Collecting client reviews/testimonials post-onboarding

Purpose

1.1. Collect client reviews/testimonials automatically after onboarding, enhancing reputation, building trust, and gathering feedback for service improvement in antique furniture restoration.
1.2. Streamline post-onboarding client engagement, ensuring timely outreach and higher response rates for review collection.
1.3. Reduce manual follow-up workload and maintain consistent branding/voice in client communications.

Trigger Conditions

2.1. Completion of onboarding workflow in CRM or project management platform.
2.2. “Project completed” status marked on client file.
2.3. Predefined time delay post-service delivery (e.g., 7 days).
2.4. Payment confirmation for restoration project received.

Platform Variants

3.1 Salesforce
• API: Process Builder → Outbound Message/Flow Trigger on “Service Complete” field.

3.2 HubSpot
• Feature: Workflow → “Deal Stage is Closed Won” trigger, send review request email.

3.3 Zoho CRM
• Function: Workflow Rules → Custom function/API call upon project close.

3.4 Pipedrive
• Feature: Automation → Contact “Deal Won” event, invoke review request email/SMS.

3.5 Monday.com
• Integration: Automation → “When status changes to Complete, send email to client.”

3.6 Trello (Power-Ups)
• Feature: Card Move/Custom Field Trigger + Email or webhook.

3.7 ClickUp
• Automation: Task status “Done” → trigger review request comment/message.

3.8 Asana
• Rule: Task “Project Complete” marked → generate review request via integration.

3.9 Google Sheets + Apps Script
• Feature/API: Script to monitor “Status” column and auto-send email/forms.

3.10 Typeform
• Feature: Send form with pre-filled client data via API upon trigger.

3.11 SurveyMonkey
• Feature/API: Distribute survey invite via API on project completion trigger.

3.12 Twilio SMS
• API: Send SMS review request when integration detects onboarding completion.

3.13 SendGrid
• API: Automated personalized email delivery post-onboarding.

3.14 Mailchimp
• Automation: Customer Journey “Service Complete” trigger → review email campaign.

3.15 Airtable
• Automation: Update in “Project Status” table → send email via integration.

3.16 Slack
• Feature: Workflow Builder → Notify team on review request sent, trigger integrations.

3.17 Intercom
• Feature: Custom bots send in-app messages after “service complete” tag added.

3.18 Freshdesk
• Feature: Ticket Closed automation triggers review collection email.

3.19 Zendesk
• API: Trigger “Ticket Solved” workflow, email survey to client via webhook/email API.

3.20 Microsoft Power Automate
• Flow: Trigger on completion event from CRM, send email/SMS/form.

3.21 Google Forms
• Feature: Auto-send share link to form via Gmail API after onboarding.

3.22 ActiveCampaign
• Automation: Trigger review request email on deal closed.

3.23 Notion
• API: Database entry updated to “Complete,” trigger webhook to review process.

3.24 Calendly
• Feature: Schedule “Feedback Request” email X days after meeting type “Consultation.”

3.25 WhatsApp Business API
• API: Send automated WhatsApp message requesting reviews on onboarding completion.

Benefits

4.1. Speeds up review collection, ensuring no clients are missed post-onboarding.
4.2. Boosts number and quality of testimonials with timely, consistent outreach.
4.3. Enhances visibility and credibility by automating follow-up for every customer.
4.4. Frees team resources by removing manual follow-up steps.
4.5. Supports continuous improvement with structured client feedback.