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Client onboarding and warming automation system for info-producers
7 JSON files for import into n8n (one file is invalid and contains only a comment)

Client onboarding and warming automation system for info-producers

Version 1.0.0 Updated: 2026-09-12 Quality: 82/100

A ready-made system of 7 n8n workflows for automating client onboarding and warming up: lead capture via webhook, email sequence, access provisioning, reminders, segmentation, a producer dashboard, and manual actions.

🎯
Who it is for
For infoproducers and online schools whose clients "cool off" after payment
✅
Result after purchase
Automatic customer warming: emails, reminders, engagement. The customer reaches the result and stays for repeat purchases.
📁 What is inside (ZIP, 8 files)
  • 01_webhook_lead_capture.json
  • 02_email_onboarding_sequence.json
  • 03_access_grant_webhook.json
  • 04_reminder_scheduler.json
  • 05_segmentation_trigger.json
  • 06_producer_dashboard_api.json
  • 07_manual_trigger_actions.json
  • README.md

Problem

Info producers spend hours manually sending emails, granting access, and tracking student activity. Without automation, clients cool off, forget about the course, and the producer can't see which students are at risk of dropping off. Existing solutions are either too expensive, too inflexible, or require constant intervention.

Solution

The system automates all key touchpoints: application intake, greeting, warming up, access provisioning, reminders, segmentation, and manual actions. Each workflow operates autonomously, using a shared database on Google Sheets. The producer gets an API for the dashboard and the ability to intervene manually via a separate Webhook. Everything runs in real time based on events and a schedule.

More details

The client onboarding and warming automation system for info-producers is a set of 7 interconnected workflows for n8n that cover the full client lifecycle: from lead capture to access provisioning and segmentation. Workflow 01 receives a request via webhook and saves the data to Google Sheets (with optional writing to Airtable). Workflow 02 launches the onboarding email sequence based on Airtable (the clients table). Workflow 03 provisions access via webhook. Workflow 04 schedules reminders via Postgres (the students, courses, reminders_log tables). Workflow 05 performs segmentation and updates the status in Google Sheets. Workflow 06 provides an API for the producer's dashboard, reading data from Google Sheets. Workflow 07 is intended for manual actions (sending an email, changing status, adding a note), but in the current delivery it is represented only by a text comment and is not a working JSON. The system requires you to configure the connections to Google Sheets, Airtable, Postgres, and SMTP yourself. It is suitable for automating routine onboarding operations, but requires careful verification of data schemas and identifiers before launch.

Features

  • Lead capture via webhook with recording to Google Sheets (and optionally to Airtable)
  • Airtable-based onboarding email sequence (clients table)
  • Access granting via webhook request
  • Reminder scheduler on Postgres (students, courses, reminders_log tables)
  • Client segmentation with status updates in Google Sheets
  • API for the producer dashboard with data reads from Google Sheets
  • Manual actions (sending an email, changing status, adding a note) — only as a text comment, not a working workflow

What you get

  • 01_webhook_lead_capture.json — lead capture workflow (webhook, set, googleSheets, respondToWebhook, airtable)
  • 02_email_onboarding_sequence.json — email sequence workflow (airtable, emailSend, if, code)
  • 03_access_grant_webhook.json — access granting workflow (webhook, googleSheets, respondToWebhook)
  • 04_reminder_scheduler.json — reminder workflow (scheduleTrigger, postgres, splitInBatches, if)
  • 05_segmentation_trigger.json — segmentation workflow (googleSheets, code, splitOut, switch)
  • 06_producer_dashboard_api.json — dashboard API workflow (webhook, googleSheets, respondToWebhook, code)
  • 07_manual_trigger_actions.json — text comment (not a working JSON, functionality is absent)

Installation guide

1. Install n8n (self-hosted or cloud). 2. Create a Google Sheets spreadsheet with the columns: email, name, product, status, access_granted, segment, last_activity, notes, created_at. 3. Import all 7 JSON files into n8n via the Import from File menu. 4. Configure credentials: Google Sheets API, SMTP/Gmail. 5. In each workflow, specify the ID of your spreadsheet and sheet. 6. Activate the workflow. 7. For the dashboard, use the Webhook URL from workflow 06 in your HTML file or Google Data Studio.

Requirements

n8n version 1.0 or higher (self-hosted or cloud), Google Sheets API (Google account), Airtable (account and base with a clients table), Postgres (server with students, courses, reminders_log tables), SMTP server or Gmail for sending emails, Telegram (for telegram nodes, if used), basic understanding of Webhook and Google Sheets. For the dashboard — any HTTP client or browser.

Options and pricing

Choose the level that suits you:

  • Basic — $17 · The main set of product files.
  • Standard — $29 · Full set + implementation instructions.
  • Extended — $46 · Everything from Standard + extended materials and updates.

Frequently asked questions

What is included?

A ready-made system of 7 n8n workflows for automating client onboarding and warming up: lead capture via webhook, email sequence, access provisioning, reminders, segmentation, a producer dashboard, and manual actions.

In what format will I receive the files?

After payment you get a secure link and a ZIP archive with all materials. The link is shown on the order page and available via the Telegram bot.

How long is the download link valid?

The link is active for 24 hours, up to 5 downloads.

Do I need special skills?

The product is designed for entrepreneurs and specialists. A step-by-step guide is included; no programming skills required.

Can I get a refund?

For refunds, contact support: [email protected].

See also