Instructor feedback request automation

Purpose

1. Automate the process of requesting, collecting, tracking, and reporting instructor feedback from clients after rock climbing sessions.

2. Automates timely feedback collection to improve staff performance, document instructor efficacy, satisfy compliance, and enhance client satisfaction.

3. Ensures no sessions miss feedback requests and automates escalation to management if feedback is not received.

Trigger Conditions

1. End of climbing session marked as ‘completed’ in booking/scheduling software.

2. Instructor profile assigned and session completion timestamp logged.

3. Automated nightly batch process for outstanding feedback requests.

4. Manual triggers from staff dashboard for ad hoc requests.

5. Automated reminder if feedback not received in X days.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate sending SMS feedback requests using Programmable SMS API; set recipient as session client, message includes survey link.
  

2. SendGrid

• Feature/Setting: Automate feedback requests via transactional email; configures dynamic templates with session details as merge fields.
  

3. Slack

• Feature/Setting: Automate notifications to internal staff channels if feedback is missed; use Slack Incoming Webhooks or chat.postMessage.
  

4. Google Forms

• Feature/Setting: Automate unique form URL generation and automated submission data collection via created Google Forms API.
  

5. Typeform

• Feature/Setting: Automate personalized survey link creation and responses fetch via Typeform Connect & Webhooks.
  

6. Jotform

• Feature/Setting: Automate feedback capture via Jotform prefilled fields and automate submissions processing with API.
  

7. Gmail

• Feature/Setting: Automate feedback request emails using Gmail API to send and label follow-up status.
  

8. Outlook 365

• Feature/Setting: Automate sending request emails and reminder sequences via Microsoft Graph API, monitoring for replies.
  

9. Airtable

• Feature/Setting: Automate logging feedback status in Airtable tables using Airtable API; batch update instructor records.
  

10. Salesforce

• Feature/Setting: Automate workflow rules for requesting feedback; automate record update and case creation if feedback not provided.
  

11. Zoho CRM

• Feature/Setting: Automate feedback sequence and status updates with Zoho CRM Custom Functions/APIs.
  

12. HubSpot

• Feature/Setting: Automate marketing emails to clients for feedback and trigger internal alerts on missed responses via workflows.
  

13. Mailchimp

• Feature/Setting: Automate feedback campaign sequences using Mandrill Transactional API; track open and response rates.
  

14. Pipedrive

• Feature/Setting: Automate customer follow-up activities and attach feedback status to deals using Pipedrive API.
  

15. Asana

• Feature/Setting: Automate task creation/reminders for staff follow-up if feedback not received using Asana API.
  

16. Trello

• Feature/Setting: Automate board card creation for feedback tracking and due date reminders via Trello API.
  

17. Monday.com

• Feature/Setting: Automate workflow items for each session and schedule pulses for outstanding feedback using Monday API.
  

18. Microsoft Teams

• Feature/Setting: Automate posting to channels for missed feedback using webhook URLs and Teams Graph API.
  

19. Zendesk

• Feature/Setting: Automate ticket creation linked to clients for missed feedback; automate escalation workflows.
  

20. SurveyMonkey

• Feature/Setting: Automate survey distribution post-session and collect responses using SurveyMonkey API integrations.
  

21. Intercom

• Feature/Setting: Automate chat-based feedback requests and reminders to clients via Intercom Messaging API.
  

22. Google Sheets

• Feature/Setting: Automate log tracking of requests and responses; auto-update sheets via Google Sheets API.
  

Benefits

1. Automatedly ensures no feedback opportunity is missed after climbing sessions.

2. Reduces manual staff workload in tracking and requesting client feedback.

3. Enables quick, automated escalation for unresolved feedback requests.

4. Automatedly improves data accuracy and instructor performance monitoring.

5. Automates documentation for compliance and quality standards in climbing instruction.

6. Automating client communication enhances response rates and satisfaction.

7. Integrates and automates with current CRM, communication, survey, and reporting platforms.

8. Facilitates scalable, automatable staff management practices within recreation training businesses.