This workflow automatically manages client communication from initial estimate through project completion, sending targeted follow-ups and collecting feedback to improve customer retention and generate referrals.
New estimate is generated and sent to potential client
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Detailed explanation of each automated stage in the workflow.
A new painting estimate is created and automatically sent to the client. This triggers the automated communication sequence.
Automatically schedules follow-up communications at 3 days, 1 week, and 2 weeks after estimate delivery. Creates tasks in project management system.
Evaluates if client has responded to estimate or requested modifications. Routes to appropriate communication path based on response type.
Delivers personalized follow-up based on client response status - proposal modifications, scheduling availability, or gentle reminder with project benefits. Includes relevant project photos from similar work.
Automatically updates crew scheduling and material ordering timelines based on client acceptance. Coordinates with BuilderTREND for project sequencing.
Dispatches post-project satisfaction survey and requests online reviews 2 days after job completion. Includes before/after photos from the project.
Creates comprehensive report showing response rates, conversion metrics, and client satisfaction scores. Identifies opportunities for referrals and repeat business.
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