Get Started
Back to Templates

Automate Client Nurture & Testimonial Collection with Notion, Email, Tally & Telegram

Created by

Created by: Shelly-Ann Davy || SheCodesFlow

Shelly-Ann Davy

Last update

Last update a day ago

Categories

Share

Automate Client Nurture & Testimonial Collection with Notion and Email

You’ve onboarded your client with elegance. Now, keep the relationship warm — and get glowing testimonials — without manual follow-up.

This workflow listens to your Notion Clients database and automatically:

  • 💌 Sends a 3-part nurture sequence (7, 30, 60 days)
  • 🎉 Celebrates milestones with personalized messages
  • 📝 Requests a testimonial at the perfect moment
  • 💬 Notifies you on Telegram when feedback arrives
  • 📊 Logs everything in Notion for tracking

Perfect for:

  • Coaches who want consistent client care
  • Designers building social proof
  • Service providers scaling with grace

No spreadsheets. No forgotten follow-ups. Just gentle, timely nurturing — on autopilot.

Prerequisites

Service Purpose Free Tier?
n8n Orchestrate automation Yes
Notion Store client records Yes
SMTP Email Send nurture emails Yes (Gmail)
Telegram Owner notifications Yes
Tally or Fillout Testimonial form Yes

🔐 Store all API keys securely in n8n’s Credentials section.

Notion Database Requirements

Your Clients database must include these properties:

Property Type Example
Name Title Ava Laurent
Email Email [email protected]
Status Select Confirmed
Onboarded Date Date 2025-09-01
Package Select Growth, Pro
Testimonial Text “Best coach ever!”
Consent Checkbox True
Milestone Select Day 7, Day 30, Day 60

📌 Use the same database as your Onboarding Concierge.

Step-by-Step Setup Instructions

1. Import the Workflow

  1. In n8n, go to Workflows > Create from JSON
  2. Paste the provided JSON
  3. Click Import

2. Set Up Credentials

  • Notion: Connect to your Clients database
  • Email: Set up SMTP (e.g., Gmail app password)
  • Telegram (optional): Add bot token and chat ID

🔐 Never hardcode keys.

3. Configure Nurture Emails

In the Email: Send Nurture nodes:

  • Customize tone for your industry (coaching, design, e-commerce)
  • Add your logo and branding
  • Include a personal note

4. Build Your Testimonial Form

Use Tally or Fillout to create a simple form:

  • “How has this program helped you?”
  • “What would you tell someone considering it?”
  • Webhook sends response to n8n

5. Automate the Flow

The workflow uses Schedule Triggers and Delays to send emails at:

  • Day 7: “Getting Started” tips
  • Day 30: “Midpoint Check-In” + resource
  • Day 60: “How’s it going?” + testimonial ask

🔁 Runs automatically for every new client.

Customization Guidance

  • 🎨 Change email tone: Friendly, professional, or bold
  • 🎁 Add a bonus: Send a gift card for testimonials
  • 📲 Swap Telegram for WhatsApp: Use WhatsAble
  • 📊 Sync to Airtable: Mirror feedback for reporting
  • 🖥️ Build a testimonial gallery: Use Softr + Notion

This workflow grows with your business.

Nodes Used

  • n8n-nodes-base.notion – Monitor client status
  • n8n-nodes-base.email – Send nurture emails
  • n8n-nodes-base.tally – Collect testimonials
  • n8n-nodes-base.telegram – Owner alerts
  • n8n-nodes-base.scheduleTrigger – Time-based actions