Automatic follow-up for referral requests

Purpose

1.1. Automate the process of sending follow-up messages to clients requesting referrals, maximizing post-service business growth.
1.2. Ensures every satisfied customer is automatically contacted, increasing likelihood of new referral leads by automating consistent communication.
1.3. Automates personalized outreach after insulation job completion, reinforcing reputation management and amplifying word-of-mouth marketing.
1.4. Streamlines tracking and scheduling of referral requests, reducing manual labor and enabling scalable, automator-driven marketing.

Trigger Conditions

2.1. Job status marked as “Completed” in project or CRM system triggers automated follow-up.
2.2. Customer satisfaction survey submitted positively triggers automation for referral outreach.
2.3. A set period (e.g., 2–3 days post-completion) serves as a timer-based automatable trigger.
2.4. Sales rep marks a customer as “Potential Advocate,” automating the referral communication process.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure “Programmable Messaging”; trigger automated SMS follow-up using “API: Send Message” after job completion.
• Example: POST to `/Messages` with client’s number and templated referral message.

3.2. SendGrid
• Feature/Setting: Automated “Transactional Templates” set up for referral requests; configure “Mail Send API.”
• Example: POST to `/mail/send` with dynamic data for each customer.

3.3. Mailchimp
• Feature/Setting: Create automated “Customer Journey” workflow with trigger on new tag (“Job Complete”).
• Example: API call to add tag triggers email referral campaign.

3.4. HubSpot
• Feature/Setting: Marketing “Workflows” and “Sequences”; automate follow-up tasks and emails via Workflow Trigger APIs.

3.5. ActiveCampaign
• Feature/Setting: “Automations” using triggers (Tag added, Deal stage change); “POST /api/3/contactAutomations.”

3.6. Salesforce
• Feature/Setting: “Process Builder” or “Flow Builder” automates referral email/SMS; Automation Trigger: Opportunity field changes.

3.7. Zoho CRM
• Feature/Setting: “Workflow Rules” and “Functions” module; automate communication using Zoho’s `sendMail` or webhook functions.

3.8. Constant Contact
• Feature/Setting: Automated “Email Series”; configure API to add contacts and initiate referral request campaigns.

3.9. Klaviyo
• Feature/Setting: “Flows” triggered by profile or event property (“Completed Insulation Job”); API: `POST /profiles`.

3.10. Google Workspace (Gmail)
• Feature/Setting: Use “Apps Script” to automate email sends post customer status update; trigger Google Sheets or Calendar event.

3.11. Slack
• Feature/Setting: “Incoming Webhooks” or “Workflow Builder” sends automated team reminders for referral campaigns.

3.12. Microsoft Teams
• Feature/Setting: “Power Automate” workflow triggered by job completion in CRM; post referral follow-up task in conversations.

3.13. WhatsApp Business
• Feature/Setting: “Business API” to automate templated referral messages post-project.

3.14. Facebook Messenger
• Feature/Setting: Automated Referral Request messages using “Messenger API Send API” as event-driven follow-up.

3.15. Intercom
• Feature/Setting: “Automated Messages” and “Outbound Messages”; automation triggered by tag update via API.

3.16. Freshdesk
• Feature/Setting: “Automations” on ticket status update, trigger email following up for referrals using “Dispatch’r” rules.

3.17. Pipedrive
• Feature/Setting: Workflow Automation via “Deal Stage update”; send automated email or webhook for referral follow-up.

3.18. Drip
• Feature/Setting: “Workflows” triggered by custom event; use API: “POST /subscribers” to automate sequence.

3.19. Moosend
• Feature/Setting: “Automation Workflows” activated on tag or custom field (“Completed”); trigger referral email.

3.20. Keap (Infusionsoft)
• Feature/Setting: “Campaign Builder” using automation triggers (purchase, tag applied); API for HTTP POST automation of follow-up.

Benefits

4.1. Automates repetitive outreach, ensuring every customer receives a referral request without manual labor.
4.2. Automating follow-up increases lead capture potential via prompt, consistent engagement.
4.3. Automation improves time management, freeing staff from repetitive post-sale actions.
4.4. Enables scalable marketing automation across multiple customer touchpoints.
4.5. Ensures automatable tracking of referral outreach and results through integration with analytics tools.
4.6. Automated systems reduce follow-up errors, preserving professional reputation.
4.7. Strengthens brand loyalty by automating timely, courteous communication reflective of excellent service.