Automated follow-up for repeat business and referrals

Purpose

1.1. Automate personalized follow-up after corporate stays and events to increase repeat bookings, cross-sell services, and generate referrals.
1.2. Automator collects guest/event data, automates scheduled outreach, tracks responses, and triggers referral incentives.
1.3. Automatedly nurtures relationships with decision-makers, boosts loyalty, and efficiently solicits reviews, minimizing manual follow-up effort.
1.4. Enables corporates to experience seamless post-stay engagement and referral management by automating each key touchpoint.

Trigger Conditions

2.1. Departure date logged for a corporate guest or event group.
2.2. Booking status marked as completed or feedback form submitted.
2.3. Referral offer eligibility matched.
2.4. No follow-up detected within X days after checkout/event end.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending customized SMS for feedback and rebook prompts using Messaging API; sample config—"Send message to guest upon event booking completion with dynamic merge fields (name, company)."
3.2. SendGrid
• Feature/Setting: Automates email follow-ups using Transactional Email API; sample config—"Trigger thank-you and referral offer email 48h post-checkout."
3.3. Salesforce
• Feature/Setting: Workflow Rule for automated follow-up tasks and email templates; config—"Create follow-up task for event manager, auto-email to client post-event."
3.4. HubSpot
• Feature/Setting: Sequences automation; config—"Automated nurturing email series for past corporate clients."
3.5. Zoho CRM
• Feature/Setting: Workflow automation to create follow-up reminders and trigger SMS/email integrations via Deluge scripting.
3.6. Mailchimp
• Feature/Setting: Automate drip campaign to past event bookers with email scheduling; config—"Auto-enroll corporate clients after event in referral sequence."
3.7. Pipedrive
• Feature/Setting: Workflow Automation for automated follow-up activities and referral tracking labels post-event.
3.8. Microsoft Power Automate
• Feature/Setting: Automates email, Teams notifications, and CRM entry updates in response to booking closure.
3.9. Google Workspaces (Gmail API & Calendar API)
• Feature/Setting: Automatedly sends customized follow-up emails and schedules calendar reminders for internal team.
3.10. ActiveCampaign
• Feature/Setting: Automate multi-channel follow-up journeys with rules based on engagement.
3.11. Intercom
• Feature/Setting: Automated messages via chat/email post-event using event-based triggers in the automator.
3.12. Slack (Workflow Builder & Incoming Webhooks)
• Feature/Setting: Automates notification to the event team when follow-up is due for specific accounts.
3.13. Calendly
• Feature/Setting: Automatically send scheduling links for follow-up calls post-event using the Event Type API.
3.14. SurveyMonkey
• Feature/Setting: Automate survey invitations to event guests for feedback and testimonial requests.
3.15. WhatsApp Business API
• Feature/Setting: Automates sending follow-up reminders for referral campaigns post-event.
3.16. Airtable
• Feature/Setting: Automated pipeline for tracking follow-up status and automator-synced emails/SMS.
3.17. Monday.com
• Feature/Setting: Automates follow-up task assignments, status changes, and timeline reminders.
3.18. Trello (via Power-Ups or API)
• Feature/Setting: Automatedly creates follow-up cards and updates labels post-event.
3.19. Zendesk
• Feature/Setting: Automated ticket creation for follow-up outreach and referral capture.
3.20. Gupshup
• Feature/Setting: Automatable WhatsApp/SMS campaign setup for guest follow-up and referral invitations.
3.21. Klaviyo
• Feature/Setting: Automated post-event/referral flows for email and SMS, configured by segment.
3.22. Marketo
• Feature/Setting: Smart Campaign automator—targets lists based on event completion and referral tagging.
3.23. Freshdesk
• Feature/Setting: Automatedly triggers customer success outreach for post-event follow-ups.

Benefits

4.1. Automates personalized outreach reducing manual errors and effort.
4.2. Ensures timely engagement, maximizing repeat bookings and referrals.
4.3. Increases guest satisfaction via prompt, automated communication.
4.4. Improves lead tracking and quantifies follow-up ROI through detailed automation.
4.5. Scalable automating of post-stay/event workflows across all client accounts.