60+ SMS Messages
40+ Emails
12 Workflows
35+ Tags
90-Day Journey
Operating System
Melissa Capp Coaching
Strength training, nutrition coaching & confidence building for women — melissacapp.com | @melissacapp
Client Acquisition Journey
AwarenessTop of Funnel
Instagram @melissacapp
TikTok
Facebook Groups
Podcast Appearances
Blog / SEO
Referral Partners
→
CaptureLead Generation
Confidence Assessment Quiz
Free Discovery Call Booking
Lead Magnet Download
Newsletter Signup
→
CRM EntryDatabase
Auto-sync to CRM
Tagged by goal: Strength
Tagged by goal: Weight Loss
Tagged by goal: Confidence
Tagged by goal: Nutrition
→
NurtureAutomated Sequences
Email Sequence (7 emails)
SMS Sequence (11 messages)
Retargeting Ads
→
Melissa EngagementPersonal Touch
Personal DM
Voice Note
Discovery Call
Program Fulfillment
OnboardingWeek 1
Welcome kit & intake form
Goal setting session
Initial assessments
Platform setup & access
→
Active CoachingOngoing
Custom training programs
Nutrition plans & guidance
Weekly accountability
Form check video reviews
→
Check-ins & AdjustmentsBi-weekly
Progress photo reviews
Program adjustments
Mindset coaching
Nutrition tweaks
→
Graduation & RenewalProgram End
Final assessment & results
Transformation celebration
Renewal offer
Testimonial request
Client Lifecycle
ProspectAwareness & Interest
Follows on social media
Downloads lead magnet
Takes confidence quiz
Books discovery call
→
EnrolledCommitted
Signed up for program
Payment processed
Onboarding started
→
Active ClientIn Program
Training consistently
Hitting milestones
Engaging in community
Attending check-ins
→
AmbassadorLoyal Client
Renewed program
Shares results publicly
Refers friends & family
→
AdvocateLifetime Fan
Provides testimonials
Active referral partner
Case study participant
Community leader
Daily Operations
SchedulingCalendar Management
Coaching calls
Check-in sessions
Discovery calls
Content batching days
→
Content CreationMarketing Engine
Social media posts
Email newsletters
Blog articles
Reels & TikToks
→
Client ManagementDaily Tasks
Progress tracking
Program adjustments
Message responses
Form check reviews
→
Tech StackSystems
CRM / GHL
Coaching platform
Payment processor
Scheduling tool
Revenue Streams
Entry OffersFree / Low Ticket
Free Confidence Assessment
Free Discovery Call
Lead Magnet / Guide
→
Core ProgramsPrimary Revenue
1-on-1 Coaching
Group Programs
Nutrition Plans
→
PremiumHigh Ticket
VIP Coaching
Intensive Retreats
Corporate Wellness
→
Passive IncomeScalable
Digital Products
Templates & Guides
Online Courses
Team Structure
Coaching TeamCore
Melissa Capp — Founder
Athletic Therapist
B.Sc Nutrition
PN L2 Certified
→
MarketingGrowth
Content creation
Paid ads management
Email marketing
→
AdminOperations
Scheduling
Billing & invoicing
Client files
→
Tech StackSystems
CRM / GHL
Coaching Platform
Social Media Tools
Retention & Recovery
Active RetentionEngaged Clients
Progress celebrations
Regular check-ins
Community engagement
Milestone rewards
→
At-RiskWarning Signs
No engagement 14+ days
Missed sessions
Stopped logging workouts
Unresponsive to messages
→
Win-BackRecovery
Re-enrollment offers
Success story reminders
Personal outreach
Special comeback pricing
→
Graceful ExitAlumni
Alumni community access
Door always open
Maintenance resources
Referral incentives
TRAFFIC SOURCES

Multi-Platform Content Engine

  • Instagram @melissacapp: Daily gym tips, form reels, client transformation carousels, mindset content, story polls ("Do you feel anxious at the gym?")
  • TikTok: Short-form gym confidence videos, "What to do on your first day at the gym," myth-busting strength content
  • Threads & Facebook: Community building, longer-form reflections, client wins, free workout shares
  • Referrals: Active client word-of-mouth + structured referral incentive program
  • Google Organic: Blog content targeting "women's gym anxiety," "how to start lifting," "beginner strength coach Canada"
  • CTA on all channels: "Take the Free Gym Confidence Assessment" → melissacapp.com
drives traffic to
LANDING PAGE

melissacapp.com — Confidence Assessment Funnel

  • Hero: "Go from Anxious & Unsure to Confident & Strong in 90 Days"
  • Survey-Based Assessment: "How confident are you at the gym right now?" (1-10) + current goals + biggest obstacle + training history
  • Social Proof: Shelby (40+ lb loss), Betty-Ann (mobility), Carla (post-surgical), Emm (wedding prep), Carly (body recomp in 2.5 mo)
  • Credentials shown prominently: Athletic Therapist + B.Sc Nutrition + PN L2 Coach
  • Offer: Free Gym Confidence Guide on submit + immediate funnel entry
  • CRM Action: Contact created → tagged lead-source → Speed to Lead triggers fire
assessment submitted
SPEED TO LEAD — IMMEDIATE

First-5-Minutes Response Protocol

  • Instant SMS from Melissa (Personal Touch): "Hey [Name]! It's Melissa — I just saw your assessment come through. I love that you took this step. I'll be in touch shortly to chat about your goals!"
  • Instant Email: "Your Free Gym Confidence Guide is here" — 5-page PDF with beginner gym navigation tips, equipment overview, what to expect your first week
  • AI Chatbot (24/7): Activated immediately — answers FAQ about programs, pricing, schedule, Melissa's coaching style; captures intent signals
  • 5-Min Follow-Up Call Attempt: CRM task created for personal outreach — "Hey! Just wanted to personally welcome you and answer any questions"
7-day aggressive nurture begins
7-DAY AGGRESSIVE NURTURE

