Marketing and Client RetentionPurpose
1.2. Increase digital reputation, boost SEO, and enhance client retention through continual feedback solicitation.
1.3. Ensure timely, consistent outreach across channels (email, SMS, social, review sites) immediately following appraisal work.
1.4. Minimize manual follow-up by staff, reducing time to request and capture client sentiment at peak satisfaction.
Trigger Conditions
2.2. Invoice paid and client record updated.
2.3. Pre-set interval post-service (e.g., 4 hours after job close).
2.4. Workflow initiated upon final report email dispatch to client.
Platform Variants
3.1. Twilio SMS
• Feature: Send SMS API – auto-send a review link to client’s mobile.
• Sample: Configure SMS Template with review link using POST to /Messages endpoint.
3.2. SendGrid
• Feature: Email API – dispatch customized email with stamped review link.
• Sample: Use /mail/send with dynamic substitution for client name and job details.
3.3. Mailchimp
• Setting: Automations – post-tag "Appraisal Complete," trigger review request campaign.
• Sample: Link automation trigger to completion tag; embed Google Reviews CTA.
3.4. HubSpot
• Feature: Workflows – when Deal stage is "Closed-Won," email sequence launches.
• Sample: Conditional workflow, send review ask on deal update.
3.5. ActiveCampaign
• Setting: Automation Builder – tag clients at job finish, auto-email review invite.
• Sample: Trigger automation when "Job Complete" tag added.
3.6. Salesforce
• Feature: Process Builder or Flow – send templated email/SMS for review.
• Sample: Flow triggers on Opportunity stage "Complete," links to review form.
3.7. Zapier
• Feature: Multi-step Zap – detect completed job in software; send review via Gmail, SMS, or Facebook Messenger actions.
• Sample: Trigger on new event in CRM, format & send review invite.
3.8. Google Workspace (Gmail API)
• Function: Automated email with Google Business review link.
• Sample: Apps Script trigger post-event, compose & send email.
3.9. Microsoft Power Automate
• Setting: Flow – detect appraisal system update, auto-send email/text.
• Sample: Connect to Outlook/Teams, push review request.
3.10. Constant Contact
• Feature: Email Automation – add client to post-completion list, send request.
• Sample: Auto-enrollment in sequence with embedded Yelp/Google review links.
3.11. Zoho CRM
• Feature: Workflow Rules – when Lead/Deal closed, auto-trigger email/SMS.
• Sample: Workflow rule sends review invite from Zoho Campaigns.
3.12. Intercom
• Feature: Post-transaction message – automatic outbox with rating link.
• Sample: Chat auto-message post-close, "How did we do?" with review URL.
3.13. Google My Business API
• Function: Generate and provide direct review links.
• Sample: Use PlaceID to create customer review request links.
3.14. Facebook Messenger API
• Feature: Automated message to prompt Facebook review.
• Sample: Configure webhook, send after service status update.
3.15. Slack
• Setting: Workflow Builder – notify internal review request, staff to personalize outreach.
• Sample: Trigger workflow on job closed channel notification.
3.16. SurveyMonkey
• Feature: Feedback survey link sent after completion.
• Sample: API-triggered request with redirect to public review.
3.17. Pipedrive
• Feature: Automation – send templated email from deal closure.
• Sample: Close deal > trigger workflow > review request dispatched.
3.18. Drip
• Setting: Automated post-purchase campaign.
• Sample: Customer tagged as "fulfilled," launches review sequence.
3.19. Freshdesk
• Feature: Ticket closure automation – survey and public review link.
• Sample: On ticket resolution, send follow-up with embedded links.
3.20. Reputation.com API
• Function: Publish review request via email/SMS for multi-platform feedback.
• Sample: Automated campaign on contact upload, link personalized for tracking.
3.21. WhatsApp Business API
• Feature: Automated message with review link upon job closure.
• Sample: Use messageTemplate endpoint to queue review outreach.
3.22. ReviewTrackers
• Feature: Automated review request campaigns.
• Sample: Sync CRM event; auto-send invite across platforms.
Benefits
4.2. Reduces administrative load, freeing up resources for higher-value tasks.
4.3. Enables data-driven improvements via real-time feedback analytics.
4.4. Increases visibility and attractiveness of appraisal business online.
4.5. Mitigates human error and ensures no client is missed.