Automate Welcome Emails for Clients

Overview

This automation makes sure every new client gets a helpful, personalized welcome email within seconds — no manual drafting or sending required. Whether you're a coach, consultant, or agency, this eliminates forgetfulness and builds trust from day one.

Problem

Many service businesses manually send onboarding messages or forget to send them entirely — leading to client confusion or drop-off.

Solution

Send warm, AI-personalized welcome emails automatically as soon as a client signs up, books a call, or fills a form.

How It Works

1. Detect when a new client signs up or books via Calendly, Notion form, or Stripe checkout
2. Trigger automation in n8n
3. Use OpenAI to generate a customized welcome email based on client name, package selected, or intake form
4. Send the email via Gmail with your branding and signature
5. Log the interaction in a CRM or Google Sheet (optional)
6. Optionally schedule follow-ups or next steps automatically