Automations → New client → welcome email → onboarding checklist → alert
New client → welcome email → onboarding checklist → alert
The moment a client signs, three things happen on their own: they get an email that says what comes next, an onboarding checklist opens, and the team is alerted.
The problem
A new client’s first week decides whether they stay. It is also exactly the week everyone is busy closing the next one. The client waits for an email that never comes.
What happens when it runs
- A webhook receives "new client" from the form or CRM
- A welcome email from the template, with the name and the next three steps
- A row in the onboarding sheet with 5 open tasks and due dates
- A Telegram message to the team
The tools inside
- Make — the automation engine · Sign up (one month of Core free) →affiliate link
- Gmail — email
- Google Sheets — log and lists
- Telegram — alerts
Before you start
Three things to have ready before importing, or Make will ask and you will have to leave halfway:
- The webhook address
- The welcome email wording
- The onboarding spreadsheet id
- Chat ID
Sheet templates
The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.
- Onboarding list ·
date | name | email | task | due | statusDownload ↓
How to import (2 minutes)
- In Make: Scenarios → Create a new scenario
- At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
- Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
- Replace every value in double curly braces ({{…}}) with your own from the list above
- Run once with a test row in the sheet. Only when it passes — Schedule and ON
The video
Watch on YouTube → · Subscribe to BuilderStack · Telegram channel
What does not work in it
- An automatic email that sounds automatic ruins the moment. Write it as you would to one client.
- The checklist opens itself; nobody closes it by itself. Without an owner per task it is a spreadsheet of guilt.
Affiliate link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.
More automations
All automations →
QUOTE FOLLOW-UPQuote unanswered for 3 days → one follow-up, automatic
Every quote sent and unanswered within three days gets one short follow-up email, and the consultant gets an alert. Nothing to remember, nobody to chase.
REVIEW ASKProject closed → 7 days → a Google review request
A week after a project is marked "done", the client gets a personal email with a direct link to write a review. Once, at the right moment.
NO-SHOW SHIELDA meeting tomorrow → a reminder 24 hours ahead, with a "can't make it" link
Every morning, each of tomorrow's meetings in the sheet gets a reminder email with the time and a "can't make it" link. Whoever cannot come says so in advance, instead of not showing up.