🔔 Automations

Set it once, deliver the perfect experience every time

Drip sequences, welcome flows, content delivery rules, and AI-triggered alerts — your business runs smoothly even when you're with a client.

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A perfect onboarding flow for every new client — automatically

Build a sequence of emails, content drops, and check-in prompts. Trigger it when a client joins, starts a course, or hits a milestone. They get exactly the right thing at exactly the right time — without you lifting a finger.

Trigger: New client onboarded

When a client completes signup and first payment

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Day 1 — Welcome email

Personalised welcome with their programme attached

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Day 3 — Unlock intro video

Send "How to log your first workout" tutorial

Day 7 — First check-in form

Prompt first week reflection and goal review

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Day 14 — Upsell nutrition add-on

Offer meal plan upgrade with personalised message

Zero
manual follow-ups needed once a sequence is set up
4
trigger types: new client, lead created, course purchased, manual
AI
alerts notify you when a client's data flags something that needs action

Everything you can automate

From the moment a lead signs up to a client's final session — automate the touchpoints that build trust and drive retention.

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Drip Email Sequences

Build multi-step email sequences triggered by events — client joined, course purchased, check-in missed. Emails send at the right delay automatically.

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Content Delivery Rules

Unlock articles, videos, and resources automatically based on where a client is in their programme — no manual sharing needed.

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Check-in Automation

Weekly check-in forms sent automatically every Monday morning. AI summarises responses so you can review 10 check-ins in under 5 minutes.

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AI-triggered Alerts

Lodestar flags a client when engagement drops, check-ins are missed, or health data looks concerning — before they quietly cancel.

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Session Reminders

Push notifications and SMS reminders sent automatically 24h before every booked session. Attendance goes up, no-shows go down.

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Webhooks & API

Push Lodestar events to Zapier, your CRM, or any custom system. Every key event — session completed, payment received — fires a webhook in real time.

Build your business on autopilot

Automations are available on all plans. Start free — no card needed.