Money Move 4 of 9
Follow up every attended and missed trial
Create a consistent handoff after every first visit, including families who attended, rescheduled, or did not arrive.
How this connects to Dojo Wizard
Use this guide now. Saving actions, lesson progress, and event drafts is available in early access; publishing, ad spend, and payments remain under staff control.
The outcome
Every trial receives a relevant next step while the experience is still fresh.
Evidence to review
- Trials attended since the last review
- Trials that canceled, rescheduled, or did not attend
- Goals, concerns, program fit, and next steps documented by staff
Run the move
- 1Ask the instructor or host for useful context from the visit.
- 2Follow up promptly with a question tied to the family’s stated goal.
- 3Offer the appropriate next step without manufacturing urgency.
- 4Record enrollment, reschedule, nurture, or loss accurately.
Monthly scorecard
- Trials contacted
- Trial-to-enrollment rate
- Missed trials successfully rescheduled
What should and should not be automated
A workflow can prevent missed handoffs. Staff remain responsible for fit, pricing accuracy, and ethical enrollment conversations.