CSI Survey Timing Automation
A done-for-you automotive automation built for the CSI Coordinator, connecting Slack and Mailchimp so the work below happens on its own.
What this automation does, step by step
The manufacturer-required Customer Satisfaction Index survey is automatically sent after a purchase or service visit, timed to the specific window that historically produces the highest response rate and the fairest reflection of the actual experience, rather than firing off immediately or getting delayed until it's irrelevant.
Any response indicating a problem is automatically routed to the CSI coordinator for same-day resolution before the survey is finalized, since a dissatisfied customer who gets a fast, personal fix often ends up submitting a far better score than the one they would have given in the moment of frustration.
- DMS (e.g., CDK Global or Reynolds & Reynolds)
- Zapier or Make.com
- Mailchimp (email campaigns)
- Slack (escalation alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a csi coordinator is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It's the kind of work that quietly eats hours every week.
With this automation
- Review requests timed to the moment the job is done
- Instant manager alerts when a customer reports a problem
- Alerts when a new review needs a response
- Survey and NPS results that reach the people who can act
Often built alongside this one
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