New client onboarding and welcome email sequence

Purpose

1.1. Automate the entire onboarding and welcome process for new aerobics clients to streamline sign-up, confirmations, account setup, initial communication, form collection, and nurture flows.
1.2. Deliver essential welcome resources, class guidelines, schedules, introductory offers, and contact information promptly and personalized.
1.3. Reduce manual administration, increase client engagement, and ensure every client receives a consistent, professional first impression.

Trigger Conditions

2.1. Submission of a new client registration form on the website.
2.2. Payment completion via online payment gateway.
2.3. Manual addition of a new client in CRM or studio management software.
2.4. API event: new member record created in fitness app or membership system.
2.5. Subscription event from landing page or referral program signup.

Platform Variants

3.1. ActiveCampaign
• Feature/Setting: Automations – configure to send a welcome sequence when contact is added to “New Client – Aerobics” list.
3.2. Mailchimp
• Feature/Setting: Customer Journeys – trigger an onboarding email series when a tagged sign-up occurs.
3.3. HubSpot
• Feature/Setting: Workflows – set automatic email and task sequences upon new contact creation with “Aerobics Client” property.
3.4. ConvertKit
• Feature/Setting: Sequences – auto-send onboarding email strings on form submission “Aerobics Onboard.”
3.5. Salesforce
• Feature/Setting: Process Builder – launch onboarding flow on creation of Lead/Contact with aerobics source.
3.6. Zendesk Sell
• Feature/Setting: Triggers & Automations – email onboarding when “Client Type” is set to Aerobics.
3.7. Pipedrive
• Feature/Setting: Workflow Automation – send welcome email on new person in “Aerobics Pipeline.”
3.8. Zoho CRM
• Feature/Setting: Workflow Rules – configure “Send Email” action on new aerobics client contact.
3.9. Infusionsoft (Keap)
• Feature/Setting: Campaign Builder – start onboarding action sequence on new client tag.
3.10. Google Workspace
• Feature/Setting: App Script/Calendar API – auto-send welcome via Gmail and invite to Google Meet intro session.
3.11. Slack
• Feature/Setting: Workflow Builder/API – post welcome message in “New Clients” channel when user added.
3.12. Twilio
• Feature/Setting: Messaging API – SMS onboarding details triggered by new contact webhook.
3.13. SendGrid
• Feature/Setting: Marketing Campaigns API – dispatch scheduled welcome series on recipient import/event.
3.14. Intercom
• Feature/Setting: Series – automated messages to app users flagged as new aerobics members.
3.15. Whatsapp Business API
• Feature/Setting: Template Messages – send onboarding info immediately after opt-in event.
3.16. Microsoft Power Automate
• Feature/Setting: Flow – trigger welcome email from Outlook/Teams on form submission.
3.17. Typeform
• Feature/Setting: Integration Webhooks – send completed onboarding form details for downstream welcome action.
3.18. Notion
• Feature/Setting: API – create a new page for client onboarding and send notification.
3.19. Trello
• Feature/Setting: Automation/Butler – email checklist to new “Client” card on “Aerobics” board.
3.20. Asana
• Feature/Setting: Rule Automation – auto-create onboarding tasks and send project welcome note.
3.21. Calendly
• Feature/Setting: Workflows – trigger custom email/SMS after booking first aerobics class.

Benefits

4.1. Provides a tailored, immediate welcome to new aerobics clients.
4.2. Improves client retention and satisfaction via fast, consistent follow-up.
4.3. Reduces manual data entry and repeated tasks for staff.
4.4. Enables multi-channel engagement (email, SMS, app, calendar).
4.5. Increases operational efficiency and tracks client engagement from day one.