Automated client satisfaction surveys post-project

Purpose

1.1. Automate standardized client satisfaction surveys to be sent post-project, gathering structured feedback for quality assurance, testimonials, marketing, and continuous process optimization.
1.2. Ensures every completed architecture project triggers a tailored feedback workflow automatically, minimizing manual follow-up for client review collection and reputation management.
1.3. Automates tracking responses and escalates non-responses or detractor feedback automatically to management for timely intervention and client retention efforts.

Trigger Conditions

2.1. Automation triggered by marking a project as “completed” in project management or CRM platforms.
2.2. Secondary triggers: invoice paid, handover documentation sent, or project stage reached.
2.3. Automate triggers based on time elapsed post-completion (e.g., 3 days after completion).

Platform Variants

3.1. Salesforce
• Module: Workflow Rule or Flow Builder
• Configure to launch Survey API on project status change to “Closed”
3.2. HubSpot
• Tool: Workflows + Feedback Surveys
• Automate survey dispatch when deal/project lifecycle reaches “Completed”
3.3. Microsoft Power Automate
• Trigger: SharePoint/Outlook event
• Action: Forms—Send automated survey
3.4. Zoho CRM
• Function: Workflow Automation
• Set workflow to trigger Zoho Survey API
3.5. SurveyMonkey
• Feature: Webhooks/Integration App
• Use automated triggers when record added to project completion list
3.6. Google Forms + Google Apps Script
• Script: Time-driven trigger
• Automate email with form link on project update
3.7. Typeform
• Feature: Webhooks/API
• Auto-send survey via connected contact management system
3.8. Mailchimp
• Trigger: Audience automation
• Send campaign using completed project tag
3.9. ActiveCampaign
• Automation: Post-project trigger
• Deliver survey link with conditional follow-up for non-responses
3.10. Twilio SMS
• API: Programmable Messaging
• SMS automation—send survey link post-handover
3.11. Intercom
• Workflow: Series feature
• Auto-send in-app chat or email satisfaction survey
3.12. Zendesk
• Trigger: Ticket closure automation
• Automate survey via Zendesk Satisfaction Prediction API
3.13. Freshdesk
• Scenario Automation: Ticket closed
• Push survey via email or integrated survey tool
3.14. Airtable
• Automation: Project table status update
• Automate survey sends with Airtable Automations and Gmail API
3.15. Slack
• Workflow Builder: Automated DM
• Auto-message team to remind for manual survey follow-up if automated not filled
3.16. PipeDrive
• Action: Deal moved to “Won/Complete”
• Automate survey email via Pipedrive Automations
3.17. Monday.com
• Automation Recipe: Status change
• Auto-send feedback request with Gmail/Outlook integration
3.18. Jotform
• Feature: Post-submission autoresponder
• Automate personalized thank-you and survey invite
3.19. SendGrid
• API: SMTP or Marketing Campaigns
• Automate survey delivery to client email
3.20. Calendly
• Workflow: Post-meeting follow-up
• Automatedly send survey link after final client touchpoint
3.21. Smartsheet
• Automation: Row status update
• Automate survey email using integrations
3.22. Notion
• Integration: API automation via Notion’s API after database status changes
• Automate feedback form send

Benefits

4.1. Automated collection increases response rates and data reliability for marketing.
4.2. Automating feedback enables faster service recovery and client retention.
4.3. Automates testimonial sourcing for social proof in future design project marketing.
4.4. Automation frees resources, reducing operational costs and eliminating manual errors.
4.5. Enables automators to generate ongoing process improvement from structured analytics.
4.6. Automated client sentiment tracking enables proactive client relationship management.