Member lifecycle
Mark Stevens
On holdLifecycle stage, risk signals, transition options, and queued follow-up work for this member group.
Stage
On hold
Derived from status, tags, attendance, billing, and recent drafts.
Risk
72 Urgent
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
Adult 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.
72
Risk
Risk radar
0 visits in 30 days with 0 missed events.
1 failed payments, 1 overdue invoices, 0 recovery actions.
Medical context is present and should be visible to authorised coaches.
Family access has no obvious blocker.
Automation handoff
Trigger to human outcome
Attendance save sequence
When attendance drops, queue a human save task before email-only nurture.
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
Billing intervention
1 failed payment attempts and $199.00 overdue are visible for this member group.
Queue payment recovery follow-up
Medical note
Knee injury, hold ends 12 May
Confirm coach visibility before class
Transition Actions
Lifecycle Evidence
Profile is on hold
profile · Mark Stevens is currently tagged as white-belt, medical-hold.
0 visits in 30 days
attendance · No connected booking feed entries are visible for this member group yet.
1 failed payments
billing · $199.00 is currently overdue across 1 invoice records.
Individual account
family · Lifecycle actions will apply to this member without household switching context.
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.