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How to systematize member retention and personalized recommendations for fitness and sports gyms using EMOROCO CRM Lite

Hello, this is Matsubara, CRM Evangelist.

The monthly churn rate at fitness gyms in Japan is approximately 4-5%. Over the course of a year, roughly half of the members change.

Do you perhaps think, "It's inevitable that members will quit"?
Certainly, there are reasons for members to cancel their membership that are beyond the gym's control, such as relocation, pregnancy, or financial reasons.
However, a detailed analysis of the reasons for withdrawal reveals that in more than half of the cases, the withdrawal could have been prevented if appropriate follow-up had been provided before the withdrawal occurred.

The problem wasn't that we "failed to follow up," but rather that we "didn't understand who needed follow-up."

This article explains how to use EMOROCO CRM Lite to design a system for improving member retention rates and creating personalized service proposals for fitness and sports gyms.


Two management challenges for fitness and sports gyms

Problem ①: No signs of members leaving the group are visible.

Members who request to withdraw from the club have shown a change in their behavior, such as "not coming" to the club, even before the date they submit their request.
Members who used to come three times a week would drop to once a week, then twice a month... and yet no one noticed until someone pointed it out.

This is because there is no mechanism in place to notice it.
It is not practical for staff to check the attendance status of all members every day.
A system is needed to automatically detect and notify about changes such as a decrease in visitor frequency.

Problem ②: Failure to provide "personalized suggestions"

Even among members who attend the same gym, everyone has different goals.
Whether your goal is weight loss, muscle building, stress relief, maintaining physical fitness, or improving athletic performance, the optimal program, instruction, and suggestions will vary depending on your objective.

However, many gyms send the same information (campaigns, new studio program announcements) to all members.
Sending information about a muscle-building program to members who are looking to lose weight is a mismatch and is one of the reasons why members are less interested.


"The four emotional phases leading to leaving a membership"—the timing for follow-up.

The emotional changes of members who decide to leave generally progress through four stages.

Phase 1: Decline in Enthusiasm (Visit Frequency Begins to Decline) The initial enthusiasm of members wanes, and visit frequency falls below the target. This is the stage where excuses like "I'm too busy" begin to be used.

Phase 2: Habit disappearance (visits become less than twice a month) Visiting the gym begins to become less of a daily habit. You stop thinking about the gym. You start to feel like the monthly membership fee is a waste of money.

Phase 3: Increased Cost Awareness (Visits become less than once a month) This stage shifts from guilt over "paying a monthly fee but not being able to go" to thinking "maybe I should just cancel." They begin to consider switching to other services.

Phase 4: Decision to withdraw (withdrawal request) At this stage, follow-up is almost too late. The important thing is to provide follow-up during Phases 1 and 2.

EMOROCO CRM Lite combines visit frequency data with emotional temperature to automatically generate follow-up tasks in phases 1 and 2.


Field Design – 10 Fields Specialized for Fitness Gyms

field name Types Message
emotional temperature Selection Red = Hot / Orange = Warm / Blue = Cool / Light Blue = Cold
Joining date Date Membership registration date (starting point for calculating membership duration)
Goal/purpose Multiple selections allowed Diet / Muscle building / Maintaining physical fitness / Stress relief / Improving athletic performance / Others
Usage Program Multiple selections allowed Machine gym / Studio lessons / Swimming pool / Personal training / Others
Visit frequency target Selection 5+ days a week / 3-4 days a week / 1-2 days a week / 2-3 days a month
Number of visits in the past month Numerical value Current month's performance (linked from the membership management system)
Interest Categories Multiple selections allowed Yoga / HIIT / Pilates / Swimming / Martial Arts / Weight Training / Cardio
Membership type Selection General / Family (Representative) / Student / Senior / Corporate Contract
Goal achievement status Selection Achieved / Considering next goal / On track / Slow / Difficult to achieve / Unconfirmed
Narrative text "What this member truly wants," "Memorable interactions with staff," and "Recommended programs for the next session."

