🚀 AI-Powered Client Success Coach: Onboarding, Retention & Testimonials

I used to lose clients because I forgot follow-ups… now my workflow does it all.

Say goodbye to manual check-ins, missed opportunities, and scattered client data.

This all-in-one automation turns your client journey into a seamless, self-running system — so you can focus on growing your business while your clients feel seen, supported, and valued.

🎯 Perfect for:

• Solopreneurs & coaches
• Small business owners (consulting, tax prep, boutique services)
• Content creators & influencers with clients
• Anyone running a single-member LLC or side hustle.

✅ What this workflow does:

• Automatically welcomes new clients with a warm email
• Sends personalized check-ins based on service stage
• Collects feedback at key milestones
• Generates testimonials automatically
• Flags inactive clients before they leave
• Schedules next steps & sends reminders
• All in Notion + Email — no coding needed!

🧠 Powered by GPT-4o, it learns your tone and writes messages that sound like you.

⏱️ Set it up once → let it run forever

💡 Why you’ll love it:

No more “did I send that?” anxiety

Boost retention by 30%+ with consistent touchpoints

Turn happy clients into free marketing (testimonials!)

Save 5+ hours per week on client management

📌 Tools Used:

Notion • Gmail • CRM (Zoho/HubSpot) • GPT-4o • Cron • Telegram (optional)

🔗 Includes:

• Step-by-step setup guide
• Customizable templates
• AI message generator
• Client status tracking

👉 Ideal for anyone who wants to run their business like a pro — without the team.

🚀 Get started today and never lose another client again.