Customer Onboarding Email Automation

Service Scope

Customer Onboarding Email Automation is a fixed-scope email automation service for one business, one email marketing platform, and one customer onboarding workflow with up to five automated emails.

Guide new customers, clients, or members through a structured onboarding sequence that delivers the right information at defined stages after enrollment or purchase.

Map the Onboarding Journey

We define the onboarding start event, required milestones, information sequence, timing, personalization data, and completion criteria.

• Onboarding start trigger
• Customer milestones
• Email sequence and timing
• Personalization data
• Completion or exit criteria

Build the Onboarding Workflow

We configure one onboarding flow with up to five emails, up to twelve native actions, and up to three simple branches where supported.

• 1 onboarding workflow
• Up to 5 automated emails
• Up to 12 workflow actions
• Up to 3 conditional branches
• Milestone and completion logic

Testing and Validation

We test representative customer paths and confirm enrollment, timing, branching, personalization, milestone logic, and completion behavior.

• Enrollment test
• Milestone-path testing
• Branch validation
• Personalization review
• Completion exit test

What's Included

• 1 onboarding workflow
• Up to 5 emails
• Up to 12 actions
• Up to 3 branches
• Milestone logic
• Testing and activation
• Workflow documentation

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• Defined onboarding steps or milestones
• Final onboarding content and resources

Delivery and Revisions

Standard delivery is 6–8 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Customer portal development
• Product implementation services
• Custom application logic
• More than 5 emails or 12 actions
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic