3) New Trial/Checkout → Onboarding Sequence + Task Plan
Create/update contact, schedule Day 0/3/7 tasks, send onboarding email series, notify Slack for new customer.
Trigger
Stripe → New Customer or Checkout Session Completed
Modules
- HubSpot → Create/Update Contact
- HubSpot → Create Tasks (Day 0, Day 3, Day 7 follow-ups)
- Resend → Send Email series (D0, D1, D3, D7)
- Slack → Alert “New customer”
Step-by-Step
- Create contact with product and plan fields.
- Create tasks for CSM or Founder.
- Send Day 0 onboarding email with a checklist.
- Queue D1, D3, D7 emails using Make’s Sleep or Scheduler.
Templates
Email Subject: Your onboarding checklist
Email Body: Here is access, your next 3 steps, and a 10-minute setup video.
Implementation Support
Want us to wire this into your stack and tune it for conversion? We’ll implement and document it end to end.