Onboarding Email Automation

Generate personalized onboarding emails for every service. Automate your entire email sequence from welcome to check-in.

Complete Email Templates

💬

AI Chatbot Template

• Website access requirements
• FAQ collection process
• Brand voice guidelines
• 24-48 hour timeline
• Demo link delivery

📞

AI Phone Template

• Phone number provisioning
• Business hours setup
• Call routing configuration
• Voicemail preferences
• CRM integration options

🌐

Website Redesign Template

• 4-week project timeline
• Content and asset collection
• Design mockup process
• Development milestones
• Launch checklist

🎁

Bundle Template

• Complete transformation timeline
• All service requirements
• VIP support details
• Dedicated account manager
• 30-day optimization included

👋

Welcome

Immediate onboarding with setup instructions

💬

Day 3

Friendly check-in and question support

✅

Setup Done

💳

Invoice

Payment details and receipts

📊

Day 30

Satisfaction survey and optimization

How It Works

1Enter customer details and select the service they purchased
2Choose the email type (welcome, follow-up, setup complete, invoice, or 30-day check-in)
3Click "Generate Welcome Email" to create a personalized email from templates
4Preview the email in HTML or text format to ensure it looks perfect
5Send immediately, copy to clipboard, or schedule for later delivery

Features

✓Service-Specific Templates

Each service type has a customized template with relevant information and timelines

✓Personalization Variables

Automatically replaces customer name, service details, and support information

✓Multiple Email Types

Welcome, follow-up, setup complete, invoice, and 30-day check-in templates

✓Scheduling Options

Send immediately or schedule for specific dates and times

✓Email Logging

All emails are logged to customer records for tracking and follow-up

✓Copy to Clipboard

Quickly copy email content to paste into your email client

Pro Tips

•Add Stripe Customer ID from your webhook to automatically link emails to payments
•Send welcome emails immediately after purchase to set clear expectations
•Schedule Day 3 follow-ups in advance to maintain consistent communication
•Customize the scheduling links in templates to match your actual booking URLs
•Use the 30-day check-in to gather testimonials and identify upsell opportunities