Client satisfaction/pulse surveys

**Purpose**

1.1. Collect ongoing client feedback post-service to measure satisfaction, optimize service delivery, and improve repeat rates in airbrushing.
1.2. Identify pain points early to prevent churn and capture testimonials for marketing.
1.3. Enable periodic pulse surveys for long-term trends in client sentiment across multiple projects and clients.

**Trigger Conditions**

2.1. After project completion marked in project management system.
2.2. Scheduled interval post-delivery (e.g., 3 days after invoicing).
2.3. On milestone events, such as after first revision delivery or follow-up service.
2.4. Post-support ticket closure related to an airbrushing order.

**Platform Variants**

3.1. **Twilio SMS**
• Feature/Setting: Use Twilio API “Messages” endpoint to send satisfaction pulse surveys via SMS on project completion webhook.
3.2. **SendGrid**
• Feature/Setting: Use SendGrid “Transactional Email” API to deliver branded HTML surveys triggered by CRM status change.
3.3. **Google Forms**
• Feature/Setting: Auto-generate personalized survey links via Forms API and email/post message using unique keys.
3.4. **Typeform**
• Feature/Setting: Use Typeform “Responses API” to deliver and collect survey answers; trigger using client tag in CRM.
3.5. **SurveyMonkey**
• Feature/Setting: Create survey collector using SurveyMonkey API, send invitation by customer email post-delivery.
3.6. **HubSpot**
• Feature/Setting: Marketing Automation workflow triggers survey campaign by deal closed state.
3.7. **ActiveCampaign**
• Feature/Setting: Automated email survey via “Campaigns” endpoint when client profile tagged for follow-up.
3.8. **Mailchimp**
• Feature/Setting: Use Mandrill Transactional API for survey emails when new contact added after order fulfillment.
3.9. **Zendesk**
• Feature/Setting: Trigger survey via “Satisfaction Automation” after ticket marked solved for airbrushing order.
3.10. **Intercom**
• Feature/Setting: Use “Outbound Messages” to send chat-based survey on case closure or user inactivity.
3.11. **Zoho CRM**
• Feature/Setting: Custom workflow rule initiates survey email when deal marked as delivered.
3.12. **Salesforce**
• Feature/Setting: Use “Process Builder” to trigger a post-case survey email or SMS using integrated survey tool.
3.13. **Freshdesk**
• Feature/Setting: Satisfaction survey sent using “Automations” after support ticket for airbrushing service is closed.
3.14. **Constant Contact**
• Feature/Setting: Use “Email Automation” to deliver post-service satisfaction survey to segmented audience.
3.15. **Microsoft Forms**
• Feature/Setting: Auto-create survey link in response to SharePoint project completion and mail via Outlook API.
3.16. **Slack**
• Feature/Setting: Use Slack “Incoming Webhooks” to direct message survey to client post-service if workspace integration exists.
3.17. **Trello**
• Feature/Setting: “Butler Automation” triggers email with survey on card moved to ‘Completed’ column.
3.18. **Calendly**
• Feature/Setting: Post-appointment survey link sent via “Event Type Workflow” when session is completed.
3.19. **Monday.com**
• Feature/Setting: “Automations” send notification/survey email after status changes to ‘Delivered’.
3.20. **Shopify**
• Feature/Setting: Post-purchase survey link included in “Order Confirmation” email using Shopify Flow app.
3.21. **Airtable**
• Feature/Setting: Automation creates record and triggers survey email using client details from completed orders.

**Benefits**

4.1. Achieve rapid response rates due to immediate post-service engagement.
4.2. Quickly surface dissatisfied clients for priority attention.
4.3. Create a structured database of satisfaction trends for data-driven improvements.
4.4. Enhance customer retention through proactive feedback solicitation.
4.5. Streamline testimonial and review gathering for marketing assets.