Automated client satisfaction surveys post-onboarding

Purpose

1.1. Automates the immediate delivery of client satisfaction surveys following the successful onboarding of new clients for certified public accountants.
1.2. Captures critical feedback about the onboarding process to identify issues and enhance future client experiences through automated feedback loops.
1.3. Serves compliance tracking needs by automatedly documenting client sentiment at a pivotal service interaction.
1.4. Reduces manual admin effort in survey distribution and response collection by automating the entire process across multiple channels.

Trigger Conditions

2.1. Automatedly triggers upon marking a new client as “onboarded” in the firm’s CRM or practice management system.
2.2. Can trigger from client record creation date, completion of onboarding checklist, or user-specified onboarding task.
2.3. Timer-based automation for X days after onboarding event completion.
2.4. API call event, webhook notification, or internal workflow status change triggers automation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS via Messaging API; Configure “Send SMS” with survey link to client’s mobile.
3.2. SendGrid
• Feature/Setting: Automates transactional email delivery via Send API; Set template for survey invitation, auto-populate client data.
3.3. Slack
• Feature/Setting: Automate direct or channel message using Slack API “chat.postMessage”; Notify team on survey completion.
3.4. HubSpot
• Feature/Setting: Automates workflow to email survey upon client onboarding via Workflow Automations > “Send Email” action.
3.5. Salesforce
• Feature/Setting: Automating process using “Process Builder” or Flow > “Send Email” or “Apex HTTP Callout” to survey tool.
3.6. Google Forms
• Feature/Setting: Automate form distribution via Apps Script/Forms API; Collect responses, set up “on form submit” triggers.
3.7. Microsoft Power Automate
• Feature/Setting: Automator “When a record is created” (Dynamics 365) > Send Outlook mail with survey link.
3.8. Mailchimp
• Feature/Setting: Automate post-onboarding campaign via Customer Journey builder; “Send Email” block for survey invites.
3.9. SurveyMonkey
• Feature/Setting: Automate survey sending via Webhooks or “Send API”; fetch responses automatically via SurveyMonkey API.
3.10. Zoho CRM
• Feature/Setting: Workflow Rule “Onboarding Completed” > automated “Send Survey” via Zoho Survey integration.
3.11. Pipedrive
• Feature/Setting: Automate Person/Deal stage triggers for survey send via Workflow Automations > Email integration.
3.12. Intercom
• Feature/Setting: Automatedly send survey via “Outbound Messages” after onboarding tag or attribute change.
3.13. Freshdesk
• Feature/Setting: Automate survey via “Automations > Ticket Updates” post-onboarding, send feedback request.
3.14. Typeform
• Feature/Setting: Automated invites by integrating with CRM via API/Webhooks after onboarding event.
3.15. ActiveCampaign
• Feature/Setting: Automate “After Contact Added to List” workflow, trigger survey campaign email.
3.16. Microsoft Outlook
• Feature/Setting: Automate mail merge via Outlook REST API or Power Automate, embedding survey links.
3.17. Zendesk
• Feature/Setting: Triggers and Automations > “Send Survey” after onboarding ticket closure.
3.18. Monday.com
• Feature/Setting: Automate status change “Onboarding Done” > trigger email with survey using Automations Center.
3.19. Airtable
• Feature/Setting: Automate record change webhook to initiate survey email/send via scripting or third-party integration.
3.20. OneSignal
• Feature/Setting: Automate push notifications with survey link using Segments API, post-client onboarding event.
3.21. WhatsApp Business API
• Feature/Setting: Automated send of survey message post-onboarding via template message and Webhook trigger.
3.22. DocuSign
• Feature/Setting: Envelope complete triggers automated survey send via Connect webhook or API action.
3.23. Calendly
• Feature/Setting: Automated follow-up email with survey link using Workflows after onboarding meeting completion.

Benefits

4.1. Automates client feedback collection for continuous improvement and regulatory compliance.
4.2. Automatedly increases survey response rates through timely, personalized outreach.
4.3. Enables scalable, hands-free satisfaction monitoring, freeing staff from repetitive tasks.
4.4. Improves data quality by automatedly centralizing and timestamping feedback responses.
4.5. Facilitates quicker resolutions through instant feedback alerts, automating issue resolution workflows.