Client Onboarding & CommunicationPurpose
1.2. Automatedly supply all resources, forms, introductory content, and community links necessary for a seamless onboarding.
1.3. Automate reminders, course access, and personalized greetings to improve engagement and ensure immediate value delivery post-purchase.
Trigger Conditions
2.2. New client contact is added to CRM.
2.3. Online signup form completion and submission by the client.
2.4. Event: Digital contract is signed.
Platform Variants
• Feature/Setting: Automate sending of introductory SMS; configure Messaging API with event-driven trigger (e.g., "payment_successful").
3.2. SendGrid
• Feature/Setting: Automate dispatch of customized welcome email sequence via Send API with templates; set automation via dynamic transactional templates.
3.3. Mailchimp
• Feature/Setting: Automate onboarding email series with "Customer Journeys"; configure trigger as "joins list after payment".
3.4. HubSpot
• Feature/Setting: Automate sequence with "Workflow" automation; entry trigger: new paid deal/contact created.
3.5. ActiveCampaign
• Feature/Setting: Automate email and SMS onboarding with "Automations"; configure trigger: tag ‘Paid Client’.
3.6. Intercom
• Feature/Setting: Automate onboarding chat message using "Series" automation; event-triggered on new paid user.
3.7. Slack
• Feature/Setting: Automate sending welcome message in private channel using Incoming Webhooks on CRM update.
3.8. Zapier
• Feature/Setting: Automate cross-platform workflows for onboarding steps; configure Zap with "New Stripe Payment" trigger.
3.9. Google Sheets
• Feature/Setting: Automate row addition for new clients; use Apps Script "onChange" event to trigger next onboarding steps.
3.10. Calendly
• Feature/Setting: Automate scheduling of first meditation session; invite sent on client entry through "Invitee Created" webhook.
3.11. DocuSign
• Feature/Setting: Automate sending guided agreements and waivers; API event on signup triggers template send.
3.12. Typeform
• Feature/Setting: Automate post-signup feedback or intake forms via Webhooks on form completion.
3.13. Notion
• Feature/Setting: Automate shared onboarding workspace creation; use database API to auto-generate client folders.
3.14. Trello
• Feature/Setting: Automate card creation per new client for instructor onboarding tracking; use Power-Up automation triggers.
3.15. Pipedrive
• Feature/Setting: Automate transition of deal stages to kick off onboarding; set automation on stage movement.
3.16. Salesforce
• Feature/Setting: Automate client journey mapped in "Process Builder"; trigger: opportunity marked as ‘won’.
3.17. ClarityFlow
• Feature/Setting: Automate onboarding message in client portal via API upon user creation.
3.18. Zoom
• Feature/Setting: Automate welcome webinar invitation email using Meetings API on new client.
3.19. WhatsApp Business API
• Feature/Setting: Automate personalized WhatsApp onboarding messages; trigger via API integration after payment.
3.20. Kajabi
• Feature/Setting: Automate assignment of members to onboarding course sequence via "Automations" on purchase.
3.21. Microsoft Teams
• Feature/Setting: Automate welcome message or onboarding checklist in a private channel via Teams API.
3.22. Asana
• Feature/Setting: Automate onboarding task assignment for meditation coaches when a client signs up; use Rules automation.
3.23. Airtable
• Feature/Setting: Automate record creation for each client onboarding phase; use "Automations" on form completion.
3.24. Stripe
• Feature/Setting: Automate confirmation and notification through Webhooks on successful payment event.
Benefits
4.2. Reduces manual errors by automating repeated tasks in client communication and scheduling.
4.3. Automates delivery of critical educational materials for meditation clients, increasing engagement and retention.
4.4. Automating onboarding enables the instructor to focus on teaching, not administration.
4.5. Automation frees up staff resources, enabling scalability in client onboarding without hiring additional team members.