Request referrals from satisfied clients

Purpose

1.1. Automate the collection of referrals from satisfied home remodeling clients to increase pipeline and drive business growth.
1.2. Enforce consistent, timed follow-ups after project completion for referral gathering.
1.3. Leverage automated communications (email, SMS, in-app, physical mail) for referral requests.
1.4. Integrate multiple channels for referral automation to maximize response rates.
1.5. Collect, track, and categorize referral responses in a centralized, automated CRM system.
1.6. Automate thank-you messaging and potential incentives for referred clients, closing the referral loop.

Trigger Conditions

2.1. Project marked as ‘Completed’ in project management software.
2.2. Positive client satisfaction survey or NPS score received.
2.3. Specific time elapsed post-project (e.g., 7 days after completion).
2.4. Manual approval from account manager after final inspection.
2.5. Receipt of testimonial, review, or rating above set threshold (e.g., 4+ stars).

Platform Variants

3.1. Twilio
• Feature/Setting: SMS Automations; use the programmable SMS API with message triggers based on CRM events; sample: POST /Messages endpoint with dynamic templates.
3.2. SendGrid
• Feature/Setting: Automated Email Campaign; configure Automation Trigger for new client marked as ‘satisfied,’ utilizing Dynamic Template API.
3.3. HubSpot
• Feature/Setting: Workflow Automator; set workflow to trigger referral request emails on deal stage ‘Closed Won’ and ticket status ‘Successful.’
3.4. Salesforce
• Feature/Setting: Process Builder; configure automated actions triggered by project status field for sending referral emails or SMS.
3.5. Mailchimp
• Feature/Setting: Customer Journey Builder; automate post-project referral requests through journey logic.
3.6. ActiveCampaign
• Feature/Setting: Automation Recipe; trigger referral series upon new tag addition ‘ProjectComplete.’
3.7. Zapier
• Feature/Setting: Automated Workflow; connect CRM (like Pipedrive) to Gmail, Twilio, or Slack for scheduled referral campaigns.
3.8. Google Sheets
• Feature/Setting: Apps Script Automations; auto-generate referral request emails from row entry of satisfied customer.
3.9. Intercom
• Feature/Setting: Post-Event Messaging Automation; trigger in-app or email messages after positive feedback conversations.
3.10. Zoho CRM
• Feature/Setting: Blueprint Automation; send referral request template on change in lead status.
3.11. Pipedrive
• Feature/Setting: Workflow Automation; on deal marked as ‘Won’ send referral request via integrated email service.
3.12. Microsoft Power Automate
• Feature/Setting: Automated Flow; upon project closure, trigger sequential email and Teams message asking for referrals.
3.13. Klaviyo
• Feature/Setting: Automated Flow; segment for satisfied clients and trigger referral campaign sequence.
3.14. Slack
• Feature/Setting: Workflow Builder; automate internal notifications prompting team follow-ups for referrals.
3.15. Constant Contact
• Feature/Setting: Email Automation Trigger; send referral ask email based on custom list updates.
3.16. Smartsheet
• Feature/Setting: Automated Alerts & Actions; upon row for ‘satisfied client’, trigger email integration for referral request.
3.17. Monday.com
• Feature/Setting: Automation Center; trigger notification and email as soon as status changes to ‘Completed - Satisfied.’
3.18. Mailjet
• Feature/Setting: Email Automation API; configure triggered campaign for referral requests.
3.19. Typeform
• Feature/Setting: Automated Follow-Up; send automated post-survey email asking for referrals after a positive response.
3.20. Postmark
• Feature/Setting: Transactional Email Automation; send referral requests upon project completion event received via API.
3.21. SurveyMonkey
• Feature/Setting: Automated Thank You and Referral Redirect; after positive survey, redirect to referral form and send automated thank-you email.

Benefits

4.1. Automates referral requests, eliminating manual follow-ups and saving staff time.
4.2. Automates multi-channel outreach for maximized client engagement and higher referral rates.
4.3. Automating tracking of referral status and responses, minimizing lost opportunities.
4.4. Provides automated, timely, and consistent customer experience.
4.5. Automates compliance with follow-up KPIs for remodelers.
4.6. Enables automatedly rewarding or acknowledging referrers, amplifying referral momentum.
4.7. Automates data aggregation for business intelligence on referral effectiveness.
4.8. Automatable processes enable agile scaling of referral operations as business grows.