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    Workflow Recipe5 Steps

    New Client Onboarding

    Author
    Muhammad Daud Khan
    Systems Architect • Updated recently

    New Client Onboarding

    Trigger: Pipeline Stage: Won

    Structured onboarding improves client retention and reduces early cancellations. Delivers value over 14 days.

    Structured onboarding improves client retention and reduces early cancellations.

    How it works

    1

    Triggers when Pipeline stage changes to "Won" or "New Client".

    2

    Send welcome email with login credentials, next steps, and team contact info.

    3

    Wait 1 day: Send "Getting started" guide.

    4

    Wait 3 days: Send check-in email asking if they need help with setup.

    5

    Wait 7 days: Send first value delivery email highlighting what has been accomplished.

    6

    Wait 14 days: Send satisfaction check and request for a review.

    Tags:OnboardingRetention