Enhance Client Experience with Personalized Onboarding Emails

Personalized onboarding emails Onboarding is one of the most important processes cause after clients pay the invoice they want to see how the organization they pay for…work with their client that’s why you should hook them up with a strong onboarding experience Here’s a simple way you can try with AI Automation:

1.
Make a workflow that triggered by new client payment (by N8N)
2.
Wait 5 min and send a personalized onboarding email
3.
Add them to your project management DB like Trello or Asana automatically
4.
Wait 30 min and send and send your onboarding documentation (Optional)
5.
Send them a Calendly link to schedule a kick-off call
6.
This will make the clients feel supported from day one.