Coming Soon
Agentics Masterclass · Wellness & Hospitality
Agentic AI for Wellness, Spas, Retreats & Hospitality Operators
The market is drowning in AI hype. Automations are being repackaged as "agents." Chatbots are being sold as intelligence. The line between a workflow, an assistant and a true agent has never been more blurred and most operators are paying the price.
"Beyond the hype: how to design agentic systems that produce measurable business outcomes."
8 structured modules · Live builds & walkthroughs
Templates, SOPs & a complete implementation plan
Stack: Make · Zapier · Klaviyo · HubSpot · n8n
Built for spa, studio, retreat, clinic & hospitality
Includes governance, QA & human oversight frameworks
Coming Soon
Register Interest →
8 Modules · What's Inside
Agentic AI for Wellness Operators
Real agents. Real outcomes. No hype.
1What agentic AI actually is and what it isn't
2Where agents create measurable value in your business
3The 5 agent types every operator can deploy
4Live builds: enquiry, rebooking & concierge agents
5Tools, stack & integration for small operators
6Governance, QA & human-in-the-loop design
7Turning this into a commercial advantage
8Templates, SOPs & your implementation plan
Agents covered in this masterclass
Enquiry Handling
Rebooking & Retention
Studio Hire & Venue Sales
Concierge & Loyalty
Review Response & Guest Insight
Structured Learning
Courses Built for Every Stage
From auditing what you already have to building advanced revenue systems from scratch, there's a course for where you are right now.
Complimentary Course
Complimentary
Checklist
The Wellness Brand Lifecycle Audit Checklist
Not sure where your guest journey is leaking revenue? Start here. This guided checklist walks you through every stage of your lifecycle system to uncover gaps, blockers and quick wins.
- 5-section self-audit framework
- Booking to post-visit flow review
- Revenue leakage identifier
- 30-day action plan included
Paid Course #1
Paid
Video + Templates
Lifecycle for Existing Booking Based Businesses
Already taking bookings but leaving revenue on the table? This course is for operational businesses ready to layer a full lifecycle system on top of what's already working.
- Audit your existing flows & identify gaps
- Build pre & post-visit automation
- Rebooking sequences & loyalty triggers
- Klaviyo & HubSpot setup walkthroughs
- Retail upsell & membership pathways
Self-Paced Course
Paid
42 templates included
10 modules
The Wellness Digital Stack Blueprint™
Most wellness founders buy tools before building the system. This course fixes that, walking you through every decision in the right order: legal foundations, platform selection, lifecycle automation and your first 90 day marketing system, before you spend a dollar on software.
- Legal structure, insurance essentials & startup budget reality check
- Booking platform decision matrix, matched to your revenue model
- Lifecycle layer: welcome sequences, rebooking flows & lapsed client automation
- Pre-launch landing page, lead capture system + 5 email waitlist sequence
- 12 month infrastructure roadmap + quarterly audit framework
Paid Course #3 · Advanced
Paid
Advanced
Advanced Revenue Optimisation + Retail + Membership Scaling
For brands already running lifecycle systems who are ready to go deeper, layering retail revenue, membership tiers and advanced optimisation on top of a working foundation.
- Advanced Klaviyo flows & predictive segments
- Membership tier design & retention ladders
- Retail attachment & in-session upsell
- Revenue architecture & LTV modelling
- Seasonality strategy & scaling playbooks
Tips & Things You Should Know
Quick Wins for Wellness Operators
Practical insights you can act on today, no fluff, no theory. Just what works.
01
Your Post Visit Window Is 72 Hours
Clients are most likely to rebook within 72 hours of a visit. If your follow up email hits after that window, you've already lost the majority of potential rebookings. Automate it.
02
Segmentation Beats Personalisation
Sending the right email to the right segment beats a "personalised" name token every time. Start with 3 core segments: new clients, active clients, lapsed clients.
03
WhatsApp Has 98% Open Rates
For appointment reminders and post visit follow up, WhatsApp outperforms email by 4 to 6x on open rates. Wellness brands that add it to their stack see measurable rebooking lifts.
04
Retail Sells Best at Checkout, Not After
Retail upsell in post visit emails converts at roughly 2 to 4%. In session recommendations at checkout convert at 20 to 35%. Your automation should support the in room moment, not replace it.
05
Most Loyalty Programs Fail for One Reason
Complexity. If a client can't explain their rewards in one sentence, they disengage. The best wellness loyalty programs are dead simple: visit more, earn more, redeem easily.
06
Your Booking Engine Is a Lifecycle Trigger
Every booking should automatically trigger a pre visit sequence. Most businesses leave this blank. A well designed pre visit flow increases perceived value, reduces no-shows and opens upsell windows.
07
Not All Lapsed Clients Are Lost Clients
Clients who haven't visited in 90 to 180 days respond well to win back campaigns, especially if you acknowledge the gap and make it frictionless to return. Test a "we miss you" sequence.
08
Revenue Architecture Is Not More Ad Spend
The highest ROI activity in wellness marketing isn't acquisition, it's frequency. Increasing visit frequency by just 0.5x per year, across your existing client base, can double annual revenue.
09
One Clean Data Source Beats Five Messy Ones
Before building automation, get your data in order. One connected, clean CRM with accurate booking data is worth more than five disconnected platforms generating noise.
What AI Actually Does Well in Wellness Lifecycle Marketing (And What It Doesn’t)
A grounded look at where AI adds genuine value in lifecycle marketing for wellness operators and where the hype still outpaces what's practical and safe to deploy today. The wellness industry is being targeted with a significant volume of AI product marketing right now. Booking tools, CRM platforms, email providers and new AI-native startups are [...]
