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188 automations found
Ask your happiest clients for video testimonials — the most powerful form of social proof
Ask your happiest clients for video testimonials — the most powerful form of social proof.
Strategically timed review requests — 10 days after filing for refund clients, 30 days for balance-due
Strategically timed review requests — 10 days after filing for refund clients, 30 days for balance-due. Satisfaction check routes happy clients to Google and unhappy to service recovery.
AI drafts personalized responses to all reviews — positive and negative — for manager approval before posting
AI drafts personalized responses to all reviews — positive and negative — for manager approval before posting.
After exceptional outcomes, request written or video testimonials for marketing
After exceptional outcomes, request written or video testimonials for marketing.
Detect clients who haven't visited in X days and launch win-back before they're gone for good
Detect clients who haven't visited in X days and launch win-back before they're gone for good.
Automatic thank-you when new client arrives via referral, with optional referral credit/gift
Automatic thank-you when new client arrives via referral, with optional referral credit/gift.
Automated birthday and client anniversary with optional offers — personal touch at scale
Automated birthday and client anniversary with optional offers — personal touch at scale.
Annual NPS measuring satisfaction
Annual NPS measuring satisfaction. Promoters are asked for referrals, detractors get immediate attention.
Automated membership/subscription renewal sequence starting 30 days before expiration with escalating urgency
Automated membership/subscription renewal sequence starting 30 days before expiration with escalating urgency.
Structured referral program with unique tracking links and automated follow-up for referred prospects
Structured referral program with unique tracking links and automated follow-up for referred prospects.
Monthly nurture for referral partners (attorneys, FAs, realtors) with value content and check-ins
Monthly nurture for referral partners (attorneys, FAs, realtors) with value content and check-ins.
Identify top 20% of clients by value and give them VIP treatment — personalized touchpoints that keep them loyal
Identify top 20% of clients by value and give them VIP treatment — personalized touchpoints that keep them loyal.