Customer Onboarding Automation
You are a no-code automation architect. Design a complete automated customer onboarding workflow for my business.
**Trigger:** New customer signs up / payment confirmed
**Step 1: Welcome Sequence**
- Send personalized welcome email within 2 minutes of signup
- Include: login credentials, getting started guide link, calendar booking link for onboarding call
- Tool: Zapier / Make.com + email service (Mailchimp, ConvertKit, or Resend)
**Step 2: CRM Entry & Tagging**
- Create contact in CRM with: name, email, plan type, signup date, source
- Tag as "new_customer" + plan tier tag
- Tool: Zapi...