Instant welcome email and resource kit delivery to new clients

Purpose

1. The automation enables instant, consistent welcome emails and resource kit delivery to new doula clients, automating onboarding, promptly disseminating tailored materials, reinforcing professionalism, and saving manual effort while enhancing client experience.

2. Automates distribution of personalized prenatal resource kits, service guidelines, appointment details, intake forms, and next steps directly upon new client sign-up in the maternal care journey.

3. Improves operational efficiency by reducing manual email drafting, ensuring every maternal services client receives relevant onboarding info automatically, aligning with a professional healthcare experience.

Trigger Conditions

1. New client profile creation in the maternal services CRM or intake form submission.

2. Automated payment confirmation linked with completed intake.

3. Doula onboarding or healthcare appointment scheduling detected from booking platform or website form.

Platform variants

1. Gmail

• Feature/Setting: Automate with "Send Email" API; configure automatic triggers for onboarding keywords or new client labels.
  

2. Outlook 365

• Feature/Setting: Automates with "Send Mail" REST API; set up Flow in Power Automate to detect new contact.
  

3. Mailgun

• Feature/Setting: Use "Messages API/send" endpoint; automator configured to trigger with webhook from CRM or form submit.
  

4. SendGrid

• Feature/Setting: "Mail Send API" with dynamic transactional templates; trigger automatedly by new client form webhook.
  

5. Amazon SES

• Feature/Setting: Automate with "SendEmail" API; configure Lambda or webhook to auto-send onboarding content.
  

6. ActiveCampaign

• Feature/Setting: "Automations" feature; connect to client form submission for welcome series trigger.
  

7. HubSpot

• Feature/Setting: Use "Workflows" automator; trigger onboarding email sequence on contact addition to doula-specific list.
  

8. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder; automate welcome email upon contact opt-in via intake form.
  

9. Zoho CRM

• Feature/Setting: Workflow Rules; auto-email to new leads in maternal client segment.
  

10. Salesforce

• Feature/Setting: Process Builder or Flow; automates emails on "New Doula Client" record creation.
  

11. Pipedrive

• Feature/Setting: Smart Email BCC + Automations; triggers on new deal in "Onboarding" stage.
  

12. Drip

• Feature/Setting: "Workflows" automates welcome series to new tagged subscribers.
  

13. Mailchimp

• Feature/Setting: Customer Journey Builder; initiates onboarding automation when contact joins "Doula Clients" audience.
  

14. ConvertKit

• Feature/Setting: "Automations" with tag-based triggers; welcome kit auto-delivery.
  

15. ClickUp

• Feature/Setting: "Automations" — automator launches Gmail or Outlook integration for onboarding email.
  

16. Typeform

• Feature/Setting: Connect to webhook or email notifications; initiate automating welcome email upon completed maternal intake form.
  

17. Gravity Forms

• Feature/Setting: "Notifications" or Zapier add-on; automate welcome content dispatch to submitted email.
  

18. Calendly

• Feature/Setting: Event Type Workflows; auto-email sent to maternal service client on booking completion.
  

19. Zapier

• Feature/Setting: Multi-step Zaps; trigger from intake software, emails welcome kit via various platforms above.
  

20. Integromat (Make)

• Feature/Setting: Scenario builder; automates data flow from form to email platforms for instant resource delivery.
  

Benefits

1. Automates timely resource delivery, enhancing maternal client onboarding.

2. Automated emails boost client confidence with professional, rapid responses.

3. Automation minimises missed messages and manual error risk.

4. Automator reduces staff time, ensuring resource kits reach every new client.

5. Automating the welcome workflow supports scalable doula operations and consistent onboarding.