Post-Consultation Experience Survey
Immediate feedback after consultation to identify conversion blockers and improve signing rates
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Post-Consultation Experience Survey automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Acting on feedback = 20% higher retainer signing rates..
How It Works
1
Consult Done
Completed without same-day retainer
2
Wait 2 Hours
Reflection
3
SMS: Survey
"How was your consultation? 30-second survey: {{link}}"
4
Experience
Rate experience, barriers (cost, timing, confidence, info)
5
Barrier?
Identify blocker
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.