Workflow Flow
New Customer Created (Stripe / CRM)
↓
n8n Webhook Trigger
↓
Enrich Customer Record
↓
Create Onboarding Schedule
↓
Day 1 → Day 3 → Day 7 → Day 14 → Day 30
↓ ↓ ↓ ↓ ↓
Welcome Setup Feature Check-in Success
Email Guide Deep-dive Call Review Nodes Required
| Node | Purpose |
|---|---|
| Webhook | Triggers on new customer event |
| HTTP Request | Enrich from CRM (HubSpot/Notion) |
| Wait | Time-delay between each touch |
| HTTP Request (Resend) | Send each onboarding email |
| Google Sheets | Track completion status |
| Slack | Alert CS team at day 7 if no engagement |
ROI Calculation
| Before | After |
|---|---|
| Manual onboarding emails per CS rep | Fully automated 7-touch sequence |
| 30% churn in first 30 days | Structured touchpoints reduce early churn |
| Inconsistent onboarding experience | Identical premium experience for every customer |
Configuration Variables
RESEND_API_KEY Email delivery
CRM_API_KEY HubSpot, Notion, or Airtable
PRODUCT_DOCS_URL Link to your documentation
CS_SLACK_CHANNEL e.g. #customer-success