Pre-consultation questionnaire distribution

Purpose

1.1. Automate distribution of pre-consultation questionnaires to new cosmetic leads.
1.2. Ensure timely pre-screening to gather medical history, expectations, and eligibility before appointments.
1.3. Enhance client acquisition by automating data capture and nurturing lead interest.
1.4. Maintain compliance by automating informed consent and pre-qualification processes.

Trigger Conditions

2.1. New inquiry or lead received via website form or call.
2.2. Lead added to client management or CRM system.
2.3. Appointment scheduled online or by staff.
2.4. Social media message or ad form submitted.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate message send via Messaging API; configure trigger on lead creation, payload contains questionnaire URL or questions.

3.2. SendGrid
- Feature/Setting: Automate email campaign API, set dynamic templates with questionnaire link, trigger via webhook on new lead.

3.3. WhatsApp Business API
- Feature/Setting: Automate template messaging on new lead event, configure pre-approved template with questionnaire link.

3.4. Mailchimp
- Feature/Setting: Automator triggers via “Add New Contact” event, initiates automated campaign with embedded questionnaire.

3.5. HubSpot
- Feature/Setting: Workflow automation, set trigger "Contact Created", automated email sending with pre-consultation form.

3.6. Salesforce
- Feature/Setting: Process Builder/Flow automation, trigger action on new Lead, send automated questionnaire email.

3.7. Google Forms
- Feature/Setting: Automate sharing via Apps Script linked to CRM trigger; automatedly generate custom pre-filled links.

3.8. JotForm
- Feature/Setting: Webhook/SMTP integration, automate survey send when lead added.

3.9. Zapier
- Feature/Setting: "Zap" automates between form submission and email/text send via 19,000+ app integrations.

3.10. ActiveCampaign
- Feature/Setting: Automation sequences, triggers on new contact, automated questionnaire email dispatch.

3.11. Calendly
- Feature/Setting: Post-booking workflow automates follow-up with questionnaire link via email or SMS.

3.12. Typeform
- Feature/Setting: API integration, send automated form invite when user enters workflow.

3.13. Pipedrive
- Feature/Setting: Workflow automation, triggers email on new deal/lead with questionnaire link.

3.14. Freshdesk
- Feature/Setting: Automate new ticket triggers to email client pre-consultation form.

3.15. Microsoft Power Automate
- Feature/Setting: Automate flow from lead capture to automatic questionnaire dispatch.

3.16. Intercom
- Feature/Setting: Automated messaging to website leads containing pre-consultation form.

3.17. Facebook Messenger API
- Feature/Setting: Automate Messenger Bot to send questionnaire to people engaging via ads or page chat.

3.18. Google Sheets
- Feature/Setting: Sheets automation with script or connector; on row addition, automated email/SMS send.

3.19. Slack
- Feature/Setting: Workflow Builder automates direct message with link to staff or leads internally.

3.20. Wix
- Feature/Setting: Automated email/SMS rule on new form submission, sending digital questionnaire to client.

Benefits

4.1. Automation boosts lead-to-client conversion by reducing response time.
4.2. Automates qualification for permanent make-up suitability, streamlining scheduling.
4.3. Automated data capture minimizes manual entry errors and saves staff time.
4.4. Automating reminders ensures higher completion rates for pre-consultation forms.
4.5. Enables scalability and repeatability for every new cosmetic lead through automation.
4.6. Automatedly documents compliance and pre-screen for legal protection.