Automated client satisfaction surveys post-service

Purpose

1.1. Gather structured client feedback automatically after antenna service completion, focusing on professionalism, installation quality, rigging safety, and Aerial Systems expertise.
1.2. Measure client satisfaction for continuous improvement, better compliance, and enhanced service standards in the Rigging & Installation sector.
1.3. Build review pipelines for testimonials, certifications, and compliance audits.
1.4. Prompt client engagement to enable referral requests, and ensure swift resolution of issues.

Trigger Conditions

2.1. Completion and confirmation of antenna service logged in CRM or service management software.
2.2. Payment processed or invoice marked as paid.
2.3. Technician submits final job report or digital sign-off form is received.
2.4. Service status updated to “completed” in project management tool.

Platform Variants

3.1. Twilio
• SMS API: Configure trigger to send post-service SMS survey; set webhook on service completion event.
3.2. SendGrid
• Transactional Email API: Auto-send email surveys using dynamic templates; API triggers on job completion.
3.3. SurveyMonkey
• Webhooks: Use Create Collector API to issue unique survey links triggered by CRM webhook.
3.4. Google Forms
• Google Apps Script API: Auto-generate and email form links post-service, using Apps Script on Google Sheets.
3.5. Typeform
• Responses API: Trigger personalized Typeform links post-service via API and capture responses in real time.
3.6. Salesforce Service Cloud
• Workflow Rules: Configure automated post-case-closure survey dispatch via email/SMS.
3.7. HubSpot
• Workflows Automation: Set deal pipeline to trigger survey emails or follow-ups using workflow automation.
3.8. Microsoft Power Automate
• Flow Configurations: Connect Dataverse or SharePoint updates to email/SMS survey delivery.
3.9. Mailchimp
• Customer Journeys: Initiate survey emails after service tags are applied using automation builder.
3.10. ClickSend
• SMS API: Configure direct SMS survey delivery with merge tags for custom fields post-service.
3.11. Intercom
• Custom Bots: Trigger chat-based survey via API on “service completed” status.
3.12. Zendesk
• Zendesk Triggers: Send satisfaction survey after support ticket/service request is marked solved.
3.13. Airtable
• Automation Script: Run surveys via email or SMS using automations linked to record status.
3.14. Monday.com
• Automations: Set “status change” recipe to trigger survey via email or integrations like Outlook/Gmail.
3.15. Google Chat
• Chatbot Integration: Bot posts survey URL to client directly after job status toggles to complete.
3.16. Slack
• Workflow Builder: Post automated feedback survey or DM upon specific job workflow completion.
3.17. Zoho CRM
• Workflow Rules: Deploy survey emails/SMS on deal/service closure actions.
3.18. Pipedrive
• Automations: Send surveys automatically from contacts marked as “Won”, using third-party survey apps.
3.19. ActiveCampaign
• Automations: Survey email dispatched from automation triggered by contact tag or pipeline stage.
3.20. Qualtrics
• XM Directory Trigger: Automated survey sent using contact event-based task post-service.

Benefits

4.1. Reduces manual follow-up labor, increasing operational productivity and response consistency.
4.2. Improves customer retention through prompt engagement and faster resolution of quality issues.
4.3. Enables granular performance tracking and benchmarking by technician or project site.
4.4. Provides real-time, reportable client insight for compliance, certifications, and testimonial use.
4.5. Supports scalable business growth via automated feedback loops and quality improvement cycles.