Automated job satisfaction survey to clients

Purpose

1.1. Automate the delivery, tracking, and analysis of job satisfaction surveys to clients post-service to quickly gather feedback on handyperson performance, service quality, and overall client satisfaction for continuous improvement.
1.2. Automates client engagement, accelerates issue identification, and automates actionable insights for operational optimization and improved service delivery.
1.3. Supports automated reminders and follow-ups to boost survey completion rates, while automating reporting for HR and management decision-making.

Trigger Conditions

2.1. Automatedly triggered when a job is marked as "completed" in a job management platform.
2.2. Automated initiation upon creation of a post-service record or invoice within the CRM.
2.3. Manual or scheduled automated triggers are also automatable to send periodic surveys, e.g., monthly.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio SMS API to automate sending a satisfaction survey link via SMS after job completion (“SendMessage” endpoint; e.g., POST to /Messages).
3.2. SendGrid
• Feature/Setting: Automate email delivery using SendGrid’s “Mail Send” API for survey invitations and reminders (v3/mail/send endpoint).
3.3. Google Forms
• Feature/Setting: Auto-generate a pre-filled survey form and automate sharing via email integration (Google Apps Script “FormApp” with “sendEmail”).
3.4. Microsoft Forms
• Feature/Setting: Automate survey distribution using Microsoft Graph API to create and share forms.
3.5. SurveyMonkey
• Feature/Setting: Automate survey sends with SurveyMonkey API (collectors.create and collectors.send endpoints).
3.6. Typeform
• Feature/Setting: Trigger automated survey invitations using Typeform’s “Create Response” and “Send Email Invitations” APIs.
3.7. HubSpot
• Feature/Setting: Automate post-job workflow with survey emails via Marketing Email API.
3.8. Zoho CRM
• Feature/Setting: Automate survey follow-ups leveraging Zoho Survey integration and Zoho CRM Workflows.
3.9. Mailchimp
• Feature/Setting: Use automation workflows for post-job survey campaigns (“Automations.create workflow”).
3.10. ActiveCampaign
• Feature/Setting: Automated trigger via pipeline change to send satisfaction surveys using the “Automations” module.
3.11. Airtable
• Feature/Setting: Automate creation and tracking of survey requests using Airtable Automations (“Run a script” action).
3.12. Salesforce
• Feature/Setting: Automate survey sending via Salesforce Survey Object and Process Builder / Flow.
3.13. Slack
• Feature/Setting: Trigger Slack Bot to send survey reminders to clients via chat (chat.postMessage API).
3.14. WhatsApp Business API
• Feature/Setting: Automate post-service notifications with WhatsApp survey links (messages endpoint).
3.15. JotForm
• Feature/Setting: Use JotForm API to automate prefilled survey distribution (form submissions/send).
3.16. Qualtrics
• Feature/Setting: Automate survey delivery and reminder using Qualtrics Survey Distribution API.
3.17. BambooHR
• Feature/Setting: Automate survey task assignment as part of employee offboarding using “Add Task” endpoint.
3.18. Trello
• Feature/Setting: Automate creation of survey checklist task upon job completion via Trello API (cards/addChecklist).
3.19. Monday.com
• Feature/Setting: Use automation to auto-notify clients and track survey responses in boards (“create_notification” mutation API).
3.20. Pipedrive
• Feature/Setting: Automated trigger upon deal closure to schedule survey send using Pipedrive Automation.

Benefits

4.1. Automating survey dispatch boosts response speed and completion.
4.2. Automated reminders and escalations minimize manual follow-up.
4.3. Automates data collection for real-time analytics and management insights.
4.4. Automator solutions reduce human error in client feedback process.
4.5. Enables automatable improvement of staff management and job satisfaction tracking for higher client retention.