Automate Client Nurture & Testimonial Collection with Notion and Email
Automate Client Nurture & Testimonial Collection with Notion and Email You’ve onboarded your client with elegance. Now, keep the relationship warm — and get glowing testimonials — without manual follow-up. This workflow listens to your Notion Clients database and automatically: 💌 Sends a 3-part nurture sequence (7, 30, 60 days) 🎉 Celebrates milestones with personalized messages 📝 Requests a testimonial at the perfect moment 💬 Notifies you on Telegram when feedback arrives 📊 Logs everything in Notion for tracking Perfect for: Coaches who want consistent client care Designers building social proof Service providers scaling with grace No spreadsheets. No forgotten follow-ups. Just gentle, timely nurturing — on autopilot. Prerequisites | Service | Purpose | Free Tier? | |--------|--------|-----------| | n8n | Orchestrate automation | Yes | | Notion | Store client records | Yes | | SMTP Email | Send nurture emails | Yes (Gmail) | | Telegram | Owner notifications | Yes | | Tally or Fillout | Testimonial form | Yes | 🔐 Store all API keys securely in n8n’s Credentials section. Notion Database Requirements Your Clients database must include these properties: | Property | Type | Example | |--------|------|--------| | Name | Title | Ava Laurent | | Email | Email | ava@example.com | | Status | Select | Confirmed | | Onboarded Date | Date | 2025-09-01 | | Package | Select | Growth, Pro | | Testimonial | Text | “Best coach ever!” | | Consent | Checkbox | True | | Milestone | Select | Day 7, Day 30, Day 60 | 📌 Use the same database as your Onboarding Concierge. Step-by-Step Setup Instructions 1. Import the Workflow In n8n, go to Workflows > Create from JSON Paste the provided JSON Click Import 2. Set Up Credentials Notion**: Connect to your Clients database Email**: Set up SMTP (e.g., Gmail app password) Telegram** (optional): Add bot token and chat ID 🔐 Never hardcode keys. 3. Configure Nurture Emails In the Email: Send Nurture nodes: Customize tone for your industry (coaching, design, e-commerce) Add your logo and branding Include a personal note 4. Build Your Testimonial Form Use Tally or Fillout to create a simple form: “How has this program helped you?” “What would you tell someone considering it?” Webhook sends response to n8n 5. Automate the Flow The workflow uses Schedule Triggers and Delays to send emails at: Day 7: “Getting Started” tips Day 30: “Midpoint Check-In” + resource Day 60: “How’s it going?” + testimonial ask 🔁 Runs automatically for every new client. Customization Guidance 🎨 Change email tone: Friendly, professional, or bold 🎁 Add a bonus: Send a gift card for testimonials 📲 Swap Telegram for WhatsApp: Use WhatsAble 📊 Sync to Airtable: Mirror feedback for reporting 🖥️ Build a testimonial gallery: Use Softr + Notion This workflow grows with your business. Nodes Used n8n-nodes-base.notion – Monitor client status n8n-nodes-base.email – Send nurture emails n8n-nodes-base.tally – Collect testimonials n8n-nodes-base.telegram – Owner alerts n8n-nodes-base.scheduleTrigger – Time-based actions. An n8n automation workflow template by Shelly-Ann Davy.
Shelly-Ann Davy
web
paid
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