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10. New Member (First 90 Days) Playbook

A focused approach to protecting the most fragile part of your revenue: new members.

Pipeline Solutions Support avatar
Written by Pipeline Solutions Support
Updated over 3 weeks ago

Who this is for

  • Owners

  • Managers

  • Coaches responsible for member experience


Why this matters

Most churn happens early — quietly.

The first 90 days determine:

  • Retention

  • Referrals

  • Long-term value


How to do this in Pipeline

Step 1: Track All New Members

Use the New Members view to:

  • Monitor attendance

  • Spot disengagement early


Step 2: Schedule Proactive Check-Ins

Not automated blasts — real outreach.

Tasks help ensure:

  • Someone owns the check-in

  • It actually happens


Step 3: Log Interactions

So patterns don’t live in someone’s head.


What “good” looks like

  • New members feel seen

  • Issues addressed early

  • Fewer surprise cancellations


Common mistakes to avoid

  • Waiting for members to complain

  • Assuming attendance = engagement

  • No ownership for check-ins


Next step

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