Automation & Ops Skill
Client Onboarding
Onboard a new customer, set up a new client project, or initialize FAZ 1 for a customer.
$15
n8n Customer Lifecycle Workflow
Run a staged lifecycle automation as a visual workflow where every step is logged and traceable.
A visual workflow template that runs a staged customer-lifecycle automation as a self-hosted n8n flow instead of scattered cron scripts. A contact's stage change triggers a webhook, which drives a state machine that sends an email and writes an activity log, with idempotent deduplication and an approval gate for unreviewed sends. Because every node carries an execution log and a live status, you can answer which client is at which stage, when you sent, and why a send failed in seconds, instead of digging through several log files.
$15 one-time
Add to a kit → Prices include 20% VAT. · Forged on real agency work · one-time, no lock-in
- Type Skill
- Category Automation & Ops
- Delivery Email · instant
- License One-time
Inside the run · no black box
See the actual work before you buy it.
Invisible cron scripts make a late or skipped send hard to trace. This rebuilds the same lifecycle backbone as a visual flow where every step is logged:
- Triggers on a contact's stage change through a database webhook into the workflow
- Runs an 8-stage state machine that advances the account through its lifecycle steps
- Sends the milestone email and writes an activity-log entry in the same flow
- Runs an idempotency check so a retry can never send the same email twice
- Logs every node with a live status, so which client, what stage, when, and why it failed is answerable in seconds
One power source. 6 lines out.
n8n-customer-lifecycle-workflow · core
core active · 6 lines
- ✓ moving a weekly digest c…
Moving a weekly digest cron into a visible, logged visual workflow
- ✓ running a new client's f…
Running a new client's first-30-day stage machine automatically
- ✓ reacting to a payment or
Reacting to a payment or signup webhook with a multi-step automation
- ✓ tracing exactly why a sc…
Tracing exactly why a scheduled send ran late or got skipped
- ✓ letting a second team me…
Letting a second team member learn the automation in hours, not weeks
- ✓ combining email send, lo…
Combining email send, logging and stage updates in one observable flow
Yours to keep.
Drag time forward. Watch what stays.
Forever
That's what owning means.
The rented stack
ai writing tool: subscription
expired · access lostanalytics suite: subscription
expired · access lostdesign platform: subscription
expired · access lost(nothing left)
Your forge
-
Every step is visible and logged, so failures are easy to trace
license: perpetual -
A teammate can learn a visual workflow far faster than a code stack
license: perpetual -
Idempotent dedup means no duplicate emails even on retries
license: perpetual -
Runs self-hosted at near-zero extra cost on an existing server
license: perpetual
subscriptions expire · deeds don't
Everything in the box.
Pick a piece up. Watch it work.
A visual workflow template for an 8-stage lifecycle
6 parts · one working system · ships instantly by email
This wasn't forged for everyone.
- Not for you if you'd rather rent a tool than own one.
- Not for you if you want someone else to run your stack.
- Not for you if you're happy guessing.
Teams whose lifecycle automation lives in fragile, invisible cron scripts and who want an observable visual workflow anyone can maintain.
then this was forged for you.Works with
Universal by design: these run in any AI. Delivered in the open Agent Skills + MCP format (native in Claude); ChatGPT, Gemini, Cursor and Copilot adapt the same files their own way.
- Claude Native format
- ChatGPT Adapts via open standards
- Gemini Adapts via open standards
- Cursor Adapts via open standards
- Copilot Adapts via open standards
Catch what's on your mind.
the air is clear. nothing between you and the forge.
catch a spark: the forge will answer
-
Should I throw away my code and move everything to visual?
No. This is a tradeoff, not a rejection of code. Code stays better for complex custom logic; the visual flow wins on maintainability and observability. A hybrid, with code for rendering and the flow for dispatch and state, is often best.
-
What does the visual workflow give me that a cron doesn't?
Visibility. Every node has an execution log and live status, so when a send is late, a stage is skipped, or dedup breaks, you see exactly where, instead of correlating several log files and queries.
-
Does it prevent duplicate emails?
Yes. An idempotency check deduplicates before sending, so even if the workflow runs twice the same contact and milestone will not get a second email.
-
How is it delivered?
By email right after purchase: ready to run, downloaded instantly, no setup wait.
-
One-time or subscription?
A one-time purchase; no subscription or hidden fees. VAT (20%) is included.
-
Can I get a refund?
As a digital product, it can’t be refunded once downloaded. That’s why we show exactly what’s inside and who it’s for, right here.