The Client Care Suite: From First Onboarding to Five-Star Review

The Client Care Suite: From First Hello to Five-Star Review

You don’t have to choose between scaling and staying personal.

This bundle gives you two elegant, no-code workflows that work together to:

- 🎉 Welcome new clients with a warm, concierge-style onboarding

- 💌 Nurture them with timely check-ins

- 🌟 Ask for testimonials at the perfect moment

- 📊 Log everything in Notion, Airtable, or HubSpot

- 🔔 Notify you when magic happens

All automatically. All gracefully.

No spreadsheets. No forgotten follow-ups. No awkward “Can you leave a review?” messages.

Just deep relationships — built on smart systems.

✨ What You Get

1. Graceful Client Onboarding Concierge

- Captures form submissions via webhook

- Creates a polished Notion client record

- Sends a personalized welcome email (with scheduler + contract link)

- Optional: Telegram alert, CRM sync (Airtable/HubSpot), calendar hold

- Includes double opt-in for compliance

2. Client Nurture & Testimonial Auto-Pilot

- Sends 3 milestone emails (Day 7, 30, 60)

- Celebrates progress with warm, human-toned messages

- Automatically requests testimonials via Tally/Fillout

- Logs feedback in Notion

- Sends you a Telegram alert when you get a 5-star