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.

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What the coach typed

Locations214LocationsActioned47Adapted31Escalated6No action130

#331Actioned62% booked. Draft ready for 340 lapsed clients.

#118AdaptedPromo already live. Suggested extending it.

#402EscalatedNew owner, week six. Too early to automate.

#052No actionSeasonal dip. Below this region's threshold.

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.

RevenueSoft week recoveryBookings below 70% → lapsed client list pulled, reactivation offer drafted

RevenueMembership at riskActive member, no visit in 30 days → check-in drafted for the front desk

RevenueRetail attach gapRetail per visit below territory median → the script the top quartile uses

MarketingReview responseRating below three stars → response drafted, held for the owner

MarketingClass fill pushClass under half booked 48h out → local promo drafted from brand assets

CompliancePractitioner licenceCredential expiring in 30 days → renewal chased, escalated at 21

ComplianceSanitation logNightly close → photo check per station, scored, failures routed

OperationsNo-show patternNo-show rate above standard two weeks → deposit policy prompted

OperationsRebook driftRebook 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.

Dana R.Field coachStep 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 language2 min

Soft week recoveryStep 2 · what runs

TriggerBookings for next week below 70%

ReadsScheduling · active campaigns · lapsed client list

DraftsReactivation offer, brand template

ApprovalOwner, before send

NotifiesTerritory coach on send

ScopeAll locations · adjustable per region

AuthorDana R., field coach

Knowing what to look for was never the problem. Watching for it everywhere was.

Six kinds of triggerHardest to catch by hand

ScheduleA fixed clock you setNightly compliance sweep, every location, 2am

ThresholdA number crosses a lineBookings for next week fall below 70%

Date approachingSomething expires or comes dueInsurance lapses in 14 days

EventSomething happens in a connected systemA new hire is added to the schedule

InboundSomeone asks or submits somethingAn owner requests an out-of-policy refund

Hardest to catchDriftA number moves quietly over timeRebook 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.

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 14HQ publishes the first fourCompliance sweep, soft week recovery, insurance renewal, day-one onboarding.

Month 319Coaches add territory-specific onesThe plays a coach used to run by hand on a Monday morning.

Month 647Owners submit their own, HQ publishes the bestA play written in one market runs in 200 locations by the end of the month.

Month 1290+Most recurring work runs without anyone starting itCoaches spend their weeks on the four locations that need a person.

Tell us what your best coach does that nobody else does.

We will write it as a play on the call and show you what it would have done at four of your locations this week.