Client Onboarding & Relationship ManagementPurpose
1.2. Ensures timely, consistent, and professional outreach after services are delivered, without manual intervention.
1.3. Centralizes feedback collection and encourages user-generated content to improve service quality and marketing.
Trigger Conditions
2.2. Can be triggered by invoice paid status, scheduled end time, or client checkout.
2.3. Optionally triggered after a “thank you” or follow-up email is opened.
Platform Variants
- Feature/Setting: Use programmable SMS – configure to send automated text requests for reviews using session end as trigger.
3.2. SendGrid
- Feature/Setting: Automated email campaign with dynamic personalization; configure template and set API to fire post-session.
3.3. Mailchimp
- Feature/Setting: Automate journeys built on booking completion; connect API to rehearsal scheduling platform.
3.4. Google Forms
- Feature/Setting: Automated form creation request sent by link via email/SMS with auto-prefill; activate using API or webhooks.
3.5. Zapier
- Feature/Setting: Webhooks to automate and chain triggers between booking system and testimonial request channels.
3.6. HubSpot
- Feature/Setting: Workflows set up to send automated emails for testimonial solicitation post-session.
3.7. Zoho CRM
- Feature/Setting: Automate follow-up emails via workflow automation module when client booking status is “completed.”
3.8. ActiveCampaign
- Feature/Setting: Automates post-session message series using automation builder linked to scheduling events.
3.9. Slack
- Feature/Setting: Automated reminders sent to internal teams to prompt outbound testimonial requests using workflow builder.
3.10. SurveyMonkey
- Feature/Setting: Automated survey invitations linked to rehearsal completion notifications via API.
3.11. Calendly
- Feature/Setting: Automate email follow-up through webhook/automation when a session ends or is marked “complete.”
3.12. Salesforce
- Feature/Setting: Automate task creation or email send-as-workflow post-event in the CRM.
3.13. Pipedrive
- Feature/Setting: Triggers automator functionality to send review request when deal (session) is marked “won/closed.”
3.14. Airtable
- Feature/Setting: Automatable script block to send out personalized email/SMS requests on record status update.
3.15. Keap (Infusionsoft)
- Feature/Setting: Automator triggers testimonial request email autoresponder upon session completion tag.
3.16. Typeform
- Feature/Setting: Automated form request sent via integration upon event completion in booking software.
3.17. Intercom
- Feature/Setting: Automate in-app or email message for feedback after live interaction logs session end.
3.18. GMail API
- Feature/Setting: Scripted automation sends testimonial request from studio account automatically after session event in calendar.
3.19. Outlook 365 API
- Feature/Setting: Automate email send based on calendar changes or appointment end event.
3.20. WhatsApp Business API
- Feature/Setting: Automated testimonial invitation via WhatsApp messaging custom template using API on session close.
3.21. Facebook Messenger API
- Feature/Setting: Automate review request bot message after client session ends, using webhook notification.
3.22. Trello
- Feature/Setting: Automator triggers when card moved to “Completed” — auto sends testimonial request email via integration.
3.23. ClickSend
- Feature/Setting: Automated SMS review request configured to launch on booking management platform “completed” webhook.
3.24. Smartsheet
- Feature/Setting: Workflow automation to send testimonial email or SMS based on updated row indicating finished session.
Benefits
4.2. Ensures review requests are never forgotten by automating every step.
4.3. Automates cross-platform delivery (SMS, email, WhatsApp, Messenger), maximizing client engagement.
4.4. Supports real-time feedback for continuous service improvement through automation.
4.5. Automates data collection and analysis for management reporting and testimonials marketing.