n8n workflow template

n8n new customer onboarding template

This n8n customer onboarding template welcomes every new customer with your kickoff booking link, builds a six-step onboarding checklist, alerts your team in Slack, and then sends the check-in and feedback emails on schedule, skipping any step if the customer is no longer marked as onboarding.

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From $129.99
One-time purchase. No retainer. Setup guide included.
  • The workflow file: n8n workflow (JSON)
  • A step-by-step setup guide (PDF) with a verified cost breakdown
  • Failure handling: error log with the raw data, a separate Slack failure alert, and a clean response
  • No credentials included. You connect your own accounts

Make version: coming soon

What this workflow does

  1. Receives a new-customer event from your checkout, CRM or form and rejects anything unauthorised or malformed
  2. Creates the customer record once, so repeat events for the same email are ignored safely
  3. Sends a welcome email with your kickoff booking link and builds a six-step checklist in the OnboardingTasks sheet
  4. Alerts your team in Slack, then answers your system straight away
  5. Waits, then sends the check-in email, waits again, then sends the feedback email, checking the customer is still onboarding before each one

If something fails

  • Every step retries three times automatically
  • Before your system gets its answer a failure returns a clean error; after it, failures are logged and alerted instead
  • The raw event is saved to an Errors sheet and your team is alerted in a separate Slack channel

Apps and accounts you need

  • n8n
  • Google Sheets
  • An email account (SMTP)
  • Slack
  • A booking link such as Cal.com

What it costs to run

ItemCost
n8n (self-hosted)Free software plus roughly $5 to $7 per month for a small server.
n8n Cloud StarterRoughly $20 to $24 per month for 2,500 executions.
Email sendingUse your own email provider. Resend, for example, is free up to 3,000 emails per month (100 per day).
Google Sheets and Slack$0 on free plans.

Each customer is one n8n execution that waits between emails, so it counts once however long the sequence runs. Keep Save successful executions switched on in n8n so waiting runs are stored.

Who it is for

Useful for agencies, SaaS teams and service businesses that onboard customers by hand and keep forgetting the follow-ups. A Make version is coming soon.

Why a Conviq template

Each template is built to a production standard: failure handling is real, every cost is listed before you buy, and nothing ships with credentials. Browse all n8n workflow templates, learn about our n8n automation services, or have us tailor one as a custom automation project.

Frequently asked questions

How do I pause the follow-up emails for one customer?
Change their status in the Customers sheet from onboarding to anything else. The check-in and feedback steps look at it before they send.
What if the same signup arrives twice?
The customer record is created once per email address, so a repeat event is recognised and ignored.
Is there a Make version?
A Make version is coming soon. The n8n version is available now.

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