WODprep

Call Management Dashboard

Academy Onboarding & Check-in Calls
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Needs Onboarding Call 0

New Academy signups who haven’t booked their first call yet. Reminder 1 unlocks 3 days after purchase. Reminder 2 unlocks 7 days after you click Mark Sent on Reminder 1. Click Draft → review the Gmail draft → send manually → click Mark Sent here.

Name Email Membership Mem Status Billing Days Waiting Reminder 1 Reminder 2 Action

Churn Reduction — Check-ins Due 0

Athletes within 30 days of their next 12-month Academy anniversary who haven’t had a check-in call in the last 90 days. Athletes appear here automatically 30 days before their anniversary date. Reminder 1 is available the moment they enter this list (~30 days before anniversary). Reminder 2 unlocks 7 days after you click Mark Sent on Reminder 1. Annuals with a rebill in 30 days or less sit at the top — highest-leverage retention plays.

Name Email Membership Mem Status Anniversary Next Rebill Days Until Reminder 1 Reminder 2 Action
Creates Gmail drafts in support@wodprep.com for every Mon-Sun call that doesn't already have a draft.
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Duplicate Bookings 0

Athletes with more than one active booking. Rules: one onboarding call ever; one check-in per 365 days. Historical cancels and no-shows don’t count. Cancel the redundant call. Duplicate rows for the same athlete sit together.

Name Email Call Date Type Coach Membership Mem Status Call Status Reason Action

Cancelled Members with Active Calls 0

These athletes cancelled their membership but still have a future call booked. Reach out before cancelling — if they’re still inside their paid window, the call is a reactivation opportunity. Sorted soonest call first.

Name Email Call Date Type Coach Membership Mem Status Most Recent Rebill Access Ends Action

No-Shows 0

These athletes were no-shows and haven’t rebooked. Reach out to get them back on the calendar. Athletes who later completed or have a scheduled call of the same type are auto-filtered out. Access Ends shows when a cancelled member loses platform access - still-paid athletes are reactivation plays.

Name Email Call Date Type Coach Membership Mem Status Access Ends Action

Cancelled Calls — Active Members 0

These athletes cancelled their call but still have an active membership. Reach out to reschedule so they don't fall through the cracks. Limited to the last 30 days.

Name Email Call Date Type Coach Membership Mem Status Action
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Athlete Email Date Type Coach Membership Mem Status Call Status Upgrades Offer Duration Actions
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Coach Summary

Coach Onboarding Check-in Completed Calls Cancelled No-Shows 1-on-1 Upgrades Mem Upgrades Member Cancels Total Avg Duration
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Everything Savannah has marked Done. Click Un-archive to put a row back into its original section.

Name Email Section Archived When Call Date Notes Action