Lead Management & Client CommunicationPurpose
1.2. Drive improvements in quality, measure satisfaction, and identify dissatisfied clients early.
1.3. Enhance retention and upsell opportunities by engaging clients post-service.
1.4. Obtain testimonials and reviews to support marketing efforts.
1.5. Demonstrate professionalism and client-centric operations to foster trust and referrals.
Trigger Conditions
2.2. Designated time interval (e.g., 24 hours) has passed since appointment/service mark-out.
2.3. Specific event, such as payment confirmation, marks end of client interaction.
2.4. Manual trigger option for post-service incidents or requests.
Platform Variants
3.1 Twilio SMS
• Feature: Programmable Messaging API
• Sample: POST to /Messages with client phone, survey link, and custom message body.
3.2 SendGrid
• Feature: Transactional Templates API
• Sample: POST to /mail/send with recipient, dynamic template data, and survey URL.
3.3 Mailchimp
• Feature: Automations > Customer Journeys
• Sample: Set trigger “Contact tagged: Service Completed”, Action: Send email with feedback link.
3.4 HubSpot
• Feature: Workflows (Marketing or Service Hub)
• Sample: Workflow triggers “Deal Stage = Service Complete”, Action: Send survey email.
3.5 Salesforce
• Feature: Process Builder + Email Alerts
• Sample: Trigger on “Case Status: Closed”, Action: Send feedback request via email template.
3.6 ActiveCampaign
• Feature: Automation Builder
• Sample: “Field update: Service Done” triggers feedback form email or SMS through integration.
3.7 Zoho CRM
• Feature: Workflow Automation Rules
• Sample: On “Deal Stage: Finished”, execute action: send email with embedded survey.
3.8 Intercom
• Feature: Custom Bots & Series
• Sample: “Conversation closed” trigger, follow-up with survey chat message.
3.9 Google Forms
• Feature: Form Publish & Email via Apps Script
• Sample: Apps Script triggers sendEmail on new row (service completion spreadsheet).
3.10 Typeform
• Feature: Webhooks & Connect Integration
• Sample: POST call on CRM event to send survey invite.
3.11 SurveyMonkey
• Feature: Automated Invitations
• Sample: Add recipient by API when service completes; send custom message template.
3.12 Slack
• Feature: Workflow Builder + Incoming Webhooks
• Sample: Trigger survey bot direct message after deal marked as “serviced.”
3.13 Freshdesk
• Feature: Automations > Ticket Closure Email
• Sample: On ticket close, dispatch CSAT survey link.
3.14 WhatsApp Business
• Feature: API Send Message (through Twilio or direct)
• Sample: POST request with templated feedback message post-service.
3.15 Pipedrive
• Feature: Workflow Automation
• Sample: Action on “Deal won” sends follow-up survey email/SMS.
3.16 Klaviyo
• Feature: Flows > Post-purchase Flow
• Sample: Event “Order Fulfilled” triggers email with survey form.
3.17 Microsoft Power Automate
• Feature: Scheduled Cloud Flow
• Sample: Trigger “When record updated” in CRM, action: send survey via Outlook or Forms API.
3.18 Zendesk
• Feature: Triggers + Satisfaction Survey
• Sample: On ticket solved, auto-send one-click CSAT request.
3.19 Constant Contact
• Feature: Automated Email Series
• Sample: “Tag applied: Complete” triggers feedback survey email.
3.20 Qualtrics
• Feature: Actions > Distributions
• Sample: API event or scheduled survey invite upon service completion in CRM.
Benefits
4.2. Saves administrative time via automated outreach.
4.3. Increases client satisfaction and rapport with proactive engagement.
4.4. Identifies unhappy clients before negative reviews surface.
4.5. Enables ongoing refinement of marketing and operational strategy with real data.