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Automation flows

A GOCRM PLAYBOOK

New customer welcome

Turn a won deal into a warm welcome, a clear handoff, and a thoughtful customer check-in.

Watch the walkthrough
Flow & messages8 steps · 3 templates
THE CUSTOMER JOURNEYSelect any step
  1. 01
  2. 02
  3. 03
  4. 04
  5. 05
  6. 06
  7. 07
  8. 08
Continue the conversation personally
STEP 04 THE MESSAGE4 / 8

Send the welcome email

Introduce the point of contact and explain the first milestone. Link to useful getting-started information.

Email body
SUBJECT

Welcome to [Company name] — here’s what comes next

Hi {{ contact:firstName }},

Welcome to [Company name]. We’re glad to be working with you.

I’m {{ sender:firstName }}, your point of contact. Here’s what to expect next:

1. [First milestone and expected timing]
2. [Anything the customer needs to prepare]
3. [How the next conversation will be arranged]

You can find helpful getting-started information here: [Resource link].

Have a question? Reply directly to this email and I’ll help.

Talk soon,
{{ sender:firstName }}
[Company name]
From the assigned owner to your contact

Replace [bracketed details] and confirm merge fields in GoCRM. Copying keeps these placeholders intact.

Open this message template
When they reply, a person takes over.

Add reply-pause events so a customer question reaches a person instead of continuing through automated follow-ups.

BEFORE YOU SWITCH IT ON

Make this flow your own.

New customers who need an introduction to the team and a clear picture of what happens next.

  1. 01

    Choose your won-deal segment, owner, and service collaborators.

  2. 02

    Adapt the welcome, check-in, and review messages to your onboarding milestones.

  3. 03

    Test the timing and ensure existing customers are not accidentally enrolled.

This is a recipe to build in your account, not a one-click import. Review contact permissions, timing, and reply-pause rules before starting.

Open your GoCRM account
How templates work Original flow guide

Original GoCRM walkthrough. Menus may look different in your account.

Watch on YouTube

Keep building your playbook.

All templates
EMAIL TEMPLATEWelcome them to what’s next.TEXT MESSAGEKeep the care going.EMAIL TEMPLATEAsk for feedback that helps.