Referral request automation for satisfied clients

Purpose

1.1 Automate the process of requesting referrals from satisfied asbestos testing clients, maximizing word-of-mouth growth, automating follow-up, and eliminating manual outreach.
1.2 Automates identification of satisfied clients based on post-service surveys or feedback, triggering referral requests only where client sentiment is positive.
1.3 Automation ensures timely, consistent, and professional communication, reinforcing brand value and customer retention without direct human involvement.
1.4 Re-engages clients post-service while their positive experience is top-of-mind, increasing referral capture rates and automating the collection and tracking of referral outcomes.

Trigger Conditions

2.1 Automated survey completion with favorable response (4–5 stars or NPS ≥ 8).
2.2 Automatedly marked job as completed in service management platform.
2.3 Automated CRM tag update signaling customer satisfaction.
2.4 Automated deadline post-service (e.g., 48 hours after report sent with no complaints).
2.5 Automate triggers from positive email replies or online review postings.

Platform Variants

3.1 Salesforce
• Feature: Process Builder + Flow Automator — auto-send referral email on “Happy Customer” tag.
3.2 HubSpot
• Feature: Automated Workflow — configure “Customer Feedback” property triggers referral workflow.
3.3 Zoho CRM
• Feature: Automation Rule — on survey (Zoho Survey API) response ≥ 4, send follow-up referral mailer.
3.4 Twilio SMS
• Feature: Messaging API — automate SMS referral request with merge tags; configure template for compliant outreach.
3.5 SendGrid
• Feature: Single Send API — automated email send with time-delay after survey completion.
3.6 Mailchimp
• Feature: Customer Journey Builder — auto-trigger a referral campaign to targeted “satisfied” segment.
3.7 SurveyMonkey
• Feature: Webhook integration — on high NPS response automate trigger to downstream platforms.
3.8 Microsoft Power Automate
• Feature: Automated flow — trigger Teams message or Outlook mail for referral request post-feedback.
3.9 Slack
• Feature: Incoming Webhooks — automated Slack alert to team to initiate personalized referral request.
3.10 Google Sheets
• Feature: Google Apps Script — record satisfied clients and auto-email referral form link.
3.11 Typeform
• Feature: Integration Webhook — automate data push to marketing workflow for referral trigger.
3.12 Pipedrive
• Feature: Workflow Automation — move to “Win” stage, auto-send personalized referral message.
3.13 Airtable
• Feature: Automations — “Feedback Score” field triggers email referral sequence via Gmail API.
3.14 Intercom
• Feature: Series Automation — automate in-app referral pop-up for satisfied user segments.
3.15 ActiveCampaign
• Feature: Automation Builder — conditional logic for post-service satisfaction triggers email sequence.
3.16 Zendesk
• Feature: Trigger Automation — after positive ticket CSAT, auto-email referral ask via Zendesk mail.
3.17 Gusto
• Feature: Custom Workflow — automate referral request email to HR clients after positive onboarding review.
3.18 Constant Contact
• Feature: Automated Email Campaign — configure referral request campaign triggered by “satisfied” tag.
3.19 Asana
• Feature: Rules Automator — on task “Service Complete” with positive feedback, create referral follow-up task.
3.20 Calendly
• Feature: Webhook Automation — after follow-up meeting, automate referral request email to attendee.

Benefits

4.1 Automates referral requests at peak client satisfaction, increasing conversion rates.
4.2 Eliminates manual effort for staff, freeing resources for business growth tasks.
4.3 Automating ensures consistency, no missed opportunities, and unified messaging.
4.4 Enables tracking and reporting on referral pipeline, supporting automated performance analytics.
4.5 Automated solution scales without proportional increase in workload or costs, adapting to business demand automatically.