Skip to content
The Workflow Library
Get the full library

Kickoff call scheduling email sent after deal closed won

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal7 stepsUpdated for HubSpot seat pricing
OutcomeThe new customer's primary contact automatically gets an email with a booking link for the kickoff call, right after the deal closes, with no manual step from sales.
Workflow mapcustomer-onboarding-002
Deal stage = Closed Won, kickoff email not yet sent leads to Delay 1 hour. Delay 1 hour leads to Send Kickoff Scheduling Invite email. Send Kickoff Scheduling Invite email leads to Set Kickoff Email Sent Date. Set Kickoff Email Sent Date leads to Delay 5 business days. Delay 5 business days leads to Kickoff Booked known?. Kickoff Booked known? leads to Yes: End; No: Create follow-up task for Onboarding Owner. Yes No Deal stage = Closed Won, kickoff email not yet sent Delay 1 hour Send Kickoff Scheduling Invite email Set Kickoff Email Sent Date Delay 5 business days Kickoff Booked known? End Create follow-up task for Onboarding Owner
Deal stage = Closed Won, kickoff email not yet sent leads to Delay 1 hour. Delay 1 hour leads to Send Kickoff Scheduling Invite email. Send Kickoff Scheduling Invite email leads to Set Kickoff Email Sent Date. Set Kickoff Email Sent Date leads to Delay 5 business days. Delay 5 business days leads to Kickoff Booked known?. Kickoff Booked known? leads to Yes: End; No: Create follow-up task for Onboarding Owner. Yes No Deal stage = Closed Won, kickoff email not yet sent Delay 1 hour Send Kickoff Scheduling Invite email Set Kickoff Email Sent Date Delay 5 business days Kickoff Booked known? End Create follow-up task for Onboarding Owner

When to use it, when not to

Use it

  • Use it when every closed-won deal needs a kickoff call and the booking step is currently a manual email someone forgets to send.
  • Use it when the onboarding owner already has a personal or team meeting scheduling page set up.
Read more on when to use itShow less

Skip it

  • Do not use it for self-serve or very low-touch plans where onboarding is fully automated with no live call, exclude those with a deal property filter.
  • Do not use it as a substitute for customer-onboarding-001. Run both, the handoff task is internal, this one is customer-facing.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Customer onboarding spec

Not the workflow you needed?

More in Customer onboarding

50 specs in this section

See all 50 This category, 39 EUR
FreeSales-to-CS handoff task on deal closed wonDeal6 steps Branch onboarding path by deal size (high-touch vs low-touch)Deal6 steps No-show kickoff call rebooking automationDeal6 steps Onboarding checklist tasks created on deal closed wonDeal10 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library