---
type: Guide
title: Accelerate Customer Onboarding With Personalized Demo Packs
description: "Use Claude to turn a new customer's HubSpot deal details into an onboarding showcase of matching demos and a welcome email draft in Gmail."
resource: "https://supademo.com/academy/workflows/new-customer-onboarding-pack"
tags: [supademo, academy, workflow]
generated: { by: process:generate-okf, at: 2026-10-19T19:49:26.777Z }
status: stable
---
# Accelerate Customer Onboarding With Personalized Demo Packs

Automatically turn new HubSpot deals into tailored onboarding showcases and welcome emails.

Tools: HubSpot, Claude, Supademo, Gmail

Runs: Every new customer

## What it is

A one-prompt workflow in Claude that reads why a new customer signed, using the plan, champion, use case and deal notes from HubSpot, and searches your Supademo workspace for the onboarding demos that match. It puts three to five of them in one showcase and drafts a welcome email to the customer's champion in Gmail.

## Who it is for

Customer success managers and onboarding leads who welcome new accounts, and account managers who hand customers over after a deal closes.

## Why it matters

New customers often get the same generic welcome email and have to find their own way to the features they bought for. This sends each champion an onboarding showcase built around why they signed, with the email drafted for you to review.

## Build the onboarding pack in Claude

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.

## What the Video Covers

- 0:00 — Skip the generic welcome: use the HubSpot deal details
- 0:30 — How the customer onboarding workflow works
- 0:53 — Paste the HubSpot record; Claude picks the demos and builds a showcase
- 1:24 — Review the showcase and draft the welcome email in Gmail
- 1:47 — What every new customer gets
- 1:59 — Connect Supademo to Claude or ChatGPT

## Before You Start

In Claude, connect two connectors:

- Supademo, so Claude can search your demos and build a showcase
- Gmail, so Claude can draft the welcome email

You'll also need the new customer's details from HubSpot. In the video, they're copied from the deal and pasted into the prompt.

## Step 1: Build the Showcase and Draft the Email

Paste the customer's details into this prompt:

"Here's a new customer who just closed in HubSpot:

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 searches your demos, builds the showcase, and leaves a draft in Gmail. It may also list a few things to check before you send.

## Step 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 HubSpot in Claude, Claude can pull the record itself. Start the prompt with:

"Look up [company] in HubSpot. 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

## Wrapping Up

Try it with your next new customer. Rather than the same welcome everyone gets, their champion receives demos picked for what they bought your product to do.

**Tips**

- Include the deal notes, since they carry why the customer signed and what they asked about
- Ask Claude to explain why each demo is in the showcase, so the email can tell the champion

**Gotchas**

- Sending the Gmail draft before you've opened the showcase and checked every demo
- Sending several separate demo links when one showcase link does the job

**Recommendations**

- Run it as soon as the deal closes, so the champion has the pack on day one
- Connect the Supademo and Gmail connectors in Claude before you start