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B2C Automations

3 open1 waiting2 calls1 file

The list · tap the number to tick

01

Test open house leads into Mindbody via the APIcall 36:36 · UNBLOCKED: account live 13 Aug · Pat's leads sheet below

This wk
02

Set up Mindbody permissions: Maroochydore + Mt Gambier lead formsemails 17 Aug · Madi + Alanna, both on Pat's Meta Ads steps

This wk
03

Stay "super mindful" on all Stretch sends, with Patcall 43:13 · next few weeks

Ongoing
✓

Check the dev account thread for Mindbody; reply askingDone via email · dev account approved + account created 13 Aug · spotted by sync

Done

Decisions

17 Aug

Caution mode on all Stretch sends after mis-send #2; Stretch investigating the Mindbody list-pull bug.

17 Aug

Klaviyo vs Stretch merch segmentation becomes its own project + strategy.

Status

Mindbody access sorted (approved 13 Aug); leads test unblocked. Franchisees now asking for lead-form permissions. Stretch still in caution mode. Repo lanes: active/lead-import, active/lifecycle-journeys.

Calls

Weekly Marketing WIP

10:01am · team

3 actions here

Onboarding + more

9:32am · Josie

1 action here

Files

Open House 2026 HQ LeadsPat · linked
Waiting onStretch: list-pull fix
Static render from the repo data layer · ticks save on this device only