Review requests sent after projects completed

Purpose

1. Automate sending review requests to customers after an HVAC installation project is marked complete.

2. Ensure consistent follow-up, increase positive online reviews, and gather critical post-service feedback.

3. Centralize and streamline requests across email, SMS, and messaging apps for optimal reach.

4. Minimize manual effort in customer engagement and retention processes.

5. Reinforce service quality by closing the loop on customer satisfaction.

Trigger Conditions

1. Project completion status set to “completed” in CRM, field service software, or job management tool.

2. Completion timestamp is recorded, initiating an automated waiting period (e.g., 1 day).

3. Contact details—email, phone—are present and validated for the customer.

4. Optional: Exclusion rule if customer already left a review or opted out.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS API; configure webhook for job completion, auto-send template review SMS.
  

2. SendGrid

• Feature/Setting: Marketing Campaigns API; trigger transactional email with review request link on status change.
  

3. Mailgun

• Feature/Setting: Messages API; auto-send custom review request emails when project closes.
  

4. ActiveCampaign

• Feature/Setting: Automations; trigger follow-up sequence based on deal stage or tag “project complete”.
  

5. HubSpot

• Feature/Setting: Workflows; set workflow to send personalized review email when ticket/service is marked complete.
  

6. Salesforce

• Feature/Setting: Process Builder or Flow; create action to send review request via email/SMS on Opportunity close.
  

7. Zoho CRM

• Feature/Setting: Workflow Rules; automate client follow-up by sending review request from pipeline updates.
  

8. Pipedrive

• Feature/Setting: Automation; use “Deal won” to trigger integration that sends out review request emails.
  

9. Intercom

• Feature/Setting: Custom Bots & Messages; post-installation in-app or email message auto-triggered.
  

10. Outlook 365/Exchange

• Feature/Setting: Power Automate integration; auto-send templated review request email when event logged.
  

11. Gmail/G Suite

• Feature/Setting: Apps Script; monitor label/e-mail trigger, auto-send follow-up review request.
  

12. Facebook Messenger

• Feature/Setting: Messenger Send API; program bot/message sequence post-project completion.
  

13. WhatsApp Business API

• Feature/Setting: Template messages; automate sending review requests with verified business number.
  

14. Slack

• Feature/Setting: Incoming Webhook; notify internal channel or DM staff for manual send if auto contact not possible.
  

15. Freshdesk

• Feature/Setting: Automations; setup rule to email/SMS clients after closing installation tickets.
  

16. Jobber

• Feature/Setting: Client Follow-Up; configure automation to send review request after job completion logged.
  

17. ServiceM8

• Feature/Setting: Automatic follow-ups; set to send review link upon marking job as completed.
  

18. Google Reviews API/Service

• Feature/Setting: Direct review URL configuration; send custom review link to customer via email/SMS.
  

19. Yelp Business API

• Feature/Setting: Share Business Review link; automated message with direct feedback request.
  

20. SurveyMonkey

• Feature/Setting: Surveys via API; auto-send customer satisfaction survey post-install completion.
  

Benefits

1. Increases likelihood of positive reviews, boosting online visibility and trust.

2. Automates repetitive follow-ups, freeing staff for higher-value tasks.

3. Ensures prompt, consistent outreach for every customer, minimizing missed opportunities.

4. Multi-channel support improves reach and response rates.

5. Collects actionable insights for continuous service improvement.