Event-in-a-Box playbook

Bring-a-Friend Week

Give current members an easy, welcoming way to introduce a friend through selected beginner-friendly classes.

Lead time

21 days

Best for

Schools that have safe capacity in selected classes and an engaged active-member base.

Goal

Generate qualified first visits through trusted member introductions without requiring a large advertising budget.

Decisions the owner must make

  • Eligible classes and capacity
  • Guest age/program rules
  • Waiver and contact-consent process
  • Member recognition or referral terms

Assets this guide tells your team to prepare

  • Member invitation email and text draft
  • Printable guest pass
  • Social post set
  • Front-desk host script
  • Guest follow-up sequence

These are planning deliverables, not a promise that each finished asset is generated. Private-pilot activation creates one linked event plus the same ten generic, placeholder-filled drafts and tasks for every playbook.

Event timeline

  1. 1
    T-21

    Define the invitation

    • Choose eligible classes.
    • Confirm guest capacity, waiver flow, and owner.
    • Publish clear referral terms if a reward exists.
  2. 2
    T-14

    Invite members

    • Send approved member invitation.
    • Give instructors a 30-second class announcement.
    • Choose and verify the school’s guest-registration and waiver process.
  3. 3
    Event week

    Host the experience

    • Brief staff before each class.
    • Welcome and introduce every guest.
    • Record attendance and the referring member in the school’s approved source records.
  4. 4
    T+1 to T+3

    Close the loop

    • Thank the member and guest.
    • Offer the appropriate next step.
    • Review visits, responses, and enrollments.

Measure what actually happened

  • Guest registrations
  • Guest attendance
  • Attributed trials
  • Attributed enrollments

Keep forecasts, registrations, attendance, collected revenue, refunds, and expenses separate. Do not report a projected opportunity as money earned.

Guardrails

  • Do not exceed class capacity.
  • Obtain required waivers before participation.
  • Do not promise a referral reward that has not been approved and published.

Product boundary

The private-pilot dashboard creates one linked event at one anchor time plus ten generic internal drafts and tasks. It does not select recurring classes, create a promotion date range, register public guests, send, publish, spend, attribute conversions, or report results automatically.

Related resources