Automated client satisfaction surveys after project completion

Purpose

1. Automate the dispatching, collection, and aggregation of client satisfaction surveys immediately after project completion to systematically capture client feedback, drive service improvement, and enhance retention.

2. Ensure timely engagement with clients for feedback, minimize manual follow-up, and generate actionable insights for both service and account management teams.

Trigger Conditions

1. Project status marked “completed” in project management or CRM system.

2. Invoice marked “paid” or delivery milestone achieved.

3. Internal team member labels project as “client-ready for survey.”

4. Scheduled webhook verifying the end of deliverable timeline.

Platform Variants

1. Twilio SMS

• Function: Programmable Messaging API.
  
• Setting: Configure outbound SMS with dynamic client name and project reference.
  

2. SendGrid

• Function: /mail/send API endpoint.
  
• Setting: Automated email survey dispatch, merge tags for personalization.
  

3. Typeform

• Function: Create survey endpoint, webhooks on completion.
  
• Setting: Survey auto-generation and responses piped back via webhook.
  

4. Google Forms

• Function: Google Forms API for form creation, Google Apps Script for email automation.
  
• Setting: Triggered form link email with client-specific tokens.
  

5. SurveyMonkey

• Function: Create and send survey via survey collector API.
  
• Setting: Auto-generate survey collector after project flag.
  

6. HubSpot

• Function: Workflows + Feedback Surveys module.
  
• Setting: Enroll client in satisfaction survey workflow on project close.
  

7. Salesforce

• Function: Process Builder + Surveys.
  
• Setting: Trigger survey dispatch on Opportunity closure.
  

8. Slack

• Function: Incoming Webhook.
  
• Setting: Send client feedback request to dedicated Slack Connect customer channel.
  

9. Microsoft Power Automate

• Function: Survey workflow automation using Microsoft Forms and Teams.
  
• Setting: Chain completion to Forms dispatch and Teams notification.
  

10. Mailchimp

• Function: Triggered Campaigns.
  
• Setting: Automated customer journey triggering email survey post-project.
  

11. Intercom

• Function: Custom Bots / Outbound Messages API.
  
• Setting: Send targeted survey message based on custom event.
  

12. Zoho CRM

• Function: Workflow Automation + Survey Integration.
  
• Setting: Event-triggered email survey via Zoho Survey app.
  

13. Freshdesk

• Function: Automation Rule + Feedback Module.
  
• Setting: Close ticket triggers satisfaction survey email.
  

14. Zendesk

• Function: Trigger + Zendesk Satisfaction Survey API.
  
• Setting: Resolved ticket triggers survey request.
  

15. Airtable

• Function: Automations + Integration with forms.
  
• Setting: Project table change triggers survey link dispatch.
  

16. Monday.com

• Function: Automation recipe + Forms integration.
  
• Setting: Pulse marked complete automates survey email.
  

17. Jotform

• Function: Webhook on submission + prefilled links.
  
• Setting: Automated prefilled link sent post-project.
  

18. ActiveCampaign

• Function: Automated Workflows + Email Campaigns.
  
• Setting: Pipeline stage triggers customer satisfaction email sequence.
  

19. Pipedrive

• Function: Workflow Automation + Marketplace Survey Integration.
  
• Setting: Deal marked won triggers survey delivery.
  

20. Trello

• Function: Butler Automation + Email Integration.
  
• Setting: Card moved to “done” auto-sends survey notification.
  

21. Asana

• Function: Rules + Email/Gmail integration.
  
• Setting: Task marked completed triggers survey outreach.
  

22. Google Sheets

• Function: Apps Script to detect row status change and send email.
  
• Setting: Project completion column triggers workflow.
  

23. Whatsapp Business API

• Function: Automated message on completion event.
  
• Setting: Personal message template with survey link.
  

Benefits

1. Delivers instant feedback request at the optimal time.

2. Reduces manual workload for account managers.

3. Centralizes and standardizes client feedback collection.

4. Integrates response data for reporting and continuous improvement.

5. Enables real-time alerts for unsatisfactory responses, triggering follow-up.

6. Supports A/B testing of outreach methods for higher engagement rates.