Customer follow-up sequence after service completion

Purpose

1.1. Automate personalized follow-up messaging to customers post-aluminum welding service, collecting feedback, reinforcing loyalty, confirming job satisfaction, upselling future or related services, and ensuring timely support interaction.
1.2. Reduce manual workload and standardize post-service outreach for consistent customer experience, improving Net Promoter Scores (NPS), Google reviews, and customer retention.

Trigger Conditions

2.1. Work order/service ticket marked as “Completed” in project management or field service software.
2.2. Customer marked as invoiced/paid in accounting or invoice platform.
2.3. Manual operator trigger from CRM dashboard.
2.4. Customer status update received via webhook or CRM API event.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rule – Outbound Message on Service Completion; configure to detect status “Completed” and trigger outbound notification.
3.2. HubSpot
• Feature/Setting: Workflow Automation – “Service Completed” deal property changes; set trigger to send automated follow-up email.
3.3. Twilio
• Feature/Setting: Programmable SMS API – Configure POST event with customer’s phone and custom message body post-completion.
3.4. Mailchimp
• Feature/Setting: Customer Journey Builder – Trigger after contact tagged “Service Complete” for follow-up email sequence.
3.5. SendGrid
• Feature/Setting: Transactional Email API – Trigger on webhook call when service completion event posted.
3.6. Zoho CRM
• Feature/Setting: Automatic Workflow Rule – On “Closed Won” or completion field, send follow-up via email or SMS integration.
3.7. Microsoft Power Automate
• Feature/Setting: “When a record is updated (Dataverse)” trigger; includes follow-up action for Teams, Outlook, or SMS channel.
3.8. Google Sheets
• Feature/Setting: Apps Script trigger “onEdit” in task status cell, triggering notification email via GmailApp.
3.9. Slack
• Feature/Setting: Incoming Webhook – Post to designated follow-up channel or DM on service completion detected by API.
3.10. Intercom
• Feature/Setting: Event-based messaging – Send automated chat/email when custom event fired from service ticket.
3.11. Pipefy
• Feature/Setting: Automation – “Card moved to Done phase” triggers follow-up email or SMS pipe.
3.12. Zendesk
• Feature/Setting: Trigger – On ticket status “Solved” send automated survey or follow-up email.
3.13. Airtable
• Feature/Setting: Automation: “When record matches conditions” (field changed to “Complete”), send notification/Facebook message.
3.14. Pipedrive
• Feature/Setting: Workflow Automation – Activity marked “Done” triggers post-service email.
3.15. ActiveCampaign
• Feature/Setting: Automation – Contact added to “Service Completed” list triggers multistep follow up.
3.16. SurveyMonkey
• Feature/Setting: Email Collector API – Dispatch customer satisfaction survey on post-service webhook.
3.17. Calendly
• Feature/Setting: Webhook – Schedule post-service check-in meeting trigger on event completion.
3.18. ClickSend
• Feature/Setting: SMS API – Initiate automatic SMS post-completion using service ticket payload.
3.19. Freshdesk
• Feature/Setting: Scenario Automation – Ticket status “Resolved” triggers review request or survey link by email.
3.20. Asana
• Feature/Setting: Rules – Task marked complete → send follow-up email via integration with Gmail or Outlook.

Benefits

4.1. Ensures all clients receive timely, consistent acknowledgment and support after service.
4.2. Improves feedback collection rate and online review generation.
4.3. Reduces manual admin, enabling welders to focus on core tasks.
4.4. Promotes professional image and increases potential for repeat or referral business.
4.5. Enables rapid response to dissatisfied clients, limiting reputational risk.