Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram

Name: Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram
Availability: InStock
Rating: 4.5 (3 reviews)
Author: Shelly-Ann Davy

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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

In n8n, go to Workflows > Create from JSON
Paste the provided JSON
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

Shelly-Ann Davy

0 workflows

Nodes

set gmail telegram agent google-gemini

Complexity

advanced

Published 06 Sept 2025

Likes 0

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