Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram
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 | ava@example.com |
| 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
- In n8n, go to Workflows > Create from JSON
- Paste the provided JSON
- Click Import
2. Set Up Credentials
- Notion: Connect to your
Clientsdatabase - 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 statusn8n-nodes-base.email– Send nurture emailsn8n-nodes-base.tally– Collect testimonialsn8n-nodes-base.telegram– Owner alertsn8n-nodes-base.scheduleTrigger– Time-based actions
n8n Client Nurture & Testimonial Collection Workflow
This n8n workflow provides a foundational structure for automating client nurture and testimonial collection processes. It outlines a conceptual flow for sending emails, applying conditional logic, updating Notion, and executing custom code, triggered manually.
What it does
This workflow, as defined by its JSON, provides the following capabilities:
- Manual Trigger: The workflow is initiated manually by clicking 'Execute workflow'.
- Conditional Logic (If): It includes an 'If' node, allowing for conditional branching based on predefined criteria. This is crucial for tailoring nurture sequences or deciding when to request a testimonial.
- Send Email: It has a 'Send Email' node, indicating the capability to send out emails, likely for nurture campaigns, testimonial requests, or follow-ups.
- Notion Integration: It includes a 'Notion' node, suggesting integration with Notion for managing client data, tracking nurture stages, or logging testimonial progress.
- Custom Code Execution: A 'Code' node is present, allowing for the execution of custom JavaScript logic within the workflow. This can be used for data manipulation, complex decision-making, or interacting with services not directly supported by n8n nodes.
- Sticky Note: A 'Sticky Note' is included for documentation or temporary notes within the workflow.
Prerequisites/Requirements
To fully utilize this workflow, you will need:
- n8n Instance: A running n8n instance (cloud or self-hosted).
- Email Service: An SMTP server or email service configured in n8n for the 'Send Email' node.
- Notion Account: A Notion workspace and an integration set up with n8n.
- Basic JavaScript Knowledge (Optional): If you intend to customize the 'Code' node.
Setup/Usage
- Import the Workflow:
- In your n8n instance, go to "Workflows".
- Click "New" or "Import from JSON".
- Paste the provided JSON content into the import dialog.
- Configure Credentials:
- Locate the 'Send Email' node and configure your email credentials (SMTP server, port, user, password, etc.).
- Locate the 'Notion' node and configure your Notion API key/integration.
- Customize Nodes:
- If Node: Define the conditions for your client nurture or testimonial collection logic.
- Send Email Node: Customize the recipient, subject, and body of the emails. You might use expressions to dynamically insert client names or other details.
- Notion Node: Configure the database ID and properties to update or create items in Notion based on your workflow's purpose.
- Code Node: Add your custom JavaScript logic as needed for advanced processing.
- Execute the Workflow:
- Click the "Execute Workflow" button on the 'Manual Trigger' node to run the workflow.
- For production use, you would typically replace the 'Manual Trigger' with a scheduled trigger, webhook, or another event-based trigger.
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