Review and testimonial requests post-training

Purpose

1.1. To automate review and testimonial requests post-training to drive social proof, attract new clients, and reinforce trainer credibility.
1.2. Automates sending personalized requests for feedback across communication channels within a set period post-service.
1.3. Allows streamlined follow-ups, automating reminders for non-responsive clients to maximize response rates.
1.4. Collates testimonials and reviews automatically for marketing, website, and social media deployment.
1.5. Enables segmenting responses for use in automated promotional materials and case studies.

Trigger Conditions

2.1. Training session completion is logged in CRM, booking, or POS system.
2.2. Passage of a preset time interval post-training (e.g., 24 hours).
2.3. Trainer or admin marks client as “Ready for Review Request”.
2.4. Automated detection of successful payment for session.
2.5. Client moved to “Completed” stage in project management tool.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: "Send SMS" API — automate outbound review requests with merge fields for personalization.
• Sample: Configure Twilio Flow to send SMS post-training trigger.

3.2. SendGrid
• Feature/Setting: "Transactional Email" API — automated personalized email outreach for testimonial solicitation.
• Sample: Set dynamic templates for review links.

3.3. Mailchimp
• Feature/Setting: "Automated Email Journey" — automates segmented follow-up sequences after session completion.
• Sample: Trigger workflow from event webhook.

3.4. ActiveCampaign
• Feature/Setting: "Automations" — automate drip campaigns to collect testimonials with personalized outreach.
• Sample: Connect CRM pipeline changes to review campaign.

3.5. HubSpot
• Feature/Setting: "Workflows" — automates email/SMS tasks based on post-service status change.
• Sample: Feedback form sent after deal moves to Closed Won.

3.6. Zoho CRM
• Feature/Setting: "Workflow Rules" — automatedly send review requests when lead moves stage.
• Sample: Automate email when type = training_completed.

3.7. Salesforce
• Feature/Setting: "Process Builder" — automates review request emails or SMS upon opportunity closure.
• Sample: Automated action after opportunity is Won.

3.8. Gmail via Google Apps Script
• Feature/Setting: "Scheduled Triggers" — automates email send based on Google Sheet event updates.
• Sample: Triggered script for completed training rows.

3.9. Outlook / Microsoft 365
• Feature/Setting: "Automated Flow" (Power Automate) — automates email dispatch using review request template on event.
• Sample: Power Automate triggers on calendar event completion.

3.10. WhatsApp Business API
• Feature/Setting: "Message Templates" — send automated WhatsApp review/feedback requests post training.
• Sample: Message template configuration with client variables.

3.11. Facebook Messenger Platform
• Feature/Setting: "Send API" — automates Messenger request via chatbot on training completion.
• Sample: Trigger message flow from external webhook.

3.12. Yelp Fusion API
• Feature/Setting: "Business Review Request" — automate personalized links to Yelp review page after service.
• Sample: Generate unique URLs for client outreach.

3.13. Google My Business API
• Feature/Setting: "Direct Review Request Link" — automate sending review links after session logs.
• Sample: Email merge with unique GMB review link.

3.14. SurveyMonkey
• Feature/Setting: "Automated Survey Distribution" — send feedback forms post-training.
• Sample: API-triggered survey email to recent clients.

3.15. Typeform
• Feature/Setting: "Automated Form Request" — automate personalized form invites for testimonials.
• Sample: Auto-triggered form completion emails.

3.16. Slack
• Feature/Setting: "Bot Notifications" — automate reminders to the team to follow up if review not received.
• Sample: Automated DM to responsible staff.

3.17. Trello
• Feature/Setting: "Butler Automation" — automates moving card and sending request email on column change.
• Sample: Butler action triggers email on “Completed” move.

3.18. Calendly
• Feature/Setting: "Event Completion Webhook" — automate review requests based on session-end events.
• Sample: Webhook fires automated email via third-party service.

3.19. Shopify
• Feature/Setting: "Order Fulfillment Trigger" — automate review email post-service product purchase.
• Sample: Shopify Flow emails after item delivered.

3.20. Pipedrive
• Feature/Setting: "Workflow Automation" — automate testimonial requests when deals close.
• Sample: Automated email upon stage change to “Completed”.

3.21. Intercom
• Feature/Setting: "Automated Messages" — send review links via in-app messages post-session.
• Sample: Triggers after support conversation closure.

3.22. Zapier
• Feature/Setting: "Multi-step Zap" — automate multi-platform review requests aggregation and delivery.
• Sample: Automated action on CRM event triggers SMS, email, or survey.

Benefits

4.1. Automates formerly manual testimonial gathering, saving staff time.
4.2. Increases review volume with timely, automated prompts and reminders.
4.3. Standardizes client outreach, ensuring consistency and professionalism.
4.4. Automates data capture for marketing, website, and social channels.
4.5. Improves conversion as social proof is automatedly solicited, collected, and leveraged.