Using the Free Swing Check as a lead funnel

What is the Free Swing Check?

A golfer uploads a video of their swing on your site, and you send back a short video analysis. Anyone who takes part appears as a lead in Admin → Clients with the source "Swing Check". Golfly then follows up on the lead automatically by email, until they book a lesson.

The Swing Check is part of the Golfly Pro + Swing Check subscription. Without that subscription the page does not exist on your site.

How do you use the Swing Check?

1. Share the /swing-check page of your site, on social media or via WhatsApp.
2. The golfer chooses their video, fills in the form and sends it. They see a thank-you page with what happens next, immediately get a confirmation email and you get a notification "New swing check".
3. Open the submission under Admin → Swing Checks, watch the video and upload your review video.
4. Write the most important improvement point and click Send review. The golfer gets an email with an access code.
5. Golfly then sends follow-up emails itself. If the golfer books a lesson, they stop by themselves. You can also mark them as a client yourself.

What does the golfer fill in?

The page is called "Free Swing Check" and promises a video review within 48 hours. The video comes first: on a phone the golfer picks a video from their gallery, on a computer they choose or drag a file. The page asks them to film with their phone's camera app first; recording from the browser gives low quality on an iPhone, which is why the page does not offer it. They immediately see a preview with the length and size. Then they fill in name, email address and what they struggle with most. Phone number is optional, and handicap or level, which club they use and what they have already tried are under More context for your coach (optional). They have to agree to your privacy policy.

The video must be MP4 or MOV, at most 50 MB. While sending, the golfer sees a progress bar. Below the upload box are collapsible filming tips: film at hip to chest height, from behind along the target line or straight from the front, with body, ball and the whole club in view, phone horizontal and in good light. Below that are the three steps: upload, you analyse, video review within 48 hours.

Good to know:

• If the video is longer than 30 seconds, the golfer sees a tip that one swing of about ten seconds is enough. The upload simply goes ahead.
• The form is protected against bots with a hidden field and a Turnstile check.
• If the email address belongs to an existing account on your site, the golfer has to log in first. An existing client keeps their original source.
• Submitting the same video twice is refused.

The inbox and the statuses

Under Admin → Swing Checks are all submissions, with the filter buttons All, Submitted, Reviewed, Viewed and Converted at the top.

• A new submission is submitted: the golfer has uploaded, you have not reviewed yet. In the list such a submission still carries the label "pending"; the Submitted filter button shows exactly these submissions.
• Reviewed: you have sent your review.
• Viewed: the golfer has opened the analysis with their code.
• Converted: you have marked the lead as a client.

Reviewing a swing

Open a new submission. You see the client details, the swing details (club, problem, already tried), the submitted video and the Upload review block.

1. Watch the swing.
2. Drag your review video to the upload box (MP4 or MOV). The upload starts straight away and goes directly to storage, so large phone videos are no problem. Upload MP4 rather than MOV: a .mov often does not play for clients on Chrome or Android, and Golfly warns you about that.
3. Meanwhile Golfly transcribes what you said. That usually takes 30 to 60 seconds. Then you see "AI suggestion based on your video" with the buttons Use as takeaway and Use as message. If it takes longer than 2 minutes, you see "Transcription is taking longer than expected" with Try again.
4. Fill in Key improvement for the client, and optionally Personal message (optional). Next to both fields is an AI button: type a few keywords and Golfly turns them into a neat text. You can adjust everything freely.
5. Click Send review. You see "Review sent!".

If the transcription fails, you see that and fill in the text yourself. The review simply sends without a suggestion.

What does the golfer receive?

An email "Your Swing Check is ready!" with your improvement point and a 6-digit access code. With that code they open the analysis page: at the top your review video with your name and the day you looked, next to it your main point and the buttons Book a lesson and Send a WhatsApp, and below that their own swing as a reference. The page follows the colours and the light or dark theme of your site. The code is remembered on their device, so on a next visit they do not have to type it in again. After 5 wrong codes the page locks for 15 minutes. As soon as they open the analysis, the status jumps to Viewed.

If the golfer has an account on your site, they also get a notification in the app and find the analysis again in My Account.

With See what the client sees you open the analysis page as they see it. That button is there as long as the status is Reviewed or Viewed.

Which emails go out automatically?

Immediately after submission: "Thanks! your first name is looking at your swing". You adjust that text under Admin → Notifications & emails, Emails to clients tab, at Swing Check received.

After your review a series starts, counted from the day of your review:

• After 3 days: "One tip I couldn't show you in your review". If the golfer has already viewed the analysis, they instead get "name, this is where I would start" a day after viewing.
• After 7 days: "How is your swing going?"
• After 14 days: "A simple drill for what I saw in your swing".
• After 21 days: "Send me another swing video?"
• After 30 days a final email.

Each next email only goes out if the previous one has been sent. The series stops as soon as the golfer has booked a lesson with you or as soon as you mark them as a client. In the Emails block on the detail page you see per email when it was sent and whether it was opened.

Turning a lead into a client

If the golfer has booked a lesson, the follow-up emails stop by themselves. If you also want to see them as a client in your inbox, click Mark as client and confirm with Yes, mark as client. The status becomes Converted. You cannot undo this, and this also stops the follow-up emails.

Frequently asked questions

Can I show an example analysis on the page?

Not yourself. The "See an example" link only appears on sites where Golfly set it up during setup.

Can I show a tip video on the thank-you page?

By default there is no video on the thank-you page, only the three steps and a link to your availability. On a custom site Golfly can set up a YouTube short of yours.

What happens if I delete a swing check?

Click Delete and confirm. The swing check, the videos and the associated emails are deleted. This cannot be undone. Golfly also cleans up swing checks older than 6 months by itself.

Am I warned about a new submission?

Yes, by email, in the app and as a push notification. You can switch this off under Admin → Notifications & emails, Your notifications tab, at Swing check submitted.

How large can the golfer's video be?

At most 50 MB, MP4 or MOV. The page asks for at most 30 seconds and shows a tip for a longer video, but does not refuse it. A long video does not slow down your own transcription; that concerns your review video.

Related

• Lesson updates
• Drills: your video library
• Managing your clients
• Customising emails to clients