Member lifecycle
Ava Nguyen
PendingLifecycle stage, risk signals, transition options, and queued follow-up work for this member group.
Stage
Lead
Derived from status, tags, attendance, billing, and recent drafts.
Risk
14 Stable
A 0-100 signal from attendance misses, billing risk, holds, churn tags, and recovery work.
Queued
0
Visible transition drafts waiting for review or apply.
Role
Child member
Current profile role inside the organization.
Lifecycle spine
Where this member is, and where staff can move next
Lead, imported prospect, or pending account still needing first committed attendance.
Trial student with coach handoff, waiver, follow-up, and conversion timing.
Training normally with attendance, payments, and coaching rhythm in view.
Needs proactive save work before they quietly churn.
Paused membership needing return date, billing treatment, and owner.
Former or dormant member ready for win-back sequencing.
14
Risk
Risk radar
1 visits in 30 days with 0 missed events.
0 failed payments, 0 overdue invoices, 0 recovery actions.
No visible medical blocker.
Family access has no obvious blocker.
Automation handoff
Trigger to human outcome
Trial completed follow-up
After trial check-in, signed waiver, and class completion, trigger conversion follow-up.
Household permission review
Add household context when a member becomes a parent, payer, or junior profile.
Billing recovery guardrail
Failed payment or overdue invoice opens recovery work while keeping the member lifecycle stage visible.
Lifecycle Alerts
Lifecycle stable
No billing, attendance, medical, or waitlist alerts are currently visible for this member group.
Keep normal coaching rhythm
Transition Actions
Lifecycle Evidence
Profile is pending
profile · Ava Nguyen is currently tagged as trial, kids.
1 visits in 30 days
attendance · No connected booking feed entries are visible for this member group yet.
0 failed payments
billing · No overdue invoice balance is visible in the connected billing feed.
Family account linked
family · Parent, child, payer, or guardian context is available for lifecycle decisions.
Queued Transitions
No queued lifecycle changes
Transition drafts for this member group will appear here before they are applied to the database.
Lifecycle Guardrails
Transitions are queued as drafts first, so staff can review audit impact before status changes touch the database.
Billing, family, health, and attendance signals stay visible together so retention decisions do not rely on one isolated screen.
When the task engine is connected, the next action becomes a staff-owned follow-up with a due date.