Customer Experience & RetentionPurpose
1.2. Improve customer satisfaction, reduce manual management, minimize onboarding errors, streamline post-installation contact, and maximize upsell, review generation, and loyalty opportunities.
1.3. Ensure regulatory and warranty information is provided, enable easy customer queries, and set up preventive service reminders.
1.4. Collect post-installation feedback and drive online review participation.
Trigger Conditions
2.2. Submission of installation completion form by technician.
2.3. Digital signature on handover acceptance.
2.4. Change in field management app status for project closure.
Platform Variants
3.1. Salesforce
• Workflow: Auto-launch onboarding process when Deal Stage is “Closed Won.”
• API/Feature: Process Builder or Flow configuration.
3.2. HubSpot
• Workflow: Set up pipeline automation for deal stage change trigger.
• API/Feature: “Workflows” with webhook/email/enrollment actions.
3.3. Zoho CRM
• Workflow: Custom function triggers when project marked complete.
• API/Feature: Workflow automation using Deluge scripting.
3.4. Pipedrive
• API: Push notification via webhook on deal closure.
• Feature: Workflow Automation – “Deal moved to Won” triggers.
3.5. ServiceM8
• Action: Send onboarding questionnaire upon job completion.
• Feature/Setting: Automation > Email/SMS templates.
3.6. Asana
• Rule: Auto-create onboarding task list for sales team to check progress.
• API: “Task added to project” webhook.
3.7. Mailchimp
• Journey: Enrol new customers in onboarding email series.
• Feature: Customer Journey Builder trigger via API.
3.8. Microsoft Outlook
• Action: Send personalized onboarding welcome email.
• API: MS Graph API “SendMail” endpoint.
3.9. DocuSign
• Action: Request e-signature on satisfaction and warranty confirmation.
• API/Feature: “Envelope definition” creation for auto-send.
3.10. Jotform
• Trigger: Send customer feedback form after installation completion.
• Feature/API: Form auto-send via webhook integration.
3.11. Google Calendar
• Action: Automated follow-up booking for maintenance reminder.
• API: “Events: insert” endpoint with template.
3.12. QuickBooks
• Action: Push invoice/receipt to customer after job complete.
• API: “Create Invoice” call with line items from project.
3.13. Twilio
• Action: SMS job completion thank-you and first follow-up link.
• API: “Send Message” with dynamic merge fields.
3.14. Slack
• Action: Notify internal team to schedule onboarding meeting.
• API: “Chat.PostMessage” to channel.
3.15. Monday.com
• Automation: New customer onboarding workflow board creation.
• Feature/API: “Item created” trigger with onboarding template.
3.16. Zendesk
• Action: Open support ticket for onboarding query follow-up.
• API: “Create Ticket” with customer details.
3.17. Freshdesk
• Automation: Alert onboarding staff when first support request received.
• Feature/API: “New ticket” webhook trigger.
3.18. SendGrid
• Action: Send post-install survey email with job details.
• API: “Mail Send” endpoint with dynamic template.
3.19. PandaDoc
• Action: Send warranty documentation automatically.
• API: “Document send” with prefilled customer fields.
3.20. Airtable
• Automation: Enter onboarding touchpoint dates for customer.
• Feature/API: “Create record” in onboarding tracking table.
Benefits
4.2. Ensures post-project engagement, increasing retention and positive reviews.
4.3. Reduces manual clerical work, freeing team for higher-value tasks.
4.4. Improves document, payment, and feedback collection consistency.
4.5. Enhances customer experience with prompt, relevant communications.
4.6. Ensures regulatory and warranty compliance by automating document delivery.
4.7. Maximizes future up-sell and service opportunities via systematic follow-up.