Onboarding | Max Members

Account Setup Checklist

Please provide the following list of information for step 1 of your onboarding process.

DEVELOPMENT ACCOUNTS. https://developer.apple.com https://developer.android.com

Campaign Registry

Domain Access

Send us all design assets to be used in the creation of your system. These include your logos (color variations that are optimized for use on both black and white backgrounds) as well as your branding kit/guidelines if applicable. Email to support@maxmembers.ai

App Names

Join Links

E- Commerce

YES

N/A

Data Release Forms

If migrating systems, please provide a CSV file of all members data and leads. Please separate them as you wish. Example: Have previous members in it's own CSV file. Furthermore, if you want them to be "very old" previous members versus "recently canceled" previous members; those would need to be separated.

Send this file to nolan@maxmembers.ai

AI Knowledge Base Setup

Your AI assistant is like a highly-trained, one-of-a-kind team member, built specifically to reflect your gym’s unique personality, values, and services. The knowledge base is how we “teach” your AI assistant everything it needs to know about your business—just like training a new employee, but faster and more precise.

By filling out this template, you’re ensuring your assistant is equipped with the exact information needed to confidently represent your gym, answer customer questions, and enhance their experience. It’s not just any AI assistant—it’s yours, tailored to match the heart and soul of your gym.

The result? A cutting-edge tool that works alongside your team, saving time, boosting efficiency, and making every customer interaction smoother and more personalized. The more details you provide, the more powerful and effective your assistant will be!

Template Here

Automations and Workflows

Customizing Your Automations and Workflows
The next section is all about tailoring your automations and workflows to perfectly suit your business needs.
What’s a Workflow?
Think of a workflow as a step-by-step game plan that helps your business run more smoothly. It’s like an automated checklist that takes care of repetitive tasks, sends reminders, or even follows up with customers—all without you having to lift a finger. For example, a workflow can:

Automatically send a welcome email to new members.
Remind clients about upcoming classes.
Follow up with potential members who haven’t signed up yet.

Now it’s your turn to customize these workflows to match your business’s unique needs. While this may seem a bit intimidating at first, don’t worry—we’ve got you covered!
We’ve provided a series of easy-to-follow videos that will guide you through every step of the process, making it simple to set up your workflows at your own pace.
If you decide that you’d prefer not to handle this part on your own, no problem! We offer a full-service option where our team will take care of everything for you. (This service is available for an additional fee.)

Marketing

Marketing Contact Information
If your business has a marketing department, please provide their contact details so we can collaborate effectively. If your contract includes marketing services and you don’t have a dedicated marketing team, no problem! Simply send us your assets, and we’ll handle the marketing for you.