Automated welcome email series for new clients

Purpose

1.1. Deliver a stepwise, branded email sequence automatically to newly onboarded advertising agency clients, ensuring consistent information delivery, goal alignment, document collection, service expectation management, and ongoing engagement early in the client relationship.
1.2. Foster client satisfaction by ensuring prompt, relevant communication and reducing manual onboarding labor.
1.3. Educate clients on agency processes, gather required info, introduce account teams, share timelines, and provide valuable resources from day one.

Trigger Conditions

2.1. New client record is created in CRM or onboarding form is submitted.
2.2. Client marked as “Onboarded” in project management platform.
2.3. Successful contract signature via e-signature tool triggers entry.
2.4. Initial payment confirmation or invoice reconciliation flags client as new for sequence.

Platform Variants

3.1. HubSpot
• Feature/Setting: Workflows ➝ Enrollment Trigger (“New Contact,” “New Deal Closed-Won”); Action: “Send Email”; Configure delays between sequence steps.
3.2. Salesforce
• Feature/Setting: Process Builder / Flow ➝ Trigger (“Lead Converted” or “Opportunity Closed Won”); Action: Send Email Alert (template assignment).
3.3. Zoho CRM
• Feature/Setting: Workflow Rules ➝ Trigger (Lead/Contact created or Stage advanced); Action: “Send Email Notification” (sequence with time-based actions).
3.4. Mailchimp
• Feature/Setting: Customer Tag or List Addition ➝ “Automations” (Email Series); Schedule follow-up emails (days/hours after trigger).
3.5. ActiveCampaign
• Feature/Setting: “Automation” ➝ Trigger (Contact added to list or tag); Action: “Send Email” nodes; Conditional waits between messages.
3.6. Klaviyo
• Feature/Setting: “Flows” ➝ Trigger (“List Subscribe” or segment membership); Branching with time delays and conditional logic.
3.7. SendGrid
• Feature/Setting: Marketing Campaigns ➝ Automation Builder; Trigger on contact list add; Configure message schedule and templates.
3.8. Gmail (via Google Workspace API)
• API: Users.messages.send; Script: trigger on form submission or CRM update; Send templated email with dynamic fields.
3.9. Outlook (via Microsoft Graph API)
• API: /me/sendMail; Automate using workflow trigger from CRM/Power Automate integration.
3.10. Pipedrive
• Feature/Setting: Workflow Automations ➝ When deal stage moves to “Onboarded”; Action: “Send Email using Template”.
3.11. Trello
• Integration: Power-Up/Automation ➝ Trigger on new card in “Clients” list; Action: webhook to email platform for sequence initiation.
3.12. Monday.com
• Integration: Automations ➝ Trigger “Status changes to Onboarded”; Action: notify email system via webhook.
3.13. Asana
• Integration: Rule “Task marked complete in 'Onboarding' project” ➝ Webhook/API to email delivery service for sequence trigger.
3.14. Slack
• App: Workflow Builder ➝ Trigger when new client channel created; Action: webhook to initiate welcome sequence via email app.
3.15. Constant Contact
• Feature/Setting: “Automated Email Series”; Trigger: contact joins list; Configure onboarding drip emails.
3.16. Marketo
• Feature/Setting: Smart Campaigns ➝ Trigger: “Added to List” or “Program Enrollment”; Flow: Send Email, Wait steps.
3.17. Intercom
• Feature/Setting: “Series” ➝ Entry: conversation tag or user attribute; Action: automated emails, delays, branching.
3.18. Drip
• Feature/Setting: Automation ➝ Trigger (New subscriber or tag); Sequence of emails with delays, dynamic content.
3.19. Infusionsoft (Keap)
• Feature/Setting: Campaign Builder ➝ Trigger “New Contact”; Action: email drip series with timers and branching.
3.20. Calendly
• Integration: Workflow/Automation ➝ On scheduled onboarding call, trigger webhook to fire welcome sequence in email platform.

Benefits

4.1. Immediate, consistent communication enhances brand professionalism and client experience.
4.2. Scalable outreach decreases manual time investment, freeing staff for higher-value tasks.
4.3. Automatic delivery of resources/document requests reduces onboarding errors and delays.
4.4. Structured education and process explanation lowers client churn and increases engagement.
4.5. Timed, personalized content builds trust, improving client retention and upsell potential.