Checkout & Payments
On purchase, tags the customer, creates an opportunity, alerts the team via Slack and SMS, then runs a five-email post-purchase sequence.
When any purchase is completed, this automation tags the contact, creates or updates an opportunity in the pipeline, sends a payment confirmation notification, fires an internal Slack notification to alert the team, then launches a structured post-purchase email and SMS sequence. The sequence delivers an immediate welcome email and SMS, followed by Emails 1 through 4 spaced at daily intervals with wait steps between each — progressively onboarding the new client, building confidence in their purchase decision, and setting clear expectations for what comes next.
The period immediately after payment is when buyer's remorse is highest and client confidence is most fragile. This automation addresses that window directly — confirming the purchase instantly, welcoming the client warmly, and walking them through the next steps across a structured multi-day sequence. The internal Slack notification means the team is aware of every new sale in real time, enabling proactive personal outreach where appropriate. The four-email post-purchase sequence builds momentum and reduces the likelihood of early cancellation or refund requests.
This is the core-level payment and post-purchase automation — a simpler, universal version of the client-specific checkout automation in section 4. Where that automation handles complex onboarding for OS A.I clients specifically, this one is the modular, adaptable version that any client can deploy across their own product sales. For clients selling products, courses, memberships, or services online, this automation is the foundation of their post-purchase experience — ensuring every transaction is followed by a professional, structured communication sequence that turns a buyer into a satisfied, retained client.
This workflow is a post-purchase onboarding and customer nurture sequence. When a customer submits an order, it updates your CRM, creates an opportunity, notifies your internal team, tags the contact as a customer, and delivers a structured follow-up sequence consisting of five emails and one SMS over several days.
The build — trigger → steps
Order Submitted
Personal Brand Order Submission
Automatically starts the workflow whenever a customer successfully completes a purchase.
Tag Contact
ActionAdd Tag · customer
Identify the contact as a paying customer for segmentation, reporting, and future automations.
Create or Update Opportunity
ActionCreate / Update Opportunity · Customer Sales Pipeline / New Customer · Open
Track every purchase as an active opportunity for onboarding, fulfillment, and customer management (name {{contact.name}}).
Slack Notification
NotifySlack Notification · Internal team
Notify the internal team that a new order has been received. Typical information may include: Customer Name; Purchased Offer; Order Value; Assigned Team Member.
Internal SMS Notification
NotifyInternal SMS Notification · Assigned User
Immediately notify the responsible team member via SMS that a new customer has completed a purchase.
Email #1
EmailSubject: {{contact.first_name}} {{contact.last_name}}, your {{custom_values.offer_name}} is on its way!
Confirm the purchase; thank the customer; set expectations for delivery, onboarding, or next steps.
SMS Confirmation
SMSSend SMS
Send a quick purchase confirmation and provide important links such as Login, Receipt, Access Instructions, Support Information.
Wait — 1 Day
WaitTime-Based Wait · 1 Day
Allow the customer time to receive and begin accessing their purchase before the next follow-up.
Email #2
EmailSubject: You don't want to miss this, {{contact.first_name}} {{contact.last_name}}
Reinforce the purchase; introduce key benefits; highlight important next steps; encourage early engagement.
Wait — 1 Day
WaitTime-Based Wait · 1 Day
Maintain consistent communication without overwhelming the customer.
Email #3
EmailSubject: Unleash Your Potential with [Product Name]!
Position the product as the solution; increase perceived value; share education, examples, or implementation tips; reduce refund risk and improve customer success.
Wait — 1 Day
WaitTime-Based Wait · 1 Day
Continue the structured onboarding cadence.
Email #4
EmailSubject: {{contact.first_name}} {{contact.last_name}}, I've got something you'll enjoy :)
Build a stronger relationship; deliver additional value; share a bonus resource, story, or soft upsell; keep customer engagement high.
Wait — 1 Day
WaitTime-Based Wait · 1 Day
Create spacing before the final customer touchpoint.
Email #5
EmailSubject: {{contact.first_name}} {{contact.last_name}}, your FREE gift has arrived!
Deliver a bonus resource or free gift; surprise and delight the customer; increase goodwill; introduce future offers or customer communities.
Workflow Ends
End
Timeline
- 1Immediately after purchase: tag customer, create/update opportunity, notify team via Slack + SMS, send confirmation email + SMS
- 2Day 1: Email #2
- 3Day 2: Email #3
- 4Day 3: Email #4
- 5Day 4: Email #5