Client onboarding and warming automation system for info-producers
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.
01_webhook_lead_capture.json02_email_onboarding_sequence.json03_access_grant_webhook.json04_reminder_scheduler.json05_segmentation_trigger.json06_producer_dashboard_api.json07_manual_trigger_actions.jsonREADME.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
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
Requirements
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].