Revenue Actions
Members who need a revenue-related action right now. Health scores are assigned automatically by the triggers below (any member, any tenure) and can always be overridden by hand.
- Risk — auto-flagged on a disengagement signal (no visit in the last 21 days, or fewer than 3 visits since joining), or hand-marked as Risk. Mark Stable (the yellow S) once the member is re-engaged to clear the flag. A Risk save does not earn commission, so it is not recorded in the Scorecard.
- Churn — members whose membership is ending (no future membership scheduled), or who were hand-marked as Churn. Never auto-flagged from email activity. Marking Stable here records a Save (15% of the current rate).
- Opportunity — members worth a revenue conversation: either flagged by your team, or month-to-month members active 5+ months who are strong candidates to convert to a 6-month plan.
- The Win / Loss chart (bar icon) shows completed outcomes; the date range controls which tasks and wins are counted.
Trends
Monthly membership flow and health over time.
- Green bars (above the line) — new members plus returns from pause.
- Red / orange bars (below the line) — members leaving plus those currently paused.
- Net line — new minus leaving: overall growth or decline.
- ALoS line — average length of stay (member tenure) in months.
- Click any month for its exact breakdown. The current month is live; future months are forecasts from already-scheduled memberships.
Utilization
Recognized revenue and visits per location, by month.
- Revenue is what members were actually billed (prorated for mid-month joiners), assigned to locations by where they actually show up.
- Allocation — most members' revenue is split across locations by their visit share; dedicated-desk members (Foundation / Summit / Pinnacle) count 100% at their home location; members with no visits that month are split evenly across all locations.
- @workheights.com staff are excluded entirely (comped, $0) so they don't skew the numbers.
- “Average for Selected Period” shows the average across every month in your range instead of a single month.
| Member | Stage | Contact Count | Response | Health | Last Contact | Status | Current Plan | Price | Start Date | Months |
|---|
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A small photo (e.g. your headshot) shown at the bottom of the email. Resized automatically.
Milestone Timelines
Configure when each milestone stage triggers, how far in advance it appears in Community Manager Tasks, and which email template to send.
| On | Stage | Trigger | Day(s) | Interval | Window (±) | Advance | Email Sequence |
|---|
App Messages
Chat messages sent automatically into each person's Member Updates channel in the Work Heights app. The two audiences never overlap: someone with an active membership is always a member, even if they also hold Day Pass packs, and Flex Part-Time plan allowances are never counted as packs. A message only fires within 30 days of its trigger, so late app installs never get stale welcomes.
Members with Memberships
Onboarding messages go out the moment a member finishes onboarding. Days-active messages fire on the daily run (13:05 UTC) once the member's tenure reaches that day.
| On | Message | Trigger | Text |
|---|
Day Pass Holders
People whose only access is purchased Day Pass packs (for example a 10-Day Pass Pack). Onboarding fires when they finish onboarding or within 30 days of their first pack. Pass nudges fire on the daily run when their unused count hits the number, once per set of packs, so a new pack can trigger them again.
| On | Message | Trigger | Text |
|---|
Sends this message to that member's real channel right now. It is logged as a test and does not count toward the automation.
Setup & Tools
Import copies every existing Member Updates channel, the campaign text, and the send history from the Airtable Lifecycle Marketing base, so nobody gets a repeat message after cutover. Run it once before enabling messages here and switching the Airtable automations off. Dry run shows what the next daily run would send without sending anything.
Recent Activity
| When | Member | Message | Status | Note |
|---|
Recent Automated Sends
Every email sent by the daily milestone/birthday automation. The job runs at 13:00 UTC (9am ET). If the most recent send is more than a day or two old, the automation has stopped firing.
| Date | Member | Milestone | Step |
|---|
Active Sequences
Multi-step sequences still in flight. They advance on each daily run and stop early if the member replies or books a call.
| Member | Milestone | Progress | Started | Last Sent |
|---|
Gmail Accounts
Connect Gmail accounts to send and read emails from the CS Dashboard.
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Built-in Notifications
Custom Notifications
Admin Users
Manage admin accounts that can access Altitude.