Automated review requests after project completion

Purpose

1.1. Ensure all clients receive timely, automated review requests after completion of a photography project.
1.2. Streamline follow-ups to increase quantity and quality of online reviews across major platforms.
1.3. Enhance reputation management and social proof for commercial photography businesses via automated client engagement.

Trigger Conditions

2.1. Marking project status as "Completed" in the CRM or project management software.
2.2. Sending a final invoice, delivery of images, or receipt of client sign-off.
2.3. Passing a defined time delay (e.g. 24–72 hours post-delivery).
2.4. Receiving a webhook or confirmation from an integrated platform indicating project end.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Messaging API — configure event trigger and recipient number; use Messaging Service SID for sender.
3.2. SendGrid
• Feature/Setting: Mail Send API — automate email template with review link filled by dynamic client data.
3.3. Gmail API
• Feature/Setting: Users.messages.send — draft and send personalized emails triggered by project completion.
3.4. Outlook Graph API
• Feature/Setting: sendMail — configure service account to dispatch review requests from business email.
3.5. Mailchimp
• Feature/Setting: Automated Customer Journey — trigger post-project contact to request review via email campaign.
3.6. HubSpot
• Feature/Setting: Workflow Automation — automatic emails when deal stage hits “closed won.”
3.7. Zoho CRM
• Feature/Setting: Workflow Rules — trigger custom email or webhooks post project stage update.
3.8. Salesforce
• Feature/Setting: Process Builder and Email Alerts — configure rule for opportunity closed to send review invitation.
3.9. Monday.com
• Feature/Setting: Automation Recipes — send an email or webhook when task status changes to "done."
3.10. Asana
• Feature/Setting: Rules + Email Integration — on project complete, fire off review request via connected mail platform.
3.11. Trello
• Feature/Setting: Automation Butler + Email — action when card moves to "Done," send review email via webhook or email action.
3.12. Slack
• Feature/Setting: Slackbot Reminder + Workflow Builder — prompt internal team to manually send, or auto-DM client.
3.13. Facebook Messenger API
• Feature/Setting: Send API — post-project, deliver message template with review reminder.
3.14. WhatsApp Business API
• Feature/Setting: Messages endpoint — automatically send post-project review request to client’s WhatsApp.
3.15. Intercom
• Feature/Setting: Custom Bots + Outbound Messages — trigger a chat/message when status field is set to complete.
3.16. Zendesk
• Feature/Setting: Triggers + Email Notifications — configure new ticket status to complete for automated email.
3.17. SurveyMonkey
• Feature/Setting: Send via API — dispatch review or satisfaction survey via email after project ends.
3.18. Google My Business API
• Feature/Setting: Place Action Links — include review prompt link in automated email/message.
3.19. Quickbooks
• Feature/Setting: Webhooks — after invoice marked paid, trigger external review request process.
3.20. Calendly
• Feature/Setting: Event Type Workflows — after meeting (“Project Handover”) completion, send review follow-up email.

Benefits

4.1. Increases review volume and consistency with minimal manual effort.
4.2. Reduces follow-up time and risk of client neglect post-delivery.
4.3. Allows personalization of review requests to boost response rates.
4.4. Centralizes feedback collection for internal quality improvements.
4.5. Strengthens online reputation and visibility in competitive markets.