More consults booked, better attendance, and fewer clients who quietly disappear.

Tarvent automates follow-up based on real engagement and simple profile updates like consult date, last session completed, and membership status, so you can focus on coaching while the system keeps people moving.

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Built-in Engagement System

Smart Filters for VIP and at-risk clients

Journeys that automate follow up

Support replies in under 30 minutes

The playbooks that keep clients consistent.

Lead to consult booking

Follow up with leads automatically until they book, without sounding desperate.

Client onboarding

Set expectations, explain next steps, and reduce drop-off in week one.

Attendance and habit nudges

Reminders and check-ins that improve consistency without nagging.

Lapsed client win-back

Catch lapses early and bring clients back before they churn for good.

Your best follow up is the one sent to the right people.

Tarvent scores engagement for every contact and updates it over time. That lets you:

Follow up faster with people who are actually paying attention

Use a softer touch for cold leads instead of burning your list

Find at-risk clients before they fully disappear

Explore the Engagement System

When the schedule changes, marketing moves.

You do not need a fancy CRM pipeline to run retention. You need timing that runs automatically.

Journeys can trigger when a client profile updates, so fields like these can drive automation:

ConsultDate

NextSessionDate

LastSessionCompleted

What you automate from those fields:

Consult reminders and pre-consult prep

Onboarding sequences after the first session

Attendance nudges when someone misses sessions

Send a win-back when LastSessionCompleted gets too old

Referral asks when engagement and results are high

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Playbook building blocks

Every industry playbook is built from the same four pieces, so you can copy fast and still keep things consistent across clients, locations, or programs.

Journeys you can copy

Automations that match how your clients actually behave.

Campaign ideas with purpose

So you can measure impact by intent, not guesswork.

Smart Filters for targeting

VIP, at-risk, do not send, and more, ready to use.

Artitelli recommendations

Suggestions you can turn into a segment or a campaign.

Copy the playbook. Customize if you want. It still works either way.

Explore engagement system

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Learn about smart filters

Copy these, tweak them, done.

Playbook 1: Lead to consult booking

Start when a lead submits a form or profile is updated with ProgramType.

Send a welcome message and a clear booking link.

Wait 2 days. If no booking, send a follow-up with social proof.

If they book, stop the sequence.

Playbook 2: Client onboarding

Start when MembershipStatus becomes Active.

Send onboarding info and next steps.

Wait until NextSessionDate.

Send a prep reminder the day before.

Playbook 3: Lapsed winback

Start when Days since LastSessionCompleted crosses 21.

Split based on engagement.

Engaged clients get a personal check in. Cold clients get a simple re-entry offer.

Targeting that is ready when you are.

High intent leads

Hot engagement

Viewed pricing or program page

ConsultDate not set

At-risk clients

Warm to cold engagement

No session in 14 to 21 days

Active but attendance slipping

Do not send

Inactive engagement

Recent complaint or hard bounce

Unsubscribed

Learn about Smart Filters

Want more booked consults and fewer drop-offs without adding more work?

One plan. Fast support. Engagement that tells you what to do next.