Scheduling follow-up appointments post-restoration

Purpose

1.1. Automate the end-to-end process of scheduling follow-up appointments post-restoration, ensuring all clients receive timely communications, reducing administrative overhead, improving customer satisfaction, enabling service consistency, and providing multiple channel options for outreach (SMS, email, calendar invite, call, etc.)
1.2. Capture client feedback, collect additional service requests, and close-loop on project completion efficiently.

Trigger Conditions

2.1. Restoration project marked as completed in project management software.
2.2. Invoice finalized or payment completed event.
2.3. Scheduled post-service period elapsed (e.g., 7/30/90 days from restoration date).
2.4. Client response via email, web form, or SMS requesting follow-up.
2.5. CRM status updated to “Ready for Follow-Up.”

Platform Variants

3.1. Google Calendar API
• Feature/Setting: Events.insert with attendee email, custom reminder; maps restoration project to follow-up slot
3.2. Microsoft Outlook Graph API
• Feature/Setting: POST /me/events with automated invitation, RSVP tracking
3.3. Twilio SMS
• Feature/Setting: POST /Messages API to send appointment prompt and receive confirmation via reply
3.4. SendGrid
• Feature/Setting: v3 Mail Send endpoint for branded follow-up email sequences with dynamic scheduling links
3.5. Calendly API
• Feature/Setting: POST /scheduled_events to auto-generate meeting slots based on client and specialist availability
3.6. Acuity Scheduling
• Feature/Setting: bookings API to create client-facing slots and send automated reminders
3.7. HubSpot CRM Workflows
• Feature/Setting: Workflow Actions to send internal task and external email for appointment setup
3.8. Salesforce Flow/Process Builder
• Feature/Setting: Triggered Flow; automates Task and Event creation linked to client records
3.9. Zoho CRM Automation
• Feature/Setting: Workflow Rules to auto-send appointment links or trigger call tasks
3.10. Freshdesk Automations
• Feature/Setting: Time triggers for service ticket closure to prompt follow-up appointment email
3.11. Slack (via Workflow Builder or API)
• Feature/Setting: Scheduled message or Workflow trigger to specialist for manual slot assignment
3.12. Cisco Webex Meetings API
• Feature/Setting: POST /meetings for virtual appointment slot auto-generation
3.13. Zoom API
• Feature/Setting: /users/me/meetings POST endpoint for immediate follow-up meeting creation and invite
3.14. Mailchimp Automations
• Feature/Setting: Drip campaign with Booking link following project status change
3.15. Gmail API
• Feature/Setting: Automated personalized email with embedded scheduling buttons
3.16. WhatsApp Business API
• Feature/Setting: Message template for appointment confirmation and reminder
3.17. Intercom
• Feature/Setting: Post-event messaging automation to prompt calendar selection
3.18. Pipedrive
• Feature/Setting: Workflow automation to move to follow-up stage and send scheduler link
3.19. Trello
• Feature/Setting: Butler automation to move card to ‘Follow-Up’ and auto-message client using email integration
3.20. Monday.com
• Feature/Setting: Integration Automation to generate calendar invite upon status change
3.21. Typeform
• Feature/Setting: Embed scheduling form link in automated post-restoration survey

Benefits

4.1. Ensures consistent customer touchpoints and service quality.
4.2. Reduces manual overhead, freeing team from repetitive scheduling.
4.3. Lowers risk of missed appointments and follow-ups.
4.4. Increases likelihood of repeat business and positive reviews.
4.5. Multi-channel approach adapts to client communication preferences.
4.6. Enables detailed tracking and analytics on aftercare engagement.