Client satisfaction surveys post-project completion

Purpose

1.1. Automate post-project client satisfaction surveys to collect structured feedback for architecture projects, improve service, and support testimonials or referral processes.
1.2. Ensure every completed project triggers an automated, targeted client follow-up to quantify satisfaction and identify growth opportunities.
1.3. Automates data collection into CRM or analytics dashboards for continuous improvement and compliance with quality standards.
1.4. Standardizes and automates outreach, ensuring uniform client experience and higher response rates.

Trigger Conditions

2.1. Automatedly trigger survey on project marked as “complete” or “delivered” in project management software.
2.2. Trigger automation via scheduled workflows based on project timeline, e.g., 24–48 hours post-delivery.
2.3. Manual override for re-sending survey if client requests or key milestone achieved.
2.4. Can trigger based on CRM status change, document signature, or invoice paid event.

Platform variants

3.1. SurveyMonkey
• Function/API: automate survey invitations via Create Collector API, automating unique project/client IDs.
3.2. Typeform
• Function/API: automate survey link generation and response capture via Responses API.
3.3. Google Forms
• Function/API: automate personalized form email delivery via Apps Script and Google Workspace API.
3.4. Microsoft Forms
• Function/API: automate form sharing using Microsoft Graph / Send Form API upon completion event.
3.5. Jotform
• Function/API: automate post-completion autoresponder using Jotform Webhook for instant client delivery.
3.6. Qualtrics
• Function/API: automate Surveys API, scheduling and contact list automation upon project closure triggers.
3.7. Zoho Survey
• Function/API: automate workflow survey trigger connected to Zoho CRM completed deal automation.
3.8. Slack
• Function/API: automate direct client messages using Slack API chat.postMessage with survey link.
3.9. Twilio SMS
• Function/API: automate SMS survey invitations via Twilio Programmable Messaging API.
3.10. Mailchimp
• Function/API: automate segmented campaign with survey URLs via Mailchimp Transactional API.
3.11. HubSpot
• Function/API: automate workflow trigger for survey sends via HubSpot Workflows and Email API.
3.12. Salesforce
• Function/API: automate survey sending via Process Builder or Flow Builder integrated with Salesforce Surveys.
3.13. Zendesk
• Function/API: automate survey invitation using Zendesk Triggers with Satisfaction Survey Integration.
3.14. Intercom
• Function/API: automate chat-embedded survey via Intercom Messenger Custom Bots.
3.15. ActiveCampaign
• Function/API: automate post-completion email/survey automation via Deals Pipeline API.
3.16. Airtable
• Function/API: automate form sending via Airtable Automations when project record hits “Completed.”
3.17. Notion
• Function/API: automate survey task via API integration upon Database status update.
3.18. Monday.com
• Function/API: automate pulse triggers to send survey emails via Monday Automations + Outlook/Gmail API.
3.19. ClickUp
• Function/API: automate survey workflow task via ClickUp API upon project closure.
3.20. Pipedrive
• Function/API: automate post-deal survey with Workflow Automation upon stage “Won” or “Delivered.”
3.21. SendGrid
• Function/API: automate personalized survey emails with SendGrid v3 Mail Send API on trigger events.
3.22. Stripe
• Function/API: automate survey send post payment via Stripe Webhooks + external mail API.
3.23. Freshdesk
• Function/API: automate survey after ticket/project closure via Freshdesk Automations + Freshdesk Survey API.
3.24. Asana
• Function/API: automate form send task via Asana Webhook upon project completion.
3.25. Outlook 365
• Function/API: automate survey link mails using Microsoft Graph Mail.Send API after task completion.

Benefits

4.1. Automates survey delivery, saving manual outreach time.
4.2. Ensures consistent, timely feedback via automated survey systems.
4.3. Enables tracking, quantification, and automated escalation for low scores.
4.4. Increases response rates by leveraging multiple automated channels.
4.5. Consolidates feedback for rapid iteration and quality enhancement.
4.6. Reduces missed follow-ups via reliable automation.
4.7. Automated survey results support reporting, testimonials, and marketing collateral.
4.8. Automating survey distribution improves professional image and client retention.