SaaS Customer Onboarding Automation
Automated onboarding emails, account setup, and customer activation.
FlowMetrics struggled with manual onboarding that slowed growth. Using n8n, we built a complete onboarding system triggered by Stripe and CRM events.
The Challenge
The team manually sent emails, activated accounts, and monitored trials. This created delays and inconsistent experiences.
Our Solution
We automated onboarding from signup → welcome email → setup steps → reminders → training material → trial conversion nudges. Stripe events trigger n8n flows, ensuring instant action.
Key Results
60% increase in trial-to-paid conversions
90% reduction in manual onboarding
Consistent onboarding experience
Full visibility of customer progress
Technologies Used
n8n
SendGrid
Stripe API
PostgreSQL
OpenAI personalisation
“Our onboarding now runs on autopilot. Customers activate faster and convert faster. This automation has been a huge win for us.”