Workflow Design – 6 methods for improving retention rates and 2 methods for automating proposals

[Improving Retention Rate] Workflow ①: Onboarding Follow-up One Month After Enrollment

Trigger: 30 days after joining date
Action: Create a task for the assigned staff member.
"It has been one month since {member name} joined."
 
 Confirmation items:
 ① Review progress toward the goal together.
 ② If there are any programs you are not using, please introduce them.
 ③ Praise their visit frequency (specifically mention the number of times they visited per week).
 ④ Set goals together for the next month.
 
 Goal: {goal/purpose}
 Current visit frequency: {Number of visits in the past month} times.

The first month after joining is a crucial turning point in determining whether or not it becomes a habit. Having a conversation with a staff member at this point significantly impacts your retention rate at 3 and 6 months.

[Improving Retention Rate] Workflow ②: Early detection of decreased visit frequency (most important)

Trigger: The number of visits in the past two weeks has decreased to "50% or less of the target frequency."
Action 1: Automatically update emotional temperature to cool (blue).
Action ②: Create a task for the assigned staff member.
"The frequency of visits by {member name} has decreased."
 Please contact me or reach out sometime this week.
 
 Visit frequency target: {Visit frequency target}
 Recent performance: {Number of visits in the past month} times
 
 Key points of the discussion:
 Start with, "Have you been busy lately?"
 Casually ask why they can't come.
 We propose an environment that is easy to join without putting pressure on people.

[Improving Retention Rate] Workflow ③: Emergency Follow-up for Visitors Who Haven't Visited for More Than 2 Weeks

Trigger: More than 14 days have passed since the last visit.
Action: Send LINE notification to the assigned staff member + create a task.
"[Important Notice] {Member Name} has not visited the facility for two weeks."
 Please contact me by the end of today.
 
 The purpose of contacting you is not to prevent you from leaving the group.
 "To understand this person's situation."
 Poor health, being too busy, or low motivation
 "Confirming things through natural conversation and creating an opportunity for them to visit again."

[Improving Retention Rate] Workflow ④: Follow-up at 3 months, 6 months, and 1 year after joining

Trigger: 90 days / 180 days / 365 days from the date of enrollment
Action: Create a task for the assigned staff member.
"This is to celebrate {N} months since {Member Name} joined the company."
 
 Day 90: A message of praise saying, "You've kept it up for three months!"
 Day 180: Review of interim goals and setting goals for the next six months.
 365 Days: 1st Anniversary Thank You Message + Setting Our Next Goals Together
 
 Goal achievement status: Check the {goal achievement status} and make changes accordingly.

Receiving support at key milestones creates a sense of "someone is watching," which motivates continued effort.

[Improving Retention Rate] Workflow 5: Setting the "Next Goal" After Achieving the Goal

Trigger: Goal achievement status changes to "Achieved - Next goal under consideration"
Action: Create a task for the assigned staff member.
"{Member Name} has achieved their goal."
 Please propose a meeting this week to discuss setting our next goals.
 
 Important: Motivation is highest immediately after achieving a goal.
 If you miss this opportunity, the risk of your membership being cancelled will increase dramatically.
 "To provide both the joy of achievement and the excitement of setting new goals at the same time."

This is the most important workflow to prevent users from leaving because they have achieved their goals.

[Improving Retention Rate] Workflow ⑥: Integrated Follow-up for Family Members

Trigger: Membership type = "Family (Representative)" ×
     A decrease in the frequency of visits by any of the family members
Action: Create a task for the assigned staff member.
"There has been a change in the frequency of visits from the family of {Representative Member Name}."
 Please check the overall situation of your family the next time you visit.
 When one family member cancels their membership, it often leads to the entire family canceling their membership as well.
 We have industry data. Follow us as soon as possible."

[Personalized Proposal] Workflow 7: Proposal for a new program tailored to your goals and visit frequency.

Trigger: When registering for a new studio program or new service.
Action: Automatically extract members whose goals and interest categories match.
This is a list of candidates for new program proposals.
 
 [If a new yoga class is added]
 → Member list with the following goals: stress relief/physical fitness, and interests: yoga/pilates.
 
