Agency

Send coaches' new clients a personal welcome packet automatically

Set up a system that reads each new client's intake form and emails them a personalized welcome packet with their next steps within minutes. Coaches, consultants, and small professional firms pay a monthly fee so they no longer do this by hand.

The hard part: getting busy firms to trust an automatic packet with their new clients, and adjusting the setup to fit each firm's intake form and tone.

Setup 3 daysRuns $60/moYour time A weekly check-inNeeds Clauden8nStripe

Who pays

Coaches, consultants, and small firms such as law offices pay a monthly fee for the welcome packets to go out on their own. allymac81 suggests charging $500 a month and says the AI cost is about 22 cents per new client, plus €50 a month for n8n Pro. The poster describes this as a 2.5K/mo service, which is their own claim. The $500 price is the poster's suggestion, not a reported result.

How to build it

  1. Create the client intake form

    Build a Google Form with the questions the firm already asks every new client, such as goals, deadlines, and contact details.

  2. Start a workflow on each submission

    In n8n, set a trigger that runs every time the Google Form gets a new response.

  3. Have Claude write the packet

    Send the answers to Claude with a prompt that writes a short personalized onboarding document and pulls out a list of action items for the new client.

  4. Email the welcome packet

    Turn the result into a Google Doc or PDF and email it to the new client from the firm's Gmail account, with a copy to the firm.

  5. Test with real past clients

    Run the workflow on a few past intake answers and have the firm check the tone and action items before going live.

  6. Bill the monthly fee

    Set up a monthly Stripe subscription for each firm you serve.

Sources on X

  • allymac81 · May 21, 2026

    allymac81 says n8n, Claude, and a Google Form are the whole backend for a 2.5K/mo client intake service, which is the poster's own claim. Each form submission triggers Claude to write a customized onboarding doc, pull out action items, and email a 3-page welcome packet in under 90 seconds. The poster puts the Claude cost at 22 cents per client and n8n Pro at €50/mo, and suggests charging law firms, coaches, and consultants 500/mo.

Ideas are curated from public posts and untested by us. Read the full note.