B2B SaaS: Automated Client Onboarding

Transform a 2-hour manual process into a 5-minute workflow for each new client.

The Challenge

The SaaS company sold a B2B project management tool with complex onboarding requiring 15 distinct steps manually performed by the Customer Success team.

Critical problems:

  • 2 hours per client for complete onboarding
  • Frequent human errors (forgotten steps)
  • 24-48h delay before first client access
  • Impossible to scale without hiring

The TIASEO Solution

1. Stripe Webhook

Instant n8n workflow trigger upon Stripe payment validation.

2. n8n Orchestration

Complex scenario with 15 nodes connecting 8 different services.

3. Email Sequence

7-day progressive activation campaign via ActiveCampaign.

The Process in 7 Steps

01 Webhook Trigger

Stripe sends a "payment_intent.succeeded" webhook to n8n with all client data (name, email, chosen plan, amount).

02 User Account Creation

API call to database to create account with automatic generation of secure temporary password.

03 Sending Credentials

SendGrid transactional email with login, temporary password, direct access link + 2-min tutorial video.

04 CRM & Support Addition

HubSpot record creation + Intercom ticket + addition to "New clients" email list for personalized follow-up.

05 Workspace Configuration

Automatic creation of pre-configured workspace with project templates, task examples and integrated guides.

06 Training Calendar

Automatic scheduling of a training session (Calendly) at D+3 with Customer Success team based on client availability.

07 Automatic Nurturing

7-day email sequence (D+1: first steps, D+3: key features, D+7: advanced use cases) to maximize adoption.

The Results

5 min

Complete onboarding (vs 2h before)

+40%

Client satisfaction (NPS 72)

x5

Capacity without hiring

"We went from 10 to 50 new clients per month without hiring a single Customer Success person. Onboarding is instant and perfect every time."

— CEO, B2B Project Management SaaS

Ready to scale your SaaS?

Let's automate your onboarding and free your team to focus on high-value work.

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