Client satisfaction survey automation after deal closure

Purpose

1. Initiate automated client satisfaction survey distribution immediately after an aircraft sale is finalized.

2. Ensure instant, consistent collection of client feedback to optimize post-sale processes.

3. Streamline follow-up with clients and drive continuous improvement in corporate brokerage experiences.

4. Monitor team performance, detect pain points, and generate actionable data for operational upgrades.

5. Meet aviation industry compliance and client expectations on post-transaction transparency and professionalism.

6. Enable rapid escalation of dissatisfaction cases for timely resolution and improved retention.

Trigger Conditions

1. Deal closure marked as ‘Completed’ in CRM, ERP, or sales management system.

2. Sales contract status changed to ‘Finalized’ or ‘Paid’.

3. Aircraft handover marked as delivered/received by client.

4. Time-delay trigger (e.g., 24 hours post-closure).

5. Manual staff trigger when all deliverables checked as complete.

Platform Variants

1. Salesforce

- Feature/Setting: Process Builder/Flow triggers on ‘Opportunity Won’; configure Email Alert Action to survey link.

2. HubSpot

- Feature/Setting: Workflow automation; trigger on Deal stage ‘Closed Won’; send external survey form.

3. Zendesk

- Feature/Setting: Automations/Triggers; post-ticket closure, send satisfaction survey e-mail.

4. Zoho CRM

- Feature/Setting: Workflow rule; on custom field ‘Deal Closed’ update, auto-email Zoho Survey link.

5. Microsoft Power Automate

- Feature/Setting: Scheduled flow; detect completed sales in Dynamics 365, trigger Microsoft Forms survey e-mail.

6. Mailchimp

- Feature/Setting: Event-based automation; add contact to post-sale feedback campaign.

7. SurveyMonkey

- API: Webhook listener; trigger survey distribution via Email Collectors.

8. Typeform

- API: Form response webhook; after deal closure, pass email with invitation to Typeform link.

9. Google Workspace

- Feature/Setting: Apps Script with Sheets/Forms; automated mail merge sends survey on trigger.

10. Slack

- API: Workflow Builder; notify client post-sale with survey form/link using Slackbot message.

11. Trello

- Power-Up: Butler automation; card moved to ‘Sold’, Slack/Email integration sends survey link.

12. Twilio

- API: SMS; auto-send survey invite SMS post-deal using programmable messaging.

13. SendGrid

- Feature/Setting: Marketing Automation; transactional template for post-sale survey delivery.

14. Freshdesk

- Feature/Setting: Scenario Automation; on ticket closure, auto-send satisfaction survey.

15. Intercom

- Feature/Setting: Custom bot triggered by deal update; send survey link in messenger or email.

16. Pipedrive

- Feature/Setting: Workflow Automation on Deal Stage ‘Won’; trigger custom mail/survey.

17. ActiveCampaign

- Feature/Setting: Automation builder; post-deal tag triggers survey email.

18. Airtable

- Automation: Script block on ‘Status = Closed’ row update; auto-email client survey.

19. Monday.com

- Feature/Setting: Automation recipe; item moved to ‘Done’, send out feedback survey.

20. Qualtrics

- API: Transaction-based trigger; survey e-mail distributed upon sale event.

21. Quickbase

- Feature/Setting: Pipelines; when project status is ‘Sold’, trigger survey email.

22. SAP SuccessFactors

- Feature/Setting: Intelligent Services; automate feedback request after deal-related workflow completion.

23. NetSuite

- Feature/Setting: SuiteFlow; workflow for deal status change, dispatch survey link.

24. DocuSign

- API: Envelope completion event; trigger survey e-mail to signatory.

25. Asana

- Rule-based Automation: Task completion triggers survey invite via integrated mail tool.

Benefits

1. Increases post-sale engagement rate, securing valuable market intelligence.

2. Minimizes manual effort and errors, ensuring every client is surveyed.

3. Enables detailed reporting on corporate sales performance, leveraging real data.

4. Accelerates detection and resolution of post-sale issues.

5. Reinforces a reputation for professionalism and data-driven client care in the aviation sector.

6. Improves process visibility and team accountability.

7. Supports regulatory adherence and internal audit trails for post-sale feedback.