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	[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