Free template · Customer Follow-Up

The check-in your team forgets to send.

Goes out 48 hours after every appointment, purchase, or service. Personalized to each customer. The thing your best front desk used to do when they had time. Now it always happens.

Setup time ~20 minutes
Run cost ~$2/mo (1,000 emails)
Validation Tested + ready to run
License Free, yours forever

Customers who feel seen.

  1. 1
    Schedule Trigger — every hour
    Cron expression 0 * * * *. The workflow wakes up hourly and processes anything completed in the last window. Change the cadence in one field if you want it daily or weekly.
  2. 2
    Sample Completed Jobs (replace this)
    Ships with two sample jobs so it runs out of the box. Replace this Set node with an HTTP Request to your booking or order software: Mindbody, Vagaro, Toast, Shopify, Mariana Tek, or whatever holds your completion records.
  3. 3
    Split Each Customer
    Iterates through the array so the rest of the workflow runs once per customer. n8n handles the loop automatically.
  4. 4
    Generate Follow-Up Email — OpenAI
    Uses gpt-4o-mini to write three short paragraphs: a thanks that names the exact service, an open question about how the result feels, and a sign-off from the staff member who served them. Costs about $0.0002 per message.
  5. 5
    Send Follow-Up Email — SMTP
    Sends the generated email from your business address. Swap for Postmark, SendGrid, or Resend if you want better deliverability and click tracking.
  6. 6
    Log Result
    Captures who got the email, what was sent, and when. Replace with a Google Sheets append, an Airtable create, or an HTTP request to your CRM if you want centralized reporting.

Vertical-specific framing

E-commerce
Pulls completed Shopify orders from the last hour. Mentions the product by name and the staff member who fulfilled it. Asks one question about fit, sizing, or a use case the next visitor will want to read about.
Restaurants
Pulls closed Toast checks from tonight's service. Names the dish, the server, and the table type (date, family, business). Asks if they would order it again and offers a direct line to the manager.
Med spa or dental
Pulls completed Mindbody, Vagaro, or Eaglesoft visits. References the treatment, the provider, and any aftercare window. Asks how the result is settling and offers a clear way to flag any concern.
Fitness studio
Pulls Mariana Tek bookings completed in the last 24 hours. Mentions the class, the coach, and asks one question about how the format landed for them.
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Three accounts. Free or close to it.

n8n Free self-hosted, or n8n Cloud starting $20/mo
OpenAI API key Pay-as-you-go, ~$0.0002 per message
SMTP or transactional email Gmail, Postmark, SendGrid, Resend — your call
Your booking or order system API access or webhook from Mindbody, Vagaro, Toast, Shopify

What this is worth, conservatively

Repeat-customer lift from automated post-service check-ins 8 to 12%
Business with 200 completed jobs/month, $80 average ticket $1,280 to $1,920/mo recovered
Annualized ~$15,000 to $23,000
Cost to run this template forever ~$24/year

Numbers based on industry benchmarks for repeat-purchase lift after personalized post-service outreach. Your actual results vary with category, ticket size, and message quality.

Related

Want this customized to your stack?

If you'd rather have us connect this to your booking or order software, write the prompts in your voice, and hand it back working — that's our customer follow-up build. 1 to 2 weeks.

Book a 15-min walkthrough