Send each new customer a personalized onboarding playlist
Automatically turn new CRM deals into tailored onboarding showcases and welcome emails.
How it works
Copy the new customer's details from HubSpot (company, plan, champion, use case and deal notes) and paste them into Claude with the prompt. Claude searches your Supademo workspace, starts with a getting-started demo and adds the ones that fit their use case, three to five in total. It puts them in a showcase and drafts a welcome email in Gmail that explains why each demo is in there. Open the showcase and check every demo, then review the draft before you send it.
Run it
Chapters
- 1Step 1 of 2
Build the Showcase and Draft the Email
Paste the customer's details into this prompt:
Prompt Here's a new customer who just closed in our CRM: Company: [Company name] Plan: [Plan], closed won [date] Champion: [Name], [Job title], [email] Use case: [What they bought it for] Deal notes: [Why they signed, team size, anything they asked about] Search our Supademo workspace for the onboarding demos that best match their use case. Start with a getting-started demo, then add the ones that fit, three to five demos total. Put them in a showcase and draft a welcome email in my Gmail to [champion's first name] that explains why each demo is in there. Don't send it.
Claude or ChatGPT searches your demos, builds the showcase, and leaves a draft in Gmail. It may also list a few things to check before you send.
- 2Step 2 of 2
Review Before You Send
Open the showcase and click through every demo in it. Then open the draft in Gmail and read it before you send it to the champion.
If you also connect your CRM (HubSpot, Salesforce, Pipedrive or Attio), it can pull the record itself. Start the prompt with:
Prompt Look up [company] in [your CRM]. From the deal notes and fields, tell me what they bought it for and who their champion is.
What the Customer Gets
- A welcome email written around why they signed
- One showcase link instead of a list of separate demos
- Three to five demos they can watch in order, starting with the basics