Member lifecycle
Sarah Chen
ActiveLifecycle stage, risk signals, transition options, and queued follow-up work for this member group.
Stage
Active
Derived from status, tags, attendance, billing, and recent drafts.
Risk
8 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
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.
8
Risk
Risk radar
18 visits in 30 days with 1 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
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
Attendance drift
1 recent no-show or late-cancel events should be resolved before the next lifecycle review.
Check in with the member or guardian
Transition Actions
Lifecycle Evidence
Profile is active
profile · Sarah Chen is currently tagged as blue-belt, morning-crew.
18 visits in 30 days
attendance · 1 attended, 1 missed, 0 waitlisted in the connected booking feed.
0 failed payments
billing · No overdue invoice balance is visible in the connected billing feed.
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.