OTF Lead Engine
Funnel walkthrough · v3
End-to-end funnel preview

Every click. Every text.
Every booked class.

A scroll-through of the lead acquisition engine we built for Orangetheory Sudbury. From the first Meta ad impression to a member walking through the door — and the automations that bring them back if they don't.

Scroll the funnel
01Phase 01 · Awareness

Meta Ads in the feed

4 creative angles running in parallel across Facebook & Instagram, geo-targeted to Sudbury and surrounding zip codes. Every ad drives to a single high-intent landing page.

9:41
Instagram
OTF
orangetheory.sudbury
Sponsored · Sudbury, MA
Your body keeps burning for 36 hours after class.
Science-backed. Coach-led. First class free in Sudbury.
orangetheory.com/sudburyBook Free Class
Active creative variants
Static banner library
02Phase 02 · Click → Convert

Single-purpose landing page

Tap the ad, land here. Hero is the offer, Calendly is floated top-right, every section below answers an objection — the only CTA on the page is to book the free class.

🔒 orangetheory.com/sudbury/free-class
ORANGETHEORY SUDBURY, MA
423 Boston Post Rd, Sudbury, MA 01776
Free Intro Class

FITNESS
THAT FITS
YOUR LIFE.

Efficient, effective 60-minute workouts designed for real people with busy schedules — coach-led, heart-rate tracked, results measured.

Book your free intro class on the calendar →
Calendly
studio1042
Free Class at Orangetheory Fitness
1 hr
423 Boston Post Rd, Sudbury, MA 01776
Select a Day
June 2025
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Time zone
Eastern Time - US & Canada (10:50)
Fitness Membership Benefits

THE WORKOUT THAT KEEPS YOU COMING BACK.

Coach led. Heart rate based. Built for real people with real schedules — and real results.

01
Results you can actually see

Whether your goal is weight loss, lean muscle, improved endurance, or simply feeling better, every workout is designed to move you toward measurable results. No guessing. No wandering around a gym wondering what to do next.

02
Motivation built in

Our certified coaches guide every workout, help you with form, and push you when you need it most. You'll never work out alone, and you'll never have to create your own fitness plan.

03
A different workout every day

No two workouts are the same. Every day brings a new challenge that keeps you engaged, prevents boredom and helps you continue making progress long after other fitness programs become stale.

04
Incredible value for unlimited fitness

For about $12–$14 per class, members get coach-led workouts, heart-rate technology, strength training, cardio, performance tracking, benchmark testing, and a proven system that delivers results. Few fitness options can match the value.

Inside The Studio

THIS IS WHAT A CLASS LOOKS LIKE.

NOBODY WHO WALKS IN HERE STAYS THE SAME.

Real members. Real coaches. Real results — tracked, measured, celebrated.

8.6%
Average body fat lost
2.6%
Lean muscle gained
18
Classes / 8 weeks
Member Reviews

YOU DON'T HAVE TO FIGURE IT OUT ALONE.

Real reviews from Sudbury members.

"Best workout in 60 minutes hands down. Between family and work my time is quite limited. With Orangetheory all I have to do is schedule and show up — the rest is guided from there."

Verified member
Sudbury, MA · Google Review

"I'm noticeably stronger after just a few months. Since I sign up ahead I'm committed so I don't skip. I workout much harder here than I ever did on my own."

C.L.
Sudbury, MA · intro369

"Efficient, full-body workout in an hour. Coaches are amazing. Keeps me motivated to push myself. Best part is the results I've seen in only 6 weeks."

A.S.
Sudbury, MA · intro560
5.0 Stars · 94 Google Reviews · 94% recommend on Facebook
ORANGETHEORY FITNESS
Sudbury
423 Boston Post Rd, Sudbury, MA 01776
(978) 555-0142
Mon–Fri 5:00 AM – 7:45 PM · Sat/Sun 7:00 AM – 11:45 AM
Book your free class →
© 2025 Orangetheory Fitness Sudbury. All rights reserved.
03Phase 03 · Speed-to-lead

AI voice agent calls the no-bookers

If a lead fills the form but doesn't pick a Calendly slot, our AI voice agent calls them within minutes. Natural-sounding, warm, never pushy. Books straight into Calendly mid-call, or hands off to a studio rep if they ask for one.

9:41
Active call · 02:14
M
Maya · OTF Sudbury
+1 (978) 555-0142 · mobile
AI Voice Agent
Live transcript
Maya (AI)
Hi, is this Alex? This is Maya calling from Orangetheory Sudbury — I saw you grabbed our free class offer earlier today, do you have a quick second?
Lead
Yeah, sure — go ahead.
Maya (AI)
Awesome, I won't keep you long. I just wanted to help you lock in a time before the weekend slots fill up. Are you thinking morning or evening?
Lead
Probably mornings, around 6am if you have it.
Maya (AI)
Perfect — 6am is our most popular slot. I'm looking at Tuesday, Thursday, or Saturday this week. Which one works best for you?
Lead
Saturday.
Maya (AI)
Locking in Saturday at 6am at the Sudbury studio. You'll get a confirmation text, email, and calendar invite in about 30 seconds. Please arrive 30 minutes early so we can fit your heart-rate monitor and show you around. Sound good?

