Onboarding Automation for SaaS
Starting at
$
199
About this service
Summary
FAQs
Who is this service for?
This is for SaaS founders, coaches, and online businesses who want to automate user onboarding and reduce manual follow-ups.
What tools can you integrate with?
I can integrate tools like Stripe, Gmail, Google Sheets, Notion, Slack, Calendly, and most platforms supported by n8n.
How long does setup take?
Most onboarding systems are delivered within 24–72 hours, depending on complexity.
Do I need to already use n8n?
No. I can set everything up for you and guide you through access and usage.
Can this be customized to my business?
Yes. The onboarding flow is tailored to your sign-up process, audience, and tools.
Will this work automatically after setup?
Yes. Once deployed, the system runs automatically without daily input.
Do you offer support after delivery?
Yes. Optional post-setup support and optimization are available.
Is my data secure?
Yes. All credentials are handled securely, and you retain full ownership of your workflows.
What's included
Automated Welcome Email
Sends an instant email to new users or clients after signup or payment.
User Tagging & Segmentation
Automatically labels users based on plan, status (free/paid), or behavior.
Onboarding Email Sequence
A timed series of emails that guides users through setup and first actions.
Signup & Payment Event Tracking
Tracks user actions like form submission, account creation, or Stripe payment.
CRM / Database Sync
Saves and updates user data in Google Sheets, Notion, or a CRM automatically.
Inactive User Follow-Ups
Detects users who don’t complete onboarding and sends reminder messages.
Tool Integrations
Connects email tools, Stripe, forms, booking tools, and internal systems via n8n.
Admin Notifications
Sends Slack or email alerts when new users sign up or make a payment.
Error Handling & Logs
Monitors automation failures and retries tasks to prevent data loss.
Workflow Testing
Tests all onboarding steps end-to-end to ensure correct execution.
Documentation / Walkthrough
Provides a simple guide or Loom video explaining how the system works.
Reusable n8n Workflow
Delivers a clean, structured automation that can be reused or extended.
Duration
1 week
