Welcome email/SMS sequence for new clients

Purpose

1.1. Engage new air duct cleaning clients rapidly with tailored welcome messages via email and SMS.
1.2. Establish immediate trust, set expectations, and share onboarding materials or promotions.
1.3. Ensure compliance with communication best practices for HVAC professional services.
1.4. Capture client responses for further workflow automation (scheduling, reviews, feedback).
1.5. Enable contact segmentation for future marketing or service reminders.

Trigger Conditions

2.1. New client details entered in CRM or booking system (manual entry, webform, or API).
2.2. Payment confirmation or booking completion event received via integrated system.
2.3. Lead status updated to “customer” in sales pipeline.

Platform Variants

3.1. Twilio (SMS)
• Feature: Messaging API
• Setting: From verified number, recipient is new client, message body template set with variable merge (Name, Service Date).
3.2. SendGrid (Email)
• Feature: Transactional Templates
• Setting: API key used by automation, dynamic fields mapped (Name, Appointment Info).
3.3. Mailchimp
• Feature: Automated Customer Journey
• Setting: Trigger set to list add, automation sends welcome with follow-up.
3.4. ActiveCampaign
• Feature: Automation Workflow
• Setting: “Add contact” trigger, automated welcome series with conditional splits for SMS/email.
3.5. Salesforce
• Feature: Email Alert
• Setting: Workflow rule on “New Client” record, configuration of email template and recipient.
3.6. HubSpot
• Feature: Workflows
• Setting: Enrollment trigger on new contact, personalized email creation, SMS integration via API.
3.7. Klaviyo
• Feature: Flows
• Setting: Event-based trigger, SMS and email branches with HVAC-specific content.
3.8. Zoho CRM
• Feature: Workflow Automation
• Setting: Trigger on record creation, email or SMS via Zoho Campaigns/Twilio integration.
3.9. Freshdesk
• Feature: Automations (Supervisor rules)
• Setting: Trigger on ticket/contact creation, automated message sent.
3.10. Pipedrive
• Feature: Workflow Automation
• Setting: Deal moved to “Won,” send email via integrated email provider.
3.11. Google Workspace (Gmail)
• Feature: Apps Script/API
• Setting: Script listens to Contacts, triggers welcome template.
3.12. Microsoft Power Automate
• Feature: Automated Flow
• Setting: Trigger on form submission, action to send Outlook email and SMS via connector.
3.13. Brevo (formerly Sendinblue)
• Feature: Automation
• Setting: List subscription event, send email template, optional SMS add-on.
3.14. Constant Contact
• Feature: Automated Welcome Emails
• Setting: List join, generic or dynamic content template.
3.15. Intercom
• Feature: Event-based Messaging
• Setting: Triggered by new contact event; in-app/email/SMS option.
3.16. Slack
• Feature: Workflow Builder/API
• Setting: Welcome DM via custom API for internal teams (account manager alert).
3.17. SMSGlobal
• Feature: SMS API
• Setting: API key, number validation, message body mapping.
3.18. Mandrill (Mailchimp Transactional)
• Feature: Transactional Email
• Setting: Trigger via API, custom template link for cleaning services.
3.19. Infusionsoft (Keap)
• Feature: Automation Campaign
• Setting: Contact tag applied, campaign starts SMS/email series.
3.20. Zapier
• Feature: Multi-step Automation
• Setting: Webhook or CRM event, actions for sending through any above provider.

Benefits

4.1. Increase client retention via fast, professional onboarding.
4.2. Limit staff workload and manual errors in communication.
4.3. Centralize client data capture and engagement analytics.
4.4. Accelerate service delivery and feedback cycles.
4.5. Support compliance with communication standards and privacy laws.