Review and referral request reminders

Purpose

 1.1. Automatically engage previous aerial photography clients post-project completion to request reviews and referrals, enhancing reputation, trust, and organic lead flow.
 1.2. Minimize manual follow-up by timely, repeatable digital reminders using preferred client communication channels.
 1.3. Drive social proof by capturing positive feedback on platforms such as Google, Yelp, and industry directories.
 1.4. Expand referral-based client base for aerial imaging services, reducing marketing spend and boosting customer acquisition ROI.

Trigger Conditions

 2.1. Project status marked as "Completed" in photography management software.
 2.2. Client invoice marked as "Paid" in accounting or invoicing system.
 2.3. Specific time delay post-shoot (e.g., 7 days after media delivery).
 2.4. CRM records last interaction or delivery.
 2.5. Manual trigger by project manager after client confirmation.
 2.6. Form response submitted post-service sign-off.

Platform Variants

 3.1. Twilio SMS
  - Feature/Setting: Automate programmable SMS with scheduled workflow; configure “Send Message” using client phone from CRM, template: “Hi [Name], pleased to work with you! Can you share feedback or refer us? Link: [short-url].”

 3.2. SendGrid
  - Feature/Setting: Use transactional email API; configure “Single Send” email template triggered on project closure, personalized tokens for name and referral link.

 3.3. Mailchimp
  - Feature/Setting: Audience segment automation; trigger ‘Review Request’ campaign by adding tag "Completed Client" in Mailchimp list.

 3.4. ActiveCampaign
  - Feature/Setting: Create automation workflow; trigger autoresponder with site tracking, follow-up reminders (e.g., 3 and 7 days post-delivery).

 3.5. HubSpot
  - Feature/Setting: Configure workflow using “Deal closed-won” trigger; send review/referral email from HubSpot Marketing Hub.

 3.6. Salesforce
  - Feature/Setting: Process Builder workflow; on “Oppty Closed” fire email or SMS via connected integration (Marketing Cloud or SMS partner).

 3.7. Zoho CRM
  - Feature/Setting: Blueprint automation fires webhooks to trigger review email/SMS; configure Zoho Campaigns for batch sends.

 3.8. Pipedrive
  - Feature/Setting: Automate on “Deal Won” with workflow automation module; connects to email API or SMS provider for message delivery.

 3.9. Airtable
  - Feature/Setting: Use scheduled automation triggered by row field update; send email/SMS using integrated action services with custom templates.

 3.10. Google Sheets + Gmail API
  - Feature/Setting: On new row with “Completed” status, script triggers personalized email through Gmail API.

 3.11. Outlook + Microsoft Power Automate
  - Feature/Setting: Configure flow for completed project trigger, use Outlook connector for review/referral request email.

 3.12. WhatsApp Business API
  - Feature/Setting: Programmatic review and referral request via WhatsApp template; send after delay post-completion.

 3.13. Slack
  - Feature/Setting: Bot/Notification to internal marketing or sales Slack channel, prompting team to manually follow up.

 3.14. Facebook Messenger API
  - Feature/Setting: Send post-project Messenger template message inviting review/referral, triggered on project completion.

 3.15. Intercom
  - Feature/Setting: Series or campaign launched when client enters “Past Client” segment; sends automated in-app or email request.

 3.16. Freshdesk
  - Feature/Setting: Auto-generated ticket for marketing to send review/referral request on ticket/resolution completion.

 3.17. Drip
  - Feature/Setting: Tag new “Finished Client” and automate workflow to send a review/referral drip campaign.

 3.18. Trello + Email Integration
  - Feature/Setting: When card is moved to "Delivered/Closed," trigger email action for review/referral solicitation.

 3.19. Typeform + Webhooks
  - Feature/Setting: On service feedback form “Thank you” page, automatically trigger review/referral email or SMS via webhook.

 3.20. QuickBooks Online
  - Feature/Setting: On invoice marked paid, automation triggers review/referral request via connected email/SMS integration.

4. Benefits

 4.1. Increases number of verified online reviews, boosting credibility and search rankings.
 4.2. Consistently prompts for client referrals, generating warm leads organically.
 4.3. Reduces staff labor by eliminating repetitive manual follow-ups.
 4.4. Standardizes outreach and ensures each project receives post-service engagement.
 4.5. Enables tracking of campaign effectiveness for continuous improvement.