Post-session feedback collection and review requests

Purpose

1.1. Automate the process of collecting client feedback and requesting reviews immediately after a personal training session.
1.2. Ensure clients receive timely communication to rate their experience, leave testimonials, or share areas for improvement.
1.3. Automatically increase online reviews, improve trainer credibility, and provide insights for business growth.
1.4. Reduce manual follow-up for trainers, streamline feedback loops, and elevate client engagement through consistent automation.

Trigger Conditions

2.1. Automatedly fire after session completion entry in scheduling or CRM system.
2.2. Trigger via payment confirmation of a session.
2.3. Automatedly initiate when a trainer marks session “complete” in back office software.
2.4. Trigger after set time delay post-session (e.g., 30 minutes, 1 hour next day).

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Messaging API; configure automated SMS post-session with feedback or review link.
- Sample Config: POST /Messages with client number, message body, and unique session link.

3.2. SendGrid
- Feature/Setting: Transactional Email API; set automation for sending post-session feedback emails.
- Sample Config: Automatedly trigger “feedback-request” template with dynamic session data.

3.3. Mailchimp
- Feature/Setting: Customer Journey Automation; create automated journey for feedback or review requests post-session.
- Sample Config: Journey trigger set to custom event/session completion, automatedly sending template email.

3.4. HubSpot CRM
- Feature/Setting: Workflow Automation; configure feedback automation upon deal/session close.
- Sample Config: Create workflow for meeting outcomes to automate feedback email.

3.5. ActiveCampaign
- Feature/Setting: Automation Builder; setup trigger for session completion and send feedback/review form.
- Sample Config: “Session Closed” event – automatedly email survey link.

3.6. Salesforce
- Feature/Setting: Process Builder/Flow; automatedly send post-session email or SMS feedback form.
- Sample Config: Create flow to detect session completion and trigger communication.

3.7. Zoho CRM
- Feature/Setting: Workflow Rules; session-completed triggers automated feedback form to client.
- Sample Config: Rule set to “session completed” → send feedback email.

3.8. Intercom
- Feature/Setting: Custom Bots & Workflows; automatedly message clients after session within chat or email.
- Sample Config: Event-triggered message “leave us feedback” post-session.

3.9. SurveyMonkey
- Feature/Setting: Webhook/Email Collector; automate personalized survey invitation post-session.
- Sample Config: Triggered API call sends survey link using client email.

3.10. Google Forms
- Feature/Setting: Automated Email via Gmail API or workflow tool; send form link post-session automatically.
- Sample Config: Workflow tool detects session end → mail merge form link.

3.11. Typeform
- Feature/Setting: Webhooks/API; send feedback form link via triggered message.
- Sample Config: API call with session data delivers unique Typeform link.

3.12. WhatsApp Business API
- Feature/Setting: Automated messaging; post-session feedback link sent via WhatsApp.
- Sample Config: POST /messages with structured feedback or review prompt.

3.13. Facebook Messenger API
- Feature/Setting: Automated post-session feedback prompt using Messenger bot.
- Sample Config: Bot auto-sends survey link after session marked as completed.

3.14. Pipedrive
- Feature/Setting: Workflow Automations; send personalized feedback requests after session completion.
- Sample Config: Deal transitioned to “session completed” triggers email.

3.15. Calendly
- Feature/Setting: Event Workflows; automate email or SMS reminder for feedback post-meeting.
- Sample Config: Schedule follow-up workflow post-event with feedback link.

3.16. Drip
- Feature/Setting: Automation Rules; post-session trigger sends campaign asking for feedback/review.
- Sample Config: Automation fires on custom field update for session.

3.17. Constant Contact
- Feature/Setting: Event-triggered Email Automation; automate post-session feedback invite.
- Sample Config: Automated series set to send after custom “session end” event.

3.18. Klaviyo
- Feature/Setting: Flows; post-session trigger sends automated feedback or review request.
- Sample Config: List membership update sends feedback flow.

3.19. Slack
- Feature/Setting: Automated Direct Messages via Slackbot or API for in-company sessions.
- Sample Config: Bot triggers post-session DM requesting trainer/peer feedback.

3.20. Asana
- Feature/Setting: Automation Rules; create automated task or message to prompt feedback from attendees.
- Sample Config: Task completion triggers automated message to client with feedback link.

Benefits

4.1. Automatedly accelerates feedback collection, minimizing time lag and follow-up friction.
4.2. Automates higher review capture, improving online reputation and search rankings.
4.3. Reduces manual administrative workload for trainers via workflow automation.
4.4. Standardizes communications and ensures all clients receive post-session touchpoints.
4.5. Enables data-driven improvements by automating prompt collection of detailed feedback.
4.6. Enhances client experience with timely, consistent, and personalized engagement through automation.