Schedule initial client follow-up emails

Purpose

1. Automate initial follow-up email communications for new horse boarding stable clients, ensuring every client receives timely, personalized, and relevant onboarding information, stable policies, facility access guidance, and a welcome message, reducing manual effort and human error while maintaining high-touch engagement and automating efficient management of client relations.

Trigger Conditions

1. New client record created in stable management system.

2. Submission of online boarding form.

3. Entry added to CRM, such as HubSpot or Salesforce.

4. Payment or deposit received confirmation.

5. Scheduled onboarding or tour confirmation.

Platform Variants

1. Mailchimp

• Feature/Setting: Automate Email Campaigns – Configure automation triggers for onboarding journeys using "Customer Joins Audience".
  

2. SendGrid

• Feature/Setting: Marketing Campaign Automation – API endpoint `/v3/marketing/automations` for scheduled onboarding workflows.
  

3. Salesforce

• Feature/Setting: Process Builder or Flow Automation – Automate sending emails when new contact is added to "Boarding Clients" segment.
  

4. HubSpot

• Feature/Setting: Workflow Automation – Automated email trigger from "Contact Added to List" event.
  

5. Zoho CRM

• Feature/Setting: Email Workflow Rules – Automate follow-up based on "Lead Created" condition and action.
  

6. ActiveCampaign

• Feature/Setting: Automations Builder – Trigger: "Contact Submits Form" to send onboarding emails.
  

7. Microsoft Power Automate

• Feature/Setting: Outlook Email Automation – Flow triggers when "New Record" in Excel/SharePoint list.
  

8. Google Workspace (Gmail + Apps Script)

• Feature/Setting: Trigger-based Apps Script to automate Gmail follow-up upon Google Sheets row addition.
  

9. Brevo (ex Sendinblue)

• Feature/Setting: Email Automation – Transactional Emails API or Workflow; event type "contact added".
  

10. Pipedrive

• Feature/Setting: Smart Docs Automation – Automates email after contact is moved to "New Client" pipeline stage.
  

11. Intercom

• Feature/Setting: Automated Messages – Event-based "User Added" triggers onboarding series.
  

12. Freshsales

• Feature/Setting: Workflow Automations – Email sequence triggers with "Lead Conversion" event.
  

13. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder Automation – Automatedly starts onboarding sequence on tag application.
  

14. Klaviyo

• Feature/Setting: Flows Automation – "List Join" triggers onboarding emails via API.
  

15. Constant Contact

• Feature/Setting: Automated Email Series – Starts when new contact added to Boarding Clients list.
  

16. Drip

• Feature/Setting: Workflow Trigger – Automation upon "Subscriber Added" event.
  

17. Ontraport

• Feature/Setting: Automated Campaigns – Email sent when Contact fulfills onboarding trigger rule.
  

18. Gmelius

• Feature/Setting: Gmail Automation – Template sends upon form completion, facilitated by automated workflow.
  

19. BambooHR

• Feature/Setting: Automated Welcome Email in Onboarding workflow for new client contacts.
  

20. Airtable

• Feature/Setting: Automations – On "New Record in Boarders Table", automator sends email using configured action.
  

21. Slack (via SMTP/email app)

• Feature/Setting: Automated email workflow using Slack Actions for custom notification to client email.
  

Benefits

1. Automates consistent and timely follow-up to new clients, reducing onboarding delays.

2. Minimizes manual email work for staff, increasing operational efficiency.

3. Automates personalized communication based on client data.

4. Provides audit trail of communication with automation logs.

5. Enhances client experience by automating delivery of relevant info and resources.

6. Ensures no onboarding task is missed using automated workflows.

7. Scales client management as stables grow without increased email workload.