Customer onboarding sequence
Each new customer gets the right welcome, setup tasks, and check-ins on time.
How it works · Customer onboarding sequence
STEP BY STEP
In
HubSpot
Stripe- Signed contract
- 1
Trigger01
Deal won or payment received
New customer
- 2
Welcome02
Welcome pack and access sent
Pack sent
- 3
Tasks03
Setup tasks created for the team
6 tasks
- 4
Check in04
Account manager calls at day 7
Booked
Human checkpoint
Out
- Follow-up task
Gmail- CRM record
How it works
01
The problem
New customers wait days for welcome steps and setup.
Step by step
- 01Trigger. Deal won or payment received.
- 02Welcome. Welcome pack and access sent.
- 03Tasks. Setup tasks created for the team.
- 04Check in. Account manager calls at day 7.Human checkpoint
Tools and control
02
Connects
- HubSpot
- Gmail
Slack
Notion
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Check in" step. Everything else runs on rules you agree, with every run logged.
More in Customer support
03
Customer support
Website and WhatsApp AI assistant
Routine questions answered instantly from approved content, with handover to a person.
See the workflowCustomer support
Email and ticket triage
Tickets are classified, prioritised, and drafted before an agent opens them.
See the workflowCustomer support
Voice receptionist and booking
Every call is answered, details captured, and bookings requested for confirmation.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.