved it) → Send them to your public review pages (Yelp, Google, Facebook). Consider a small incentive.

  • NO (Needs improvement) → Send a short private survey: “How can we make your next visit better?” Use the insights to improve.