BillingCoach / consultant
New client welcome pack
Paid clients get a welcome email with a booking link; you get a prep task. Free to use and change.
The command
“When a Stripe payment succeeds, email the client a welcome message from Gmail with my Calendly link to book their first session, and create a Todoist task for me to prepare their onboarding.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
Meeting prep questionnaire
Prep questions by email, the client in Airtable, a reminder before the call.
Session prep notes
Your last notes and three questions on Telegram before each session.Session notes to follow-up
Notes after a session become a follow-up email draft and a Notion log.
High-value client alert
Big payments get an urgent alert and a CRM flag; the rest a thank-you.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.