Skool Member Follow-Up Tracker: What to Track and Automate
A Skool member follow-up tracker helps you know who needs attention.
At first, you may track this in your head.
Then the community grows.
Suddenly you have:
New members to welcome.
Inactive members to check on.
Questions to answer.
Wins to celebrate.
Canceling members to follow up with.
People who need resources.
People who asked for help and disappeared.
That is when you need a system.
Here is what a Skool follow-up tracker should include.
𝗠𝗲𝗺𝗯𝗲𝗿 𝗻𝗮𝗺𝗲
Who needs follow-up?
𝗝𝗼𝗶𝗻 𝗱𝗮𝘁𝗲
How long have they been in the community?
𝗦𝘁𝗮𝘁𝘂𝘀
New, activated, active, inactive, drifting, at-risk, power user.
𝗚𝗼𝗮𝗹
What did they say they wanted?
𝗦𝗲𝗴𝗺𝗲𝗻𝘁
Accountability, feedback, resources, coaching, beginner, advanced, stuck.
𝗟𝗮𝘀𝘁 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆
When did they last post, comment, or engage?
𝗟𝗮𝘀𝘁 𝗳𝗼𝗹𝗹𝗼𝘄-𝘂𝗽
When did you last message them?
𝗡𝗲𝘅𝘁 𝗮𝗰𝘁𝗶𝗼𝗻
What should happen next?
Examples:
Send welcome DM.
Invite to help thread.
Send resource.
Check on blocker.
Ask for testimonial.
Trigger retention workflow.
𝗥𝗶𝘀𝗸 𝗹𝗲𝘃𝗲𝗹
Are they healthy, drifting, or at-risk?
The problem with a manual tracker is that it gets stale.
A better system updates based on member behavior and triggers the follow-up automatically.
Want a Skool member follow-up tracker that connects to workflows? StickyHive helps Skool owners track members, segments, activity, and next actions.
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Sasha Zotov
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Skool Member Follow-Up Tracker: What to Track and Automate
Skool Automation
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