Send onboarding surveys to assess client goals and skill levels

Purpose

1.1. Automate the distribution of onboarding surveys to new golf instruction clients, gathering critical data on goals, skill levels, and preferences for tailored coaching programs and efficient instructor assignment.
1.2. Automatedly ensures every client receives a structured survey immediately post-enrollment, eliminating manual intervention.
1.3. Automate personalized communication that enhances client experience, enables segmentation, and streamlines follow-up scheduling.

Trigger Conditions

2.1. New client registration in the CRM or booking platform.
2.2. First purchase of golf instruction or package.
2.3. Manual addition or tagging of a new "prospect" in the database.
2.4. Completion of discovery call or consultation trigger.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rules/Process Builder—automate survey sending via email/Chatter on new Lead creation.
3.2. HubSpot
• Feature/Setting: Workflows—automatedly enroll contacts for survey delivery using form submission as trigger.
3.3. Zoho CRM
• Feature/Setting: Blueprint/Automation—trigger survey send based on “new client” stage.
3.4. Google Forms
• Function/API: Google Apps Script—automate email invitations on row insert in linked Google Sheet.
3.5. Microsoft Power Automate
• Feature/Setting: Automated Flows—with trigger on new SharePoint/Outlook contact, sending MS Forms link.
3.6. Mailchimp
• Feature/Setting: Customer Journey—automate survey email based on subscribing to a list segment.
3.7. SurveyMonkey
• Function/API: Webhooks/API—automatedly send survey invites with variables from CRM system.
3.8. Typeform
• Function/API: Zapier integration—automate survey delivery trigger by CRM update.
3.9. JotForm
• Feature/Setting: Autoresponder Emails—automate survey send upon form submission or list update.
3.10. Klaviyo
• Feature/Setting: Flows—automate onboarding sequence with embedded survey link when tagged as “new”.
3.11. Twilio SMS
• Function/API: Programmable Messaging—automate sending SMS surveys with unique links per client.
3.12. ActiveCampaign
• Feature/Setting: Automation Builder—triggered by entry to onboarding pipeline, sends automated survey email.
3.13. Slack
• Function/API: Incoming Webhooks—automate direct message surveys on new user addition to “clients” channel.
3.14. WhatsApp Business API
• Function/API: Messages endpoint—automate survey link delivery via WhatsApp on new client creation.
3.15. Intercom
• Feature/Setting: Auto Messages—automated onboarding message with survey, triggered by user signup.
3.16. SendGrid
• Feature/Setting: Automated Email Triggers—send onboarding survey via transaction email on API call.
3.17. MailerLite
• Feature/Setting: Automation—automate delivery of survey email when contact is added to "golf onboarding" group.
3.18. Airtable
• Function/API: Automations—triggers survey send via email or SMS when new record is added to “clients” base.
3.19. Google Chat
• Function/API: Webhook—automatedly deliver survey to client when added to Chat space.
3.20. Trello
• Feature/Setting: Power-Ups/Butler Automation—automate survey invite card generation for new client onboarding.

Benefits

4.1. Automates initial client assessment, saving staff time and reducing onboarding delays.
4.2. Automator enables consistent, automated data gathering, ensuring all clients receive equal attention.
4.3. Automated process enriches client profile data for targeted, customized instruction.
4.4. Automatable communication increases engagement and accelerates goal-setting conversations.
4.5. Automation reduces manual follow-ups, preventing prospects from dropping off and improving conversion rates.