Manually identifying eligible customers, composing personalized outreach, and tracking responses across email and spreadsheets consumes significant time daily. Staff context-switch between multiple tools and repeat data entry, slowing response times and limiting outreach volume.
Automation identifies eligible customers automatically, segments them by type, and sends personalized review and referral requests in minutes. Responses are captured, qualified, and routed to sales without manual intervention.
The full workflow, from trigger to completion.
A customer record is marked as completed or an invoice is marked paid in the accounting system. The automation checks eligibility rules and initiates the workflow.
The automation evaluates customer profile, purchase history, and engagement level to determine whether to send a review request, referral request, or both. Decision is logged.
A templated email is generated with the customer's name and relevant details, then sent. The email includes a unique link survey for reviews or referral capture.
Customer reviews and referral details are submitted directly survey. Responses are automatically logged and timestamped.
The automation reviews referral submissions, extracts contact details, and scores each referral by fit and likelihood. High-quality referrals are flagged for immediate action.
Qualified referrals are automatically created as new contacts or leads, with source attribution and quality score populated.
A message is sent to the sales channel with a summary of new referrals, including contact name, company, and quality score. A link is included.
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