Case Study

Customer overview

Surge Lifestyle & Fitness is a fitness and wellness business. This story is structured around the operational workflows

identified for its Membroz case study: managing fitness operations through connected membership, sales, access and

engagement capabilities.

Key challenges

• Lead follow-up: Organizing enquiries and follow-ups as prospective members move toward membership purchase.
• Package administration: Managing fitness package offerings and associating purchases with member records.
• Access and reception: Connecting member eligibility with entry validation and front-desk workflows.
• Class coordination: Making group class schedules and participation easier to coordinate.

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Our approach & solution

• CRM and lead-to-member conversion: Organize enquiries, track prospects and support follow-up through the membership sales journey.
• Package sales: Configure fitness packages and associate sales with member records and relevant account information.
• Access control device integration: Connect compatible access devices with membership eligibility and entry validation, subject to the deployed configuration.
• Group class management: Support class scheduling and member booking workflows where enabled.
• Member and trainer apps: Provide role-appropriate mobile access to supported services, schedules and information.

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Business impact

The intended case-study narrative is improved visibility across the member lifecycle and more connected fitness

operations. Replace this statement with Surge-approved outcomes and evidence before publication. Suggested

measures to request: lead-to-member conversion, package sales, check-in processing time, class participation and

administrative effort.

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