Clients who finish their session package
Tracks pending sessions in Google Sheets and Calendar, messages the client on WhatsApp and reports package completion rate.
These are examples. Connect the tool your company already uses for the same job, or your own system through MCP or API.
The problem and the goal
The client books the first session of the package and doesn't come back for the rest; the team follows each client between sessions and acts fast when she doesn't rebook, to raise the package completion rate.
This team follows each client between package sessions: the Package Tracker cross-checks the package spreadsheet with Google Calendar to find who still has sessions pending and hasn't rebooked. The Call-Back Agent sends a WhatsApp message in the clinic's tone and books the next session, while the Retention Report shows the package completion rate every week and where clients drop off.
The team in this Circle
Reads the package spreadsheet and the calendar and builds the list of clients with pending sessions and those who haven't rebooked
Messages the client who hasn't rebooked, in the clinic's tone, and books the next session
Delivers the package completion rate every week, who stopped and where the drop-off happens
Clients who finish their session package
How do I find out which clients stopped midway through their package?
The Package Tracker compares the package spreadsheet with Google Calendar and lists who has pending sessions and who hasn't rebooked, so the clinic can act before the client gives up.
Can the client be messaged automatically on WhatsApp?
Yes. The Call-Back Agent sends the message in the clinic's tone via WhatsApp Business (official API) or the iTeam Message link and logs the next session in the calendar.
Can I track the package completion rate?
The Retention Report delivers the package completion rate every week from Google Sheets, along with who stopped and at which point in the package the drop-off happens.
