Distribution of welcome pack/information brochure

Purpose

 1.1. Ensure every new lead or client receives branded welcome information via preferred channels immediately after initial inquiry.
 1.2. Streamline manual handover of company introduction, service overview, restoration process, and expectation setting.
 1.3. Enable precise delivery logging, timing, personalization, and analytics around client onboarding interactions.
 1.4. Improve brand reputation by setting prompt, automated, professional first impressions for prospective restoration clients.
 1.5. Support compliance by consistently distributing terms, privacy policies, and service scope in initial communications.

Trigger Conditions

 2.1. New lead/contact added to CRM or inquiry form submission received.
 2.2. Direct email inquiry detected in monitored inbox.
 2.3. Phone call registration or appointment scheduling by a new client.
 2.4. Online quote request or website chat initiation.
 2.5. Entry of contact information into POS or restoration project management system.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Messaging API, configure to send welcome SMS to new lead phone numbers immediately after CRM update.

 3.2. SendGrid
  • Feature/Setting: Transactional Email API, set up template trigger upon lead creation event for branded email packet.

 3.3. Mailchimp
  • Feature/Setting: Automated customer journey trigger when audience member added, sends brochure email campaign.

 3.4. Zoho CRM
  • Feature/Setting: Workflow automation, auto-send onboarding email/SMS packed with brochure/FAQs when lead status is ‘New’.

 3.5. Salesforce
  • Feature/Setting: Process Builder or Flow, trigger document distribution workflows on lead conversion or creation.

 3.6. HubSpot
  • Feature/Setting: Lead Nurture Workflow, trigger doc email or SMS using embedded property filters for onboarding.

 3.7. Pipedrive
  • Feature/Setting: Automation triggers, send document template or personalized email when contact is created.

 3.8. ActiveCampaign
  • Feature/Setting: Automated series begins on new contact creation, sends welcome packet as downloadable asset.

 3.9. Outlook 365
  • Feature/Setting: Power Automate connector, auto-respond to new inbound lead email with info attachment.

 3.10. Gmail API
  • Feature/Setting: Scripted filter triggers auto-reply with welcome PDF on new inbound restoration lead.

 3.11. DocuSign
  • Feature/Setting: API to send onboarding packet as an envelope to new clients for digital signature/acknowledgement.

 3.12. Dropbox
  • Feature/Setting: File request API, generate and share unique link to digital welcome pack folder.

 3.13. WhatsApp Business API
  • Feature/Setting: Template message automation sending brochure link when new mobile number is registered.

 3.14. Intercom
  • Feature/Setting: Chatbot triggered info card/file share when new chat detected from prospect.

 3.15. Freshdesk
  • Feature/Setting: Ticket automation rule, send onboarding info as part of ticket reply for first-time restoration inquiries.

 3.16. Slack
  • Feature/Setting: Workflow builder posts welcome pack or link in dedicated channel/tag for new client notification.

 3.17. Calendly
  • Feature/Setting: Event workflow sends pre-meeting info packet and restoration expectations PDF after booking.

 3.18. Google Sheets
  • Feature/Setting: App Script triggers email/SMS send on new row (lead) entered.

 3.19. Aircall
  • Feature/Setting: Post-call automation, sends introductory SMS/or email after first contact logging.

 3.20. Notion
  • Feature/Setting: API creates new private page with welcome info, shared link sent via email or SMS on trigger.

 3.21. Monday.com
  • Feature/Setting: Automation recipe creates and sends onboarding item/email as lead status changes in funnel.

 3.22. Adobe Sign
  • Feature/Setting: Automated document workflow initiates welcome pack delivery for e-signature/ack on new client.

Benefits

 4.1. Provides consistent and professional onboarding, raising service quality and trust.
 4.2. Eliminates manual delays, ensuring prospects receive immediate and accurate information.
 4.3. Reduces human error in document handling, customizing, and compliance delivery.
 4.4. Enables omni-channel communication (email, SMS, messenger, file link) for modern client preferences.
 4.5. Enables tracking, analytics, and follow-up based on automation success/failure.
 4.6. Supports staff productivity; allows focusing on relationship-building over repetitive tasks.
 4.7. Elevates lead nurturing and improves conversion and retention rates.