📱 Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram
⚡ 46 views · 📱 Social Media & Email Marketing
Description
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 | 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
Clientsdatabase - 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 statusn8n-nodes-base.email– Send nurture emailsn8n-nodes-base.tally– Collect testimonialsn8n-nodes-base.telegram– Owner alertsn8n-nodes-base.scheduleTrigger– Time-based actions
🔗 Nodes Used
Send Email, Notion
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File