Gen Z and Wellness: What the Maximalist Optimiser Cohort Means for Your Business
McKinsey's 2025 wellness research identifies "maximalist optimisers", primarily Gen Z and millennials as 25% of consumers but 40%+ of market spend. Here's what makes them different and why the standard wellness playbook won't work on them. 25%"Maximalist optimiser" share of wellness consumers 40%+Their share of total wellness market spend 56%APAC consumers who have purchased via [...]
Corporate Wellness as a Revenue Channel: The Untapped B2B Opportunity for Wellness Operators
The Asia Pacific corporate wellness market is projected to reach $29.37 billion by 2033. For spas, studios, clinics and retreat operators, corporate partnerships represent a high-retention, recurring-revenue channel most are still ignoring. $29.4BAPAC corporate wellness market by 2033 73%Wellness operators reporting increased profitability via corporate partnerships 89%Operators seeing higher member retention through corporate wellness Most [...]
Case Studies
The Systems Behind the Results
InsightsCase StudyDay Spa · Melbourne, VIC
How a Day Spa Increased Rebooking Rate by 34% in 90 Days, Without a Single New Ad
A well established Melbourne day spa had a loyal client base, strong Google reviews and a team that cared deeply about guest experience. What they didn't have was a system. Follow up was manual. The owner was sending monthly newsletters to 2,400 guests with no post visit flow, no rebooking triggers and no segmentation. Revenue was steady, and completely unpredictable.
+34%
Rebooking rate lift
72hr
Post visit window automated
$0
Additional ad spend
The Problem
Revenue was almost entirely dependent on new bookings, not returning clients. Without structure, the spa was leaving an estimated 30 to 40 rebooking opportunities per month on the table. The booking software (Timely) had a 2,400 contact list that was completely unsegmented. Three therapists were spending approximately 6 hours a week on manual follow up calls and DMs.
What We Built
Post visit automation triggered 4 hours after checkout, personalised by treatment type
72 hour rebooking window flow with a soft prompt and direct booking link
21 day and 45 day lapsed client re engagement series
Three core Klaviyo segments: new, active and lapsed (90+ days)
Pre visit sequence to reduce no shows and open upsell windows
The Outcome
Within 90 days, the rebooking rate moved from 31% to 65%, driven entirely by existing guests. Average days between visits dropped from 58 to 39. Manual follow up time dropped from approximately 6 hours per week to under 30 minutes. Monthly revenue from repeat bookings increased by 28% with zero additional media spend.
InsightsCase StudyBoutique Pilates Studio · Sydney, NSW
From 22% to 61% Membership Retention: How a Studio Stopped the Churn Cycle
A boutique Pilates and reformer studio in inner Sydney was growing in all the right ways: new members, a strong social presence, consistently full classes. The problem was members were churning heavily at the 60 day mark. Every new sign up was essentially replacing someone who had quietly stopped showing up. The studio was running fast just to stand still.
+39%
Retention improvement
90 days
To see full results
4.2×
Onboarding open rate vs. blasts
The Problem
Exit surveys showed most churned members didn't have a specific complaint; they simply fell off. They missed a week, life got busy, and without any proactive touchpoint from the studio, the gap became permanent. The onboarding experience was a single welcome email and a PDF schedule with no milestone moments and no early warning system for at risk members.
What We Built
5 touch onboarding sequence across the first 14 days, focused on habit formation, not selling
Milestone triggers at Day 7, 30 and 60 acknowledging member progress with genuine warmth
At risk detection flow: members with no check in within 10 days received a re engagement prompt
Pause handling flow keeping paused members engaged with content rather than going dark
Monthly "member wins" email driving community and social proof
The Outcome
Within 90 days, 3 month retention moved from 22% to 61%. The at risk detection flow alone recovered 18 members in the first month who would likely have cancelled. The onboarding sequence hit a 68% open rate on email 1, against a 22% industry average. The studio owner noted: "For the first time, growth feels like it's actually sticking."
InsightsCase StudyDestination Wellness Retreat · Hinterland, QLD
Building a Predictable Returning Guest Revenue Stream for a Destination Retreat
A hinterland wellness retreat had exceptional reviews, full peak season bookings and guests who genuinely loved the experience and almost none of them came back. Over 800 past guests sat in an email database with no structured communication, no seasonal triggers and no clear path to returning. The retreat was starting from zero every single season.
41%
Bookings from returning guests
3.1×
Email attributed revenue
−40%
Off peak paid media spend
The Problem
Marketing spend was entirely focused on acquisition. The 800 guest database had received two newsletters in 18 months, both promotional and untargeted. There was no post departure flow, no anniversary trigger and no structured path back to booking. Return guest rate sat at approximately 12%, meaning full acquisition cost was being paid for guests who already loved the product.
What We Built
Post departure sequence starting 3 days after check out, focused on reflection, not selling
6 week post stay content series sharing seasonal updates, wellness tips and guest stories
Anniversary trigger: personalised email and early access offer on the guest's 12 month retreat anniversary
Seasonal re engagement campaign aligned to peak demand periods (Easter, school holidays, year end)
"Past guest alumni" list with early access to new retreat dates before public release
The Outcome
Within 6 months, 41% of all bookings came from returning guests, up from 12%. The anniversary trigger had a 54% open rate and a 9% direct booking conversion. Klaviyo attributed email revenue was 3.1× the prior year period. Off peak paid media spend was reduced by 40% without losing occupancy. The retreat achieved its highest revenue year without increasing available room nights.