 [For the new HIIT class]
 → Member list with the goal of weight loss/muscle gain and visiting the gym at least 3 times a week.
 
 Instead of sending a uniform notice to everyone, we will individually contact members who are a good fit for the offer."

[Personal Proposal] Workflow 8: Upsell proposal for personal training

Trigger: Program used = "Machine Gym Only" ×
     Three months have passed since joining. Goal achievement status = "Stagnation."
Action: Create a task for the assigned staff member.
"{Member Name}'s progress towards achieving their goals has stalled."
 This is the perfect time to suggest a personal training trial session.
 
 Proposal Talk:
 Do you feel like you're a little stuck in your pursuit of your goals?
  If you have a professional trainer take a look at it
  "You'll often find a breakthrough there."
 
 "Instead of being pushy, start by empathizing with the problem before making a proposal."

Dashboard Design – The screen a gym manager checks every morning

① Emotional Temperature Distribution and Comparison with the Previous Month: Breakdown of emotional temperature (hot/warm/cool/cold) among all members and the percentage change from the previous month. An increase in "cool" or lower is a leading indicator of an increase in membership cancellations.

② List of members with decreased visit frequency: A list of members whose visits in the past two weeks have been less than 50% of the target. A prioritized list of members who should be followed up on today.

③ Member Milestone List (3, 6, and 12 Months Since Joining): This is a list of members who are reaching milestones this month. These are the members who will receive a pre-emptive congratulatory message.

④ Member list *after* goal achievement: Members who have achieved their goals but have not set new goals. This group is at the highest risk of leaving the group.

⑤ Corporate Contract Usage Summary: Average number of visits and active user rate for each contracting company. These figures need to be understood before renewal negotiations.


Management of corporate contracts and employee benefits plans

Corporate contracts for fitness gyms (cases where companies contract as part of employee benefits plans) require different management than individual memberships.

Manage projects Message
Contracted Company Records Contract details/Maximum number of users/Contract renewal date
Usage rate monitoring Actual monthly usage rate (if low, reporting to the company representative is required).
Update 2 months ago alert Automatic generation of the task "Check usage rate and satisfaction level and prepare update proposal".
Emotional temperature (corporate person) Managing the relationship with company representatives

For corporate clients, one cancellation can result in the loss of revenue equivalent to multiple clients. Therefore, "early relationship follow-up" is even more crucial than with individual clients.


Why "Personalized Proposals" Increase Retention Rates: From a CRM 4.0 Perspective

There is a significant difference in member retention rates between uniform communication, where the same information is sent to everyone, and personalized communication, where suggestions are tailored to each individual's goals, interests, and progress.

The experience of feeling "that gym knows me" creates motivation for continued participation. This is the fitness version of the CRM 4.0 concept of "resonating with the customer's emotions."

EMOROCO CRM Lite's combination of goals, interest categories, and visit frequency automatically narrows down the program to determine "which program is best suited for this person right now."
Even if staff members don't manually keep track of all members' information, the dashboard shows them "who to propose what to today."


Summary: From "preventing membership dropouts" to "designing a sustainable experience" for fitness gyms.

The term "preventing churn" is a passive approach that simply means "not losing" members. EMOROCO CRM Lite goes a step further: "designing an experience where continued use becomes natural."

  • Early detection of signs of membership cancellation through emotional intensity and visit frequency.
  • We provide proactive follow-up at the 1-month, 3-month, and 1-year milestones after joining.
  • Setting the next goal immediately after achieving the current one (the most important aspect of continuous planning)
  • We offer personalized programs tailored to your goals and interests.

Implementing these goals through "workflows and data" rather than "staff memory and intuition" is the key to "organizational continuity design" that functions even as the number of staff increases or personnel changes.

[The first step you can take starting today] First, set the "Goals and Objectives" and "Visit Frequency Goals" fields for all members and enter their emotional temperature. By simply setting up one "Early Detection Workflow for Declining Visit Frequency," a system that won't miss any signs of members leaving will start operating this month.

You can try it with a 30-day free trial.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/


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Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
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