Satisfaction survey sent after project completion

Purpose

1.1. Gather client feedback after project completion; enhance service quality and customer satisfaction.
1.2. Identify strengths and improvement areas via structured responses.
1.3. Maintain records of client experiences for performance reviews.
1.4. Automate post-project follow-up, saving manual effort and ensuring every client is contacted.

Trigger Conditions

2.1. Project status marked as “Completed” in job management system.
2.2. Invoice paid confirmation in accounting system.
2.3. Task marked done in project management tool.
2.4. Manual client profile update indicating delivery.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS API; trigger: POST to /Messages with client phone, survey link, and project reference.
3.2. SendGrid
• Feature/Setting: SMTP API; configure transactional template to send satisfaction survey after email trigger.
3.3. Mailchimp
• Feature/Setting: Automations > Customer Journey; trigger on list entry (“Project Completed” tag).
3.4. SurveyMonkey
• Feature/Setting: Webhooks or Email Collector API; auto-dispatch satisfaction survey email with project metadata.
3.5. Google Forms
• Feature/Setting: Apps Script trigger; send form link upon sheet update (“Completed”).
3.6. Typeform
• Feature/Setting: Webhooks/API; send personalized survey via email on workflow event.
3.7. HubSpot
• Feature/Setting: Workflows; send survey email after “Deal Won/Closed” trigger.
3.8. Salesforce
• Feature/Setting: Process Builder; email alert with survey upon project completion milestone.
3.9. Zoho CRM
• Feature/Setting: Workflow Rule; autoresponder email using satisfaction survey template when status field updated.
3.10. ActiveCampaign
• Feature/Setting: Automation; email campaign with satisfaction survey on project tag.
3.11. Microsoft Power Automate
• Feature/Setting: Flow triggered by SharePoint or Dynamics 365 project status update; send Forms survey link.
3.12. Airtable
• Feature/Setting: Automations; send survey email when project status is “Completed”.
3.13. Zendesk
• Feature/Setting: Trigger; email or SMS survey after ticket resolved/closed event.
3.14. Slack
• Feature/Setting: Slackbot; DM with survey link triggered by status update in integrated software.
3.15. Intercom
• Feature/Setting: Automated message; send satisfaction survey when conversation labeled “Project Completed”.
3.16. Freshdesk
• Feature/Setting: Automation rules; survey link sent in closure confirmation email.
3.17. Pipedrive
• Feature/Setting: Workflow Automation; send survey email on deal stage “Completed”.
3.18. Monday.com
• Feature/Setting: Automations; trigger email/survey link on status column “Done”.
3.19. Notion
• Feature/Setting: Integrations; survey dispatch via Zapier when project page property changes to “Completed”.
3.20. Trello
• Feature/Setting: Butler Automation; sends survey email on card moved to “Done”.
3.21. Shopify
• Feature/Setting: Marketing automation/Flow; survey sent on fulfilled order tag.
3.22. Constant Contact
• Feature/Setting: Email Automation; send satisfaction survey campaign from completed interaction list.

Benefits

4.1. Standardizes feedback collection at scale.
4.2. Improves response rate with timely outreach.
4.3. Reduces labor and ensures no client is missed.
4.4. Enables actionable insights and continuous improvement.
4.5. Enhances brand perception through proactive communication.