Welcome email sequences for new clients

Purpose

 1.1. Automate welcome email sequences to new acoustical consulting clients for efficient onboarding and consistent communication flow.
 1.2. Deliver essential service introductions, team contacts, project outlines, documentation, and key next steps.
 1.3. Ensure compliance with professional standards and set client expectations, timelines, and technical documentation access.
 1.4. Reduce manual effort, enhance client satisfaction, and streamline administrative onboarding processes.

Trigger Conditions

 2.1. New client contact creation or import in CRM or project management system.
 2.2. Client status change to ‘Onboarding’ or ‘Signed Contract’.
 2.3. Completion of initial proposal sign-off or contract agreement.
 2.4. Manual onboarding trigger by consulting or admin team.

Platform Variants

 3.1. Salesforce
 • Feature/Setting: Workflow Rule > Send Email Alert; configure for Lead/Account creation.
 3.2. HubSpot
 • Feature/Setting: Workflows > Enrollment Triggers > Send Email; use client lifecycle stage change.
 3.3. Zoho CRM
 • Feature/Setting: Automation > Workflow Rules > Send Mail Action when client is added.
 3.4. Microsoft Dynamics 365
 • Feature/Setting: Power Automate > When new Contact, send automated email via Outlook.
 3.5. Mailchimp
 • Feature/Setting: Audience > Automated Welcome Series; trigger on list sign-up or import.
 3.6. ActiveCampaign
 • Feature/Setting: Automations > Start Trigger > Subscribe to List > Send Series of Emails.
 3.7. SendGrid
 • Feature/Setting: Marketing Campaigns API > POST /marketing/singlesends; configure for new recipient.
 3.8. Constant Contact
 • Feature/Setting: Automated Email Series > Triggered by new contact addition.
 3.9. Drip
 • Feature/Setting: Workflow > Entry Trigger > Subscriber Added > Email Sequence.
 3.10. ConvertKit
 • Feature/Setting: Automation > When Tag Added > Send Email Sequence.
 3.11. Google Workspace (Gmail)
 • Feature/Setting: Apps Script > Trigger on Spreadsheet Row > send Gmail draft.
 3.12. Outlook 365
 • Feature/Setting: Power Automate Template > New Contact > Send Email via Outlook.
 3.13. Pipedrive
 • Feature/Setting: Workflow Automation > When Person Added > Send Email.
 3.14. Intercom
 • Feature/Setting: Series Automation > User Added > Automated Email Sequence.
 3.15. Zoho Campaigns
 • Feature/Setting: Autoresponders > Add Contact > Initiate Welcome Series.
 3.16. Brevo (ex Sendinblue)
 • Feature/Setting: Automation > New Subscriber Added > Launch Email Series.
 3.17. Keap
 • Feature/Setting: Campaign Builder > Contact Added > Send Email Sequence.
 3.18. Klaviyo
 • Feature/Setting: Flow Trigger > List Added > Welcome Series.
 3.19. Freshsales
 • Feature/Setting: Workflow > New Contact > Email Trigger.
 3.20. Monday.com
 • Feature/Setting: Automation > New Item in Board > Gmail/Outlook Email Integration.

Benefits

 4.1. Standardized, professional onboarding communication to all new engineering clients.
 4.2. Immediate, consistent delivery of key project information, timelines, and documents.
 4.3. Reduction in manual onboarding workload and human error.
 4.4. Improved client engagement, response rates, and satisfaction.
 4.5. Enables tracking of onboarding progress and client interactions for continuous process improvement.