Agentforce Handles 100% of Inbound Inquiries for Boutique Fitness Chain

A reputable boutique fitness chain was handling over 800 inquiries each month, overwhelming the front desk and sales team. With Agentforce SDR, they now respond instantly, book tours or trial classes in seconds, and offer tailored membership recommendations — all without adding staff.

About:
This boutique fitness chain offers personal training, group workouts, and wellness programs across multiple urban locations. They’re known for their high-touch approach — customized plans, progress tracking, and a welcoming atmosphere that keeps members coming back. With marketing campaigns driving hundreds of new leads each month, the challenge wasn’t attracting interest — it was managing it. Sales reps were juggling phone calls, emails, and walk-ins, which slowed response times, created data gaps, and left potential members waiting
Industry:
Professional Services
Partners since:
CLOUDS & TECHNOLOGIES:
Sales Cloud
Agentforce
MuleSoft
Marketing Cloud
The challenges

The Challenge – Growing Leads, Stretched Team

As the brand’s popularity grew, so did the pressure on their small sales and reception team.

  • 800+ monthly inquiries across email, chat, and web forms

  • Delays in responding to prospects meant lost conversions

  • Manual data entry into Salesforce led to missed details and follow-up errors
  • No central, automated process for scheduling gym tours or free trial classes

The result was an unsustainable workload where opportunities were slipping through the cracks. It became clear they needed a scalable, automated solution that could keep up with demand while freeing the team to focus on engaging with qualified leads.

The solution

The Solution – Agentforce SDR for Lead Intake & Booking

Redtag implemented Agentforce SDR to automate the entire inbound lead process:

  • Instant responses – Prospects chat directly with AI agents on the studio’s site or respond via email — getting instant answers on membership options, class schedules, and pricing.
  • Smart lead qualification – The AI gathers goals, preferred location, and class types, then automatically creates and qualifies the lead in Salesforce.
  • Automated bookings – Agentforce books gym tours or trial classes directly, syncing calendars in real time.

  • Email follow-Up – Marketing Cloud automations keep prospects engaged with tailored content until they decide to join.
  • Seamless data sync – MuleSoft ensures all lead and booking info flows between Salesforce, scheduling software, and marketing systems without errors.

Before Agentforce, we were constantly playing catch-up with inquiries. Now, prospects get answers and book tours right away, and our team spends more time welcoming new members than chasing leads.

Sales Manager, Boutique Fitness Chain
The RESULT

The Results – More Members, Less Admin

Since launch, the fitness chain has transformed how they handle prospects:

  • 100% inbound inquiry automation — no manual intake for chat or email leads

  • 45% faster membership conversions thanks to instant scheduling and quick answers

  • 50% less manual admin for front desk and sales staff

  • Consistent follow-up through automated email journeys until sign-up
Maria Soviak

Let’s talk about your project!

Gracie Lynch, Account Executive
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