Scheduling of periodic client check-ins

Purpose

1.1. Automate the scheduling and sending of periodic client check-ins to ensure consistent engagement, follow-up, and feedback collection for architectural and engineering model makers.
1.2. Automated scheduling ensures no opportunities are missed for relationship management, client retention, project update sharing, and capturing satisfaction data.
1.3. Enables automating reminders, emails, SMS, and meeting invitations to client contacts, reducing manual effort and human error.
1.4. Ensures a consistent, professional approach with automated logging in CRM for compliance and continuous improvement in service delivery.

Trigger Conditions

2.1. Client onboarding completion triggers initiation of recurring check-ins.
2.2. Automated recurrence set by elapsed time since last interaction (e.g., every 30, 60, 90 days).
2.3. Manual triggers set by account managers for bespoke requirements.
2.4. Activity-based automation: model delivery, support request resolution, or milestone achievement.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder automates scheduled actions.
• Sample: Configure automated process to send check-in email every 60 days post-project.

3.2. HubSpot
• Feature/Setting: Workflows for automating follow-up tasks, emails, calls.
• Sample: Use workflow automation to trigger check-in email and assign internal follow-up task.

3.3. Zoho CRM
• Feature/Setting: Workflow Rules automate follow-up reminders and emails.
• Sample: Automatedly send emails to clients after fixed intervals by configuring workflow automation.

3.4. Microsoft Power Automate
• Feature/Setting: Recurrence Trigger, Outlook/Teams connectors automate meeting invites.
• Sample: Automate generating Teams meetings and sending Outlook invites every set period.

3.5. Google Calendar API
• Feature/Setting: Calendar Events endpoint automates event creation.
• Sample: Automate creating recurring events with Google Calendar API’s 'events.insert' function.

3.6. Twilio
• Feature/Setting: Programmable Messaging SMS automate reminders.
• Sample: Automate sending periodic SMS with Twilio's 'messages.create' API.

3.7. SendGrid
• Feature/Setting: Scheduled Campaigns automates email delivery.
• Sample: Automate sending regular client emails using Campaign Scheduler API.

3.8. Mailchimp
• Feature/Setting: Customer Journeys automate periodic emails.
• Sample: Configure automatable journey to send check-in emails at set intervals.

3.9. Slack
• Feature/Setting: Scheduled Messages API automates internal team reminders.
• Sample: Automate sending notifications to account managers for client check-ins.

3.10. Asana
• Feature/Setting: Task Automation Rules automate reminder creation.
• Sample: Automate creating periodic reminder tasks for check-ins with custom rules.

3.11. Monday.com
• Feature/Setting: Automations automate recurring task assignments.
• Sample: Configure automated check-in task assignment for client owners.

3.12. PipeDrive
• Feature/Setting: Workflow Automation automates activity creation.
• Sample: Automate setting follow-up activity every 90 days post-deal.

3.13. Intercom
• Feature/Setting: Auto Messages automate chat/email check-ins.
• Sample: Set up automatable workflow to check in with clients in-app or via email.

3.14. Freshworks CRM
• Feature/Setting: Workflow Automations automate follow-up reminders.
• Sample: Automate scheduling recurring check-in reminders and emails.

3.15. ClickUp
• Feature/Setting: Automation Recipes automate recurring tasks.
• Sample: Automate check-in tasks for account managers at set intervals.

3.16. Trello
• Feature/Setting: Butler Automation automate card and checklist creation.
• Sample: Automate adding check-in cards to boards on a schedule.

3.17. ActiveCampaign
• Feature/Setting: Automations automate multi-channel follow-up.
• Sample: Automate sending segmented, scheduled client check-in emails.

3.18. Calendly
• Feature/Setting: Scheduled Invitations API automates invite sending.
• Sample: Automate sending recurring event invites via Calendly's API.

3.19. Airtable
• Feature/Setting: Automations automate check-in emails based on data triggers.
• Sample: Set up automatedly to trigger emails from a date field in a CRM base.

3.20. Notion
• Feature/Setting: Reminders/Integration Automations automate notifications.
• Sample: Automate internal scheduled reminders for client relations.

Benefits

4.1. Automates repetitive tasks, improving efficiency and freeing up team resources.
4.2. Enhances client satisfaction with timely, consistent, automated communication.
4.3. Reduces risk of missed follow-ups or manual tracking errors through workflow automation.
4.4. Enables scalable automating of relationship management processes as client base grows.
4.5. Provides full audit trail and CRM data integration for continuous improvement and analytics by using reliable automators.