New Customer Onboarding Email Sequence
Onboard new customers with a dynamic email sequence that adapts to their progress. Improve activation rates and reduce churn from day one.
The Manual Bottleneck
New customers sign up and stall. They don't know what to do first, nobody reaches out, and a week later they quietly churn. You know better onboarding would fix it. You just never have time to build it from scratch — so the problem keeps happening.
What changes when you automate this
Every new customer gets a personalized onboarding sequence that adapts to what they've actually done. Activated users get educated. Stuck users get help. At-risk accounts get flagged to your CS team before it's too late.
Tell OpenClaw: 'When a new Stripe customer buys the product, send a welcome email immediately, check if they've logged in after 3 days — if not, send a nudge email and create a HubSpot task for the CS team to follow up.'
Here's exactly what happens
Trigger on new customer event
Stripe / HubSpotWhen a new customer record is created — via Stripe checkout, form, or CRM — OpenClaw starts the onboarding sequence immediately. The trigger can also be a specific product or plan purchase.
Send the welcome email
Mailchimp / OpenAIA personalized welcome email goes out instantly with their product, a quick-start guide, and one clear first action. AI personalizes the copy using their name and what they purchased.
Check activation milestones
HubSpot / StripeBefore each subsequent email, OpenClaw checks whether the customer has completed key actions — logged in, finished setup, used a core feature. Completion triggers the next track; inaction triggers a nudge.
Branch based on progress
Mailchimp / CalendlyCustomers on track get educational content and tips. Customers who are stuck get a help-focused email with a Calendly link. No one gets the wrong message at the wrong time.
Alert CS on at-risk accounts
SlackCustomers who haven't activated after your defined window trigger a Slack alert to the CS team with full context: what they did, what they skipped, and how long it's been. Early intervention prevents churn.
Frequently Asked Questions
Done For You Setup
We build your automation. You run it.
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