Automated client onboarding emails and instructions

Purpose

1.1. Initiate timely, personalized onboarding for aerial photography clients, delivering contracts, instructions, and preparation steps to streamline client intake, reduce manual workload, and enhance professional image.
1.2. Enable seamless communication of requirements (drone flight areas, weather coordination, shoot prep), share legal forms or NDAs, and confirm schedules with automated messages or documents immediately upon lead conversion.

Trigger Conditions

2.1. New client submits inquiry form on website.
2.2. Client details added to CRM or lead list.
2.3. Payment or deposit confirmation received.
2.4. Manual trigger by sales rep for high-value or custom projects.

Platform Variants

3.1. HubSpot
• Feature: Workflows > Automated Email Sequence
• Configure: Trigger on new contact in Aerial Clients list; send onboarding email template.

3.2. Salesforce
• Feature: Process Builder > Email Alerts
• Configure: On Account creation, attach Welcome Guide PDF in email alert.

3.3. Mailchimp
• Feature: Customer Journey > Welcome Automation
• Configure: Auto-send detailed onboarding series after tag ‘Aerial-Client’ applied.

3.4. ActiveCampaign
• Feature: Automation Builder > Send Email
• Configure: Automated message with legal disclaimers and client portal link on new deal entry.

3.5. Zoho CRM
• Feature: Workflow Rules > Email Notification
• Configure: Send onboarding checklist email when lead field “Service Type” is Aerial.

3.6. Pipedrive
• Feature: Workflow Automation > Email
• Configure: Auto-trigger welcome details when deal is marked ‘Won’ in ‘Aerial Photography’ pipeline.

3.7. Airtable
• Feature: Automations > Send Email Action
• Configure: On record creation in “Aerial Projects,” email onboarding packet.

3.8. Trello
• Feature: Butler Automation > Email
• Configure: Card moved to “Onboard Client” triggers instruction email.

3.9. Google Sheets
• Feature: Apps Script > MailApp.sendEmail
• Configure: Script runs on new row in “New Aerial Clients” sheet to send onboarding instructions.

3.10. Microsoft Power Automate
• Feature: Automated Flow > Send Email via Outlook
• Configure: New item in SharePoint “Aerial Inquiries” list triggers onboarding email.

3.11. Slack
• Feature: Workflow Builder > Send Message
• Configure: Notifies internal team and DMs client onboarding link after form completion.

3.12. Twilio SendGrid
• Feature: API v3 /mail/send
• Configure: API call sends ‘Welcome to Aerial Imaging’ with PDF instructions attached.

3.13. Intercom
• Feature: Series > Automated Message
• Configure: New user added, send onboarding email with scheduling link and requirements.

3.14. Drip
• Feature: Automation Rules > Send Campaign
• Configure: New subscriber labeled “Aerial” receives onboarding workflow.

3.15. Freshsales
• Feature: Workflow > Email
• Configure: On new deal creation in Aerial segment, send setup email.

3.16. Asana
• Feature: Rules > Send Email
• Configure: Task set to “Client Onboarding” emails instructions via Gmail.

3.17. ClickUp
• Feature: Automations > Email
• Configure: New task in “Aerial Client Intake” list sends onboarding email.

3.18. Streak CRM
• Feature: Pipelines > Mail Merge
• Configure: New box in pipeline triggers onboarding email with forms attached.

3.19. Monday.com
• Feature: Automations > Integrations > Gmail/Outlook
• Configure: New client pulse triggers onboarding sequence.

3.20. Copper
• Feature: Workflow Automation > Email
• Configure: Newly converted lead triggers personalized onboarding message.

3.21. Dubsado
• Feature: Workflow > Send Form/Email
• Configure: Newly signed contract triggers welcome instructions and questionnaire.

3.22. Gmail API
• Feature: users.messages.send
• Configure: Programmatically send onboarding emails with attachments post-form submission.

Benefits

4.1. Ensures all new aerial photography clients receive necessary information without delay.
4.2. Reduces manual work for onboarding and consistency across all client interactions.
4.3. Secures compliance by delivering legal and safety documents automatically.
4.4. Accelerates client readiness and project turnaround via immediate, structured communication.
4.5. Enhances professionalism and client satisfaction from the first contact onwards.