Client Satisfaction Pulse Check
A done-for-you professional services automation built for the Partner, connecting Slack so the work below happens on its own.
What this automation does, step by step
After completing a major deliverable, a tax return, an audit, a financial model, this automation automatically sends the client a short satisfaction survey.
Any response below a set score triggers an immediate notification to the partner so a dissatisfied client gets a personal call before they've had time to consider taking their business elsewhere at the next engagement cycle.
- Typeform or a survey tool
- Zapier or Make.com
- Slack or email
- A CRM
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
The manual version of this puts the entire workload on a partner, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
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
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