Review and referral requests arrive through email and web forms, but manually monitoring, extracting, and routing them consumes hours each week. The facility manager must repeatedly check multiple channels, assess quality, and manually enter data into systems.
Automation captures incoming reviews and referrals from all channels, extracts customer details, scores quality, and routes leads to sales instantly. The team receives consistent, verified referrals without manual data entry.
The full workflow, from trigger to completion.
A new email arrives or a form is submitted. The automation is triggered immediately.
The automation reads the submission, extracts customer name, contact info, and referral details, and normalizes the text for consistency.
The automation assigns a quality score based on sentiment, customer history, and likelihood of conversion. Scores range from 1 to 10.
If the score is 7 or higher, the referral is routed to sales. If lower, it is logged for review but not escalated.
A new lead record is created with all extracted details, quality score, and priority level.
A formatted message is sent to the sales team channel with the referral summary and a link.
An automated thank-you email is sent to the customer confirming receipt of their review or referral.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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