What you import
Status flip to won / leased / booked → Drive folder → welcome email → day 1 / 3 / 7 nudges → owner SMS. Change nouns to tenant, patient, or client.
n8n
Welcome, docs, and a checklist that actually updates.
The job is booked, then the first week turns into a scavenger hunt. This file sends the welcome, makes a Drive folder, texts you, and nudges them on day 1 / 3 / 7 until the docs are in.
Before: three emails you meant to send. After: a dated sequence, a Drive folder, and a checklist on the same Leads row.
Status flip to won / leased / booked → Drive folder → welcome email → day 1 / 3 / 7 nudges → owner SMS. Change nouns to tenant, patient, or client.
n8n
n8n, Google Sheets (the live checklist), Gmail, Google Drive, Twilio for owner SMS only. Notion and Airtable are documented swaps, not the demo spine.
45–90 minutes once the doc list and Drive parent folder exist.
You supply the documents. The file sends and checks boxes. Clients get email, not SMS. It does not sign leases, approve applicants, mark anyone legally cleared, or store PHI in a new database. It will not chase a lead that is not won / leased / booked.
New-patient packet, forms request, and a reminder that the chair time is held.
Consult-to-first-visit packet. Calm tone. No before-photo demands in public channels.
New-client welcome, records request, and first-visit checklist for the pet.
Engagement packet request and a checklist you can show later.
Welcome, required docs, move-in checklist. No spreadsheet graveyard.
New account onboarding: access notes, gate codes, billing email.
Onboarding sequence in n8n (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.