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SaaS trial-to-paid onboarding nurture

Connects Typeform / Google Forms / Jotform, Google Sheets, Gmail / Google Workspace and 1 more, running on a schedule or an incoming event. About 12 steps do the work you would otherwise do by hand.

Built around one industry’s actual workflow. Your build is assembled for your own tools rather than copied from a library file, so the exact step list is agreed once we know which of these accounts you use.

Read the full guide Download PDF (723 KB) Ask about this one
Typical project price
$400–$900
Build time
3-5 days
Runs
on a schedule or an incoming event
Accounts to open
5
Guide length
21 pages
Typical steps
~12

Accounts you would open

Each one gets its own click-by-click section in the guide, including what it costs and what to send us.

  • n8n (self-hosted)
  • Typeform / Google Forms / Jotform
  • Google Sheets
  • Gmail / Google Workspace
  • HubSpot

What is inside the guide

21 pages. No filler, no "it depends".

  1. 01 What it does, in one page
  2. 02 How I work and why it protects you
  3. 03 The pipeline, stage by stage
  4. 04 What the workflow is made of
  5. 05 How you actually use it day to day
  6. 06 Every account you open — 5 sections, click by click
  7. 07 Three realistic running-cost scenarios
  8. 08 What it really costs, broken down
  9. 09 Your brief — what I need in writing
  10. 10 The credentials template, filled in for you
  11. 11 What I never ask for, and what happens to your keys
  12. 12 Timeline from credentials to live
  13. 13 Your pre-flight checklist
  14. 14 Revisions — what is included and what is not
  15. 15 Handover, and the questions clients actually ask

The full guide

21 pages, 723 KB. Read it here or download it — no email required.

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