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SalesFREE

Auto-Offer Onboarding Calls to High-Value New Customers

Invest where it counts — automatically offer a white-glove onboarding call to new customers above a plan threshold while others get self-serve resources.

difficulty Intermediatesetup 35 minresult High-value customers get personal onboarding while smaller ones get great self-serve, matching effort to value.—
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  1. 1

    Trigger on New Subscriptions

    Add a Stripe Trigger node on new paid subscriptions.

  2. 2

    Check the Plan Tier

    Add an IF node separating high-value plans from lower tiers.

  3. 3

    Offer a Call

    For high-value customers, add a Gmail node with your Calendly onboarding link.

  4. 4

    Send Self-Serve Resources

    For lower tiers, add a Gmail node with a curated getting-started guide.

  5. 5

    Activate and Test

    Activate the workflow and simulate signups on both tiers. Confirm each path fires.

Frequently asked questions

Where should the threshold be?

Set it where a human onboarding call pays for itself in retention — typically your higher plans.

Can I still help small accounts?

Yes — great self-serve content plus an option to request a call keeps them supported affordably.

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