New Client Email Onboarding Sequence

Onboarding a new client is often chaotic: key information is forgotten, emails are written in a rush or never sent at all. A client left without guidance in the first weeks is more likely to churn or generate repetitive support requests.

A Python script that monitors a CSV file or a signup webhook. Each new client is added to a timed sequence in SQLite. A cron job checks every hour which emails are ready to send and dispatches them via smtplib using Jinja2 templates personalised with the client's name, purchased service, and links specific to their account.

1. Detect new client (CSV / webhook / form) 2. Create sequence in SQLite: Day 0 → Welcome, Day 1 → Getting started, Day 3 → Check-in, Day 7 → Advanced tips, Day 14 → Feedback request 3. Every hour: cron checks ready emails and sends them 4. Jinja2 templates with personalised variables for each client 5. Log sends and email opens (via tracking pixel) 6. Notify owner if a client hasn't opened the first 2 emails

Reduction of support requests in the first two weeks by 40–50%. Increase in 90-day retention by 25%. Saving of 2–3 hours per week of manual communications with new clients.