Client Management & Onboarding**Purpose**
1.2. Demonstrate commitment to client service through structured, automated follow-up.
1.3. Generate actionable insights for technical and client-service performance reviews.
1.4. Maintain records of client experience for compliance, audits, and marketing.
**Trigger Conditions**
2.2. Designated client contact is active and hasn’t received a survey within 12 months.
2.3. No outstanding service issues or complaints logged in ticketing/CRM.
2.4. Survey paused if contract renewal or follow-up work is already initiated.
**Platform Variants**
3.1. Salesforce
• Feature/Setting: Flow automation ("Process Builder" or "Flow") triggers email survey when opportunity stage is “Closed Won.”
• Sample: Configure "Send Custom Notification" + Email Alert action on project close.
3.2. HubSpot
• Feature/Setting: Workflow automation sends “Customer Feedback Survey” email from Service Hub, triggered by custom property “Project Closed.”
• Sample: If [Project status] = “Complete”, then send Feedback Survey.
3.3. Zoho CRM
• Feature/Setting: Workflow rules to push post-project survey via Zoho Survey integration when Deal is “Closed Won.”
• Sample: Configure “Webhooks” to pass client info to Zoho Survey.
3.4. Microsoft Power Automate
• Feature/Setting: Automated Flow triggers Outlook or Microsoft Forms survey based on SharePoint/Planner project column “Completed."
• Sample: Trigger: [Project Status] Changed; Action: Send Form.
3.5. Google Workspace
• Feature/Setting: Google Apps Script listens on Sheets/Forms for project completion, issues Google Form survey via Gmail.
• Sample: onEdit trigger for [Status]=“Complete” then sendForm().
3.6. Slack
• Feature/Setting: Workflow Builder posts survey link in private client channel, triggered by /command or status update.
• Sample: “Send Message” step with Google or Typeform link.
3.7. Asana
• Feature/Setting: Rules—when task marked complete, trigger Zap (Zapier) or internal rule to send survey link.
• Sample: Task completed → Send email with survey.
3.8. Trello
• Feature/Setting: Butler Automation—when card moved to “Done,” send out email or Slack DM with Typeform link.
• Sample: Card enters “Done” → Send Email action.
3.9. Monday.com
• Feature/Setting: Automations—when item status is “Complete,” trigger email survey via native forms or API integration.
• Sample: Item completes → sendMail().
3.10. ClickUp
• Feature/Setting: ClickApps Automations—on task completion, trigger webhook to send survey link.
• Sample: Status change “Done” → Call webhook.
3.11. Typeform
• Feature/Setting: Webhook or API collects responses, sends custom links via CRM/email on project close event.
• Sample: Generate personalized survey link via /create_form endpoint.
3.12. SurveyMonkey
• Feature/Setting: API integration receives client details and triggers “Send Survey” on project completion from CRM.
• Sample: Use /surveys/{id}/collectors endpoint.
3.13. Mailchimp
• Feature/Setting: Customer Journey automation sends survey campaign triggered by “Tag Added: Project Complete.”
• Sample: Create an automation workflow for new tag.
3.14. Intercom
• Feature/Setting: “Series” automations send in-app or email survey to contact after custom event (project close) is received via API.
• Sample: Trigger “Send Survey” on project completion event.
3.15. Freshdesk
• Feature/Setting: Scenario Automation sends satisfaction survey when ticket status is changed to “Resolved-Final.”
• Sample: Event: Ticket status update; Action: Send survey.
3.16. Zendesk
• Feature/Setting: Trigger automation—after project ticket closed, send Satisfaction survey via Zendesk or own survey link.
• Sample: Trigger: Ticket Status = Closed; Action: Email.
3.17. Twilio
• Feature/Setting: Messaging API sends SMS with survey link on defined webhook trigger from project management system.
• Sample: Use POST /Messages for SMS delivery.
3.18. SendGrid
• Feature/Setting: Transactional Template API sends email with embedded survey on ‘Project Completed’ event.
• Sample: POST /mail/send with dynamic template data.
3.19. ActiveCampaign
• Feature/Setting: Automation workflow triggered by “Tag Added: Project Complete,” sends survey campaign email.
• Sample: Automation trigger: Tag added → Send email.
3.20. PipeDrive
• Feature/Setting: Workflow Automation—on deal “Won,” send survey email or push client to survey sequence via integration.
• Sample: Trigger: Deal Won; Action: Email survey.
3.21. JotForm
• Feature/Setting: API integration to generate prefilled survey link; email automation via external trigger.
• Sample: /form/{id}/answers for submissions.
3.22. Airtable
• Feature/Setting: Automations—project record moves to “Complete,” send survey form using scripting block or external email.
• Sample: When status updates → Run script/send email.
3.23. Smartsheet
• Feature/Setting: Automated workflows—row marked as “Complete,” send survey via survey platform email API.
• Sample: Row update event triggers webhook.
**Benefits**
4.2. Standardizes data collection for trend analysis and process improvement.
4.3. Quick feedback detects dissatisfaction early, preventing churn.
4.4. Frees consultancy staff for high-value engineering or business development tasks.
4.5. Strengthens client relationships, boosting loyalty and referral rates.
4.6. Provides documented evidence of quality control and client care for future bids.