01 · CONTROLLED HANDOFF
From an Instagram reformer question to a trial class
01
Someone DMs under a studio post — "I have never done this, can I join a beginner reformer class?" The message lands in the inbox and a prospect record opens.
02
AI drafts a reply from the knowledge base using level definitions and class duration; the advisor edits it, adds suitable beginner slots and sends it.
03
The record moves to the Trial Class stage, an advisor is assigned, and the booking link plus health declaration form are shared.
04
The reservation syncs to Google Calendar alongside the instructor schedule, and a reminder is scheduled for the day before, sent with team approval.
05
After the class the instructor note goes on the record and the prospect moves to the Level Routing stage.