ProductivityIntermediate✓ Release process: run on a live n8n instance

KickoffKit: Client Onboarding Automation Pack

KickoffKit: Client Onboarding Automation Pack ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Turn every Stripe payment into instant client onboarding: welcome email, intake request, kickoff alert, and automatic reminders — zero manual steps.

Trigger the entire onboarding the second a Stripe payment lands
Email new clients a warm welcome with intake form and kickoff booking links
Log every client to a Google Sheets register you fully own
Alert your team in Slack with a ready-to-work kickoff checklist
Auto-chase clients who haven't completed the intake form after 3 days
Never double-remind — reminded clients are tracked automatically
Swap in your own copy and links from one Config node, no code edits

StripeGoogle SheetsGmailSlack

n8n.io / workflow / client-onboarding-pack

One-time

$17

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

StripeGoogle SheetsGmailSlack

Already purchased?

Download KickoffKit: Client Onboarding Automation Pack

Paste the license key from your receipt. It must match this template.

How it works

Workflow summary

2 coordinated workflows handle different parts of the automation.

Onboarding Autopilot

Required

1A new payment arrives from Stripe via webhook
2Reads the customer's name, email, and plan from the payment
3Logs the new client as a row in your Google Sheet register
4Emails the client a warm welcome with the intake form and kickoff booking links
5Posts a new-client alert and kickoff checklist to your team's Slack channel

Intake Chaser

Optional

1Runs automatically once a day on a schedule
2Reads your client register from Google Sheets
3Finds clients whose intake form is still pending after a set number of days
4Emails each one a friendly reminder with the intake form link
5Remembers who was reminded so no one gets emailed twice

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Stripe, Google Sheets, Gmail, Slack. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Productivity templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up KickoffKit: Client Onboarding Automation Pack?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Stripe?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.