Day-by-Day Conversion Sequence

11 SMS + 7 Emails
  • Day 1 — 3 Texts + Call: Text 1 (9am): "I noticed you said you feel anxious at the gym — that's exactly why I built this. Here's tip #1…" | Text 2 (12pm): Free form video — squat tutorial for beginners | Text 3 (5pm): "What's the #1 thing holding you back right now?" | Call attempt logged
  • Day 2 — 2 Texts: "Meet Shelby — she lost 40+ lbs and says her confidence is unrecognizable" (video testimonial) + "What would it mean to feel strong every day?"
  • Day 3 — 2 Texts + Email: "Your nervous system actually responds to new gym environments this way…" (education) + Email: Melissa's personal story + why she coaches women specifically
  • Day 4 — 1 Text + Email: "Mindset shift: strength training isn't about losing weight, it's about gaining confidence" + Email: FAQ — "How long does it take to feel comfortable in the gym?"
  • Day 5 — 1 Text + Email: Carly's transformation in 2.5 months (before/after if consented) + Email: "Here's exactly what your first 30 days with me look like"
  • Day 6 — 1 Text + Email: "Spots in my program are limited — I only take on clients I know I can truly help" + Email: Full program breakdown, investment, what's included
  • Day 7 — 1 Text + Email: "Last chance this week — ready to feel confident in the gym within 30 days?" + Email: Direct enrollment CTA with testimonial stack
enrollment decision
ENROLLED?
YES ✓ → Onboarding
NO ✗ → Left column nurture
YES path continues
ONBOARDING SEQUENCE

Welcome & Setup Flow

5 SMS + 3 Emails
  • Welcome SMS: "Welcome to the team, [Name]! I am SO excited for your journey. Here's everything you need to get started — check your email!"
  • Email 1 — What to Expect: Full program overview, coaching structure, what makes this different, Melissa's philosophy on confidence-first coaching
  • SMS 2: "Let's schedule your movement assessment call! Here's my calendar — pick whatever works" + Calendly link
  • Email 2 — Platform Setup: App download / client portal access instructions, how to navigate your dashboard, community access
  • SMS 3: "Your Week 1 training plan just landed in the app — take a peek and DM me with any questions!"
  • Email 3 — Form Check Tutorial: How to film your form check videos, what to capture, submission instructions, what Melissa looks for
  • SMS 4-5: "Quick check-in — how are you feeling heading into your first gym session?" + Day 3 celebration "You showed UP! How did it feel?"
90-day journey begins
90-DAY COACHING JOURNEY

Structured Transformation Program

  • Week 1-2 — Foundation: Gym orientation walkthrough, basic movement patterns (squat, hinge, push, pull), nervous system regulation for gym environments, confidence-building rituals, video form check introduction
  • Week 3-4 — Building: Progressive overload introduction, form mastery with Melissa's video feedback, first strength milestones celebrated, mindset journal prompts, "I belong here" reframe exercises
  • Month 2 — Progression: Visible strength gains, body composition changes, energy improvements, increasing workout complexity, community connection with other clients
  • Month 3 — Independence: Self-programming skill building, nutrition coaching integration (B.Sc Nutrition), maintenance strategy, celebrating the 90-day transformation, alumni community access
MELISSA'S PERSONAL TOUCHPOINTS

High-Touch Milestone Moments

  • Day 1 Voice Note: Melissa sends personal audio welcome — "I'm so proud of you for showing up today"
  • 30-Day Video Check-In: Personal Loom from Melissa reviewing progress, celebrating wins, adjusting plan if needed
  • 60-Day Celebration SMS: "You're HALFWAY through and look what's already changed" + personalized win recap
  • 90-Day Graduation Message: Personal video + certificate + testimonial request + alumni invite
  • Form Check Feedback: Video or voice note response to every submission — personalized, detailed, encouraging
journey complete — decision
RETAINED / RE-ENROLLED?
YES ✓ → Ongoing
NO ✗ → Win-Back
YES PATH
ONGOING CLIENT

Long-Term Retention

  • Monthly progress photos + check-ins
  • Quarterly goal-setting sessions
  • Alumni community access + group challenges
  • Nutrition coaching add-on upsell
  • Priority access to new programs
  • Referral program activation
NO PATH
WIN-BACK

Re-Engagement Flow

  • See left column ← for full sequence
  • 5 SMS + 3 Emails over 30 days
  • "We miss you" + progress reminder
  • Special re-enrollment offer
  • Bonus 1:1 check-in session
revenue maximization
REVENUE TRACKING

Client Lifetime Value Ladder

Product / OfferStageValue Signal
Free Confidence AssessmentTop of FunnelLead Magnet
Monthly CoachingEntry$XXX/mo
90-Day PackageCore Offer$X,XXX
6-Month CommitmentHigh Value$X,XXX+
Nutrition Coaching Add-OnUpsell$XXX/mo
VIP 1:1 IntensivePremium$X,XXX
Referral Revenue (per ref)PassiveLTV Multiplier
Traffic / Acquisition
Active Nurture Sequences
Decision Points
Premium / Revenue Paths
Recovery / Win-Back
Melissa's Personal Touchpoints
Revenue / Money Nodes
Cross-Sell / Referral Paths
Brand / Core Funnel