How the voice agent works

Trigger
Lead lands in Referrizer with the 'Lead' tag (via Zapier from Meta) and no 'Booked' tag after 5 minutes — agent dials out.
Cadence
Up to 3 call attempts over 72h (morning + evening windows). Voicemail drop + follow-up SMS if no answer.
Voice
Natural, conversational. References "Sudbury studio" by name. Detects voicemail vs. live pickup.
Booking
Reads live Calendly availability mid-call and confirms the slot before hanging up. Bookings are immediately texted to the studio manager and re-tagged in Referrizer.
Escalation
Unresolved requests or human hand-offs are texted to the studio team so they act fast.
Exit
Auto-stops the moment the 'Booked' tag fires in Referrizer, or on opt-out / human request.
04Phase 04 · Booked

Calendly fires the welcome stack

The instant a slot is confirmed, Calendly re-tags the lead as 'Booked' in Referrizer and triggers the 3-touch welcome stack: email confirmation, text confirmation, and an editable calendar invite. Every message tells the lead to arrive 30 minutes early and includes the “What to expect in your first class” video.

Instant · 0s after booking
Email
From: hello@orangetheory.com
You're in 🧡 First class confirmed at OTF Sudbury

Hey {first_name} — your free intro class is locked in for Saturday 6:00 AM at Orangetheory Sudbury. Please arrive 30 minutes early so we can fit your heart-rate monitor, show you the studio, and get you set up. Watch: "What to expect in your first class" →

Instant · 0s after booking
SMS
You're booked for Saturday 6:00 AM at OTF Sudbury. Arrive 30 min early — we'll fit your HR monitor and give you a quick studio tour. See you soon!
via Twilio · OTF Short Code
Instant · calendar invite
Email
From: hello@orangetheory.com
Calendar invite: OTF Sudbury Free Class

Editable calendar invite attached. Event: Free Intro Class at Orangetheory Sudbury, Saturday 6:00 AM. Note: Arrive 30 minutes early for check-in and heart-rate monitor fitting. Add to calendar →

Integration mapMeta Lead AdZapierReferrizer (Tag: Lead)Calendly bookingReferrizer (Tag: Booked)
05Phase 05 · Referrizer 11-Day Drip

Lead nurture sequence

The AI agent's 3-day burst and the 11-day Referrizer cadence run at the same time. Real SMS and email previews below — exactly what the lead sees in their phone and inbox.

RAutomated via Referrizer·Triggered by Referrizer tag event → sequence auto-pauses on booking, reply, or unsubscribe.
Touch 1 · Day 1
Fires in parallel with AI agent calls
Referrizer SMS
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Hey Alex, Maya again — wanted to make sure you got the calendar link. Want me to grab a spot for you?
Delivered
Text Message
Touch 2 · Day 2
Why people start with us
Referrizer Email
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
The thing nobody tells you about your first OTF class — your coach already has your name.

Here's what to expect…

via Referrizer · unsubscribe
Touch 3 · Day 3
Continues while AI agent is still calling
Referrizer SMS
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Last reminder from me — slots for this weekend are going fast at OTF Sudbury. Want morning or evening?
Delivered
Text Message
Touch 4 · Day 4
Social proof
Referrizer SMS
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Member story: "I lost 18 lbs in my first 3 months at OTF." Curious what's possible? Free class still on us.
Delivered
Text Message
Touch 5 · Day 5
Science angle
Referrizer Email
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
What the 'orange zone' actually does to your metabolism.

(Spoiler: it works for 36 hrs after you leave.)

via Referrizer · unsubscribe
Touch 6 · Day 6
Schedule poll
Referrizer SMS
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Quick one: would early morning (5–6am) or after work (5–7pm) work better for your free class?
Delivered
Text Message
Touch 7 · Day 7
Coach intro
Referrizer Email
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
Meet Coach Sam → 12 years of coaching, runs all our 6am classes.

He'll be the one greeting you.

via Referrizer · unsubscribe
Touch 8 · Day 8
Urgency
Referrizer SMS
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Alex, holding 2 spots for Sat 6am and Sun 8am. First come first served — want either?
Delivered
Text Message
Touch 9 · Day 9
FAQ
Referrizer Email
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
"Am I fit enough for OTF?" — short answer: yes.

Long answer inside, with what to expect minute by minute.

via Referrizer · unsubscribe
Touch 10 · Day 10
Direct ask
Referrizer SMS
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Still thinking about that free class? No pressure — just reply YES and I'll lock something in for you.
Delivered
Text Message
Touch 11 · Day 11
Last touch
Referrizer Email
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
One last note from OTF Sudbury.

The offer's still here when you're ready — door's always open.

via Referrizer · unsubscribe
06Phase 06 · Referrizer Win-back

No-shows get the warm comeback

Triggered the moment the Calendly–Referrizer integration flags the booking as a no-show. Tone is rebook, not guilt-trip. Sequence exits the instant they rebook.

RAutomated via Referrizer·Triggered by Referrizer tag event → sequence auto-pauses on booking, reply, or unsubscribe.
Within 30 min · Warm, not punishing
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Hey Alex, missed you in class today — everything okay? Want me to grab a spot for you tomorrow morning?
Delivered
Text Message
+2 hours · Saw you missed today's class
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
Saw you missed today's class.

Life happens. Your spot's still here — pick a new time in one tap.

via Referrizer · unsubscribe
Day 2 · After AI touch, no reply
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Quick one — want me to put you on the standby list for the 6am? Spots open up daily.
Delivered
Text Message
Day 3 · Member-style nudge
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
3 classes a week is the magic number.

Here's why missing one matters less than you think — and how to bounce back.

via Referrizer · unsubscribe
Day 5 · Re-book offer
OTF
OTF Sudbury
+1 (978) 555-0142 · Text Message
Today 9:14 AM
Bringing back the free re-engagement class — no charge, no commitment. Want it on the books?
Delivered
Text Message
Day 7 · Final touch
Inbox
New
OTF
Orangetheory Sudbury
9:14 AM
to alex@email.com
Door's still open at OTF Sudbury.

When you're ready, we're ready.

via Referrizer · unsubscribe