Client Onboarding & ManagementPurpose
1.2. Identify areas for improvement in onboarding and communication as part of quality assurance processes.
1.3. Enable continuous improvement in professional service delivery via structured survey results.
1.4. Automate feedback loops to reduce manual follow-ups and maintain high client engagement.
1.5. Fulfill ISO 9001 and aviation consultancy compliance standards for client satisfaction documentation.
Trigger Conditions
2.2. Time-based trigger (e.g., 72 hours post-onboarding completion event).
2.3. New client entry added to “Onboarded Clients” segment.
2.4. Workflow status changes to "post-onboarding."
2.5. Manual trigger by onboarding representative, if automatic flag is missed.
Platform Variants
• Feature/Setting: Use “Programmable SMS” API — configure outbound messaging to send survey link post-onboarding.
3.2. SendGrid
• Feature/Setting: “Transactional Templates,” use Dynamic Template API to deliver survey email to client.
3.3. Mailchimp
• Feature/Setting: Automated post-segment addition email campaign; configure “Customer Surveys” merge tag in automation.
3.4. SurveyMonkey
• Feature/Setting: “Create Collector” API; generate unique survey link sent via webhook on onboarding completion.
3.5. Google Forms
• Feature/Setting: Use Forms Responses API, pre-fill respondent email and send personalized URL.
3.6. Typeform
• Feature/Setting: “Start new submission” API call, embed client metadata, schedule follow-up reminders.
3.7. Microsoft Forms with Power Automate
• Feature/Setting: Trigger Flows via completion of onboarding in SharePoint; auto-send Forms survey.
3.8. HubSpot
• Feature/Setting: “Workflows” automation on deal stage change; personalize and send survey using Marketing Email API.
3.9. Zoho CRM
• Feature/Setting: Set Workflow Rule on "Onboarding Complete" field; auto-trigger Zoho Survey with “Send Survey” API.
3.10. Salesforce
• Feature/Setting: Use “Process Builder” after onboarding milestone; trigger “Email Alert” with clickable survey link.
3.11. Airtable Automation
• Feature/Setting: On record update, use Automation “Send Email” action with embedded survey link.
3.12. Slack
• Feature/Setting: “Incoming Webhook” or Workflow Builder to post survey link in client’s private channel.
3.13. WhatsApp Business API
• Feature/Setting: “Message Template” API; send survey after onboarding record event.
3.14. Intercom
• Feature/Setting: “Custom Bots” triggered from onboarding event; deliver embedded survey in chat.
3.15. Freshdesk
• Feature/Setting: “Scenario Automation” to distribute survey automatically after ticket closure tagged “onboarding.”
3.16. Zendesk
• Feature/Setting: “Trigger” on user segment update, send Satisfaction Survey email via integrated tool.
3.17. Qualtrics
• Feature/Setting: “XM Directory API” — add client, then launch distribution of specific onboarding survey.
3.18. Alchemer
• Feature/Setting: “Automated Workflow” to auto-send survey invitation when client enters “completed onboarding.”
3.19. ActiveCampaign
• Feature/Setting: “Automation” post-tag application, trigger survey campaign via “Send Email” action.
3.20. Monday.com
• Feature/Setting: “Automations” — when status set to Done for onboarding, send integrated survey form email.
3.21. Trello + Butler
• Feature/Setting: Butler rule; on card move to ‘Onboarded’ list, send survey link via email or Slack.
3.22. Pipedrive
• Feature/Setting: Workflow Automation — when deal reaches onboarding completed stage, use email integration to send survey.
Benefits
4.2. Time saved by replacing manual client follow-up with automated, standardized touchpoints.
4.3. Higher survey response rates using tailored delivery channels.
4.4. Immediate insights for business leaders to address issues proactively and maintain satisfaction.
4.5. Proof of compliance with aerospace and aviation industry feedback and safety standards.