I use Zapier so the trigger is (New client added) then Zapier will shoot out the email in Gmail or Airtable or whatever platform you like.
Here is the email with the link to the guide. (I'll be updating this guide soon)
"Hi Melissa,
Just letting you know we've added you into our system and wanted to say thanks for giving Vancity Electric a shot at being your electrical contractor of choice!
This is a welcome email to say hello and introduce you to our informed client guide. It will give you a little more insight into the journey ahead and how we do things.
You can find the guide here: https://www.vancityelectric.ca/informed-client-guide
If you have any questions at all, please reach out to me anytime you like.
Cheers.
Cory Byron (Owner)
Vancity Electric
cory@vancityelectric.ca"