Online review request automation after project close

Purpose

1.1. Automate the client experience by initiating an online review request immediately after project closure in basketball court construction.
1.2. Automates the gathering of valuable client feedback for reputation enhancement and continuous improvement.
1.3. Streamlines manual follow-ups, ensuring every client receives a timely invitation to review, maximizing review volume.
1.4. Enable automated reminders for clients who have not yet responded, increasing response rates and review quality.
1.5. Centralizes review data for analytics and service quality monitoring, automating aftercare in professional services.

Trigger Conditions

2.1. Automation triggers automatically when a project is marked as “Closed” in the project management platform.
2.2. Automate after receiving project completion confirmation from a site supervisor or CRM update.
2.3. The automator activates if a set period has elapsed post-completion (e.g., 24 hours).
2.4. Trigger conditionally based on handover document e-signature.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API — configure SMS campaign with review request URL; set trigger on “project closed” webhook.
3.2. SendGrid
• Feature/Setting: Automated Email; use dynamic templates and API key authentication; configure to send personalized messages based on client field mapping.
3.3. Mailchimp
• Feature/Setting: Customer Journeys; automate post-project review requests via email sequences linked to project completion.
3.4. HubSpot
• Feature/Setting: Workflow Automation; set workflow trigger based on closed project property; configure email task with embedded review link.
3.5. Salesforce
• Feature/Setting: Process Builder or Flow — automates initiation of review emails/SMS upon project closure event in CRM.
3.6. Zapier
• Feature/Setting: Automated Zap linking project closure action in CRM to review request across multiple channels (SMS, email).
3.7. Google Workspace (Gmail)
• Feature/Setting: Apps Script or API; automate sending out templated review requests on event-driven triggers from Sheets or Forms.
3.8. Intercom
• Feature/Setting: Automated Campaigns; trigger review request messages based on closed conversations or project milestones.
3.9. Zendesk
• Feature/Setting: Triggers and Automations; send out automated ticket-closed review requests via email and messaging channels.
3.10. ActiveCampaign
• Feature/Setting: Automations builder; utilize event-based triggers to create a review solicitation workflow.
3.11. Pipedrive
• Feature/Setting: Workflow Automations; configure project stage “Closed” to send review emails or through API to SMS service.
3.12. Slack
• Feature/Setting: Workflow Builder with Webhook; post automated review request messages to internal team for manual or external client outreach.
3.13. Google Reviews API (via third-party)
• Feature/Setting: API integration to generate and automate review links tailored to each client.
3.14. Typeform
• Feature/Setting: Automated post-completion survey forms, sent via API or integrated platform email.
3.15. SurveyMonkey
• Feature/Setting: Create automated feedback surveys with unique links sent upon completion.
3.16. Microsoft Power Automate
• Feature/Setting: Trigger flows on project status change, automates custom review invitation emails via Outlook or Teams.
3.17. WhatsApp Business API
• Feature/Setting: Automate sending review request messages instantly when trigger conditions met, via authorized API workflow.
3.18. Freshdesk
• Feature/Setting: Automation Rules; configure closure of ticket to send a review request with tracking enabled.
3.19. Monday.com
• Feature/Setting: Automations Center; when project item moved to "Completed," automatically triggers review request emails or notifications.
3.20. Constant Contact
• Feature/Setting: Automated Email Sequences linked to custom contact lists populated post-project closure via API.
3.21. Clio Grow
• Feature/Setting: Matter closed automation; sends customized review request email/SMS immediately upon status update.
3.22. Jotform
• Feature/Setting: Automate delivery of custom survey/review forms with unique fill links, set on completion webhooks.

Benefits

4.1. Automates client engagement, improving consistency in aftercare follow-ups.
4.2. Dramatically boosts volume and frequency of collected reviews via automation.
4.3. Automates multi-channel outreach for maximum visibility.
4.4. Eliminates delays and manual errors through a fully automated approach.
4.5. Enables automated data analytics and performance tracking based on review feedback.
4.6. Enhances client satisfaction through timely, automated communication.
4.7. Supports automating reminders for clients who haven’t responded.
4.8. Easily integrates with existing business workflows for seamless automation.