The 5 Minute Customer Feedback Automation that gets responses on Autopilot

Most agencies are leaving valuable client insights on the table because their feedback process is broken or non-existent.

You've delivered a great service, but you don't have a reliable way to get feedback or testimonials. You end up chasing clients for weeks, or worse, just skipping it altogether. This means you’re missing out on key insights to improve your service and powerful social proof to attract new clients.

I can built you an automated feedback system that gets a near-perfect response rate by making it effortless for the client and hands-off for you.

Here’s the simple 3-step automation we use:

Project Completion Trigger: The automation is triggered the moment a project is marked as "complete" in your project management tool.

Automated WhatsApp Check-in: Two days later, a personalized WhatsApp message is sent to the client. This message is simple and friendly, like "Hey [Client Name], just wanted to quickly check in—how was your experience with the project?"

The message includes a link to a form that only asks one or two key questions, like a simple "How likely are you to recommend our service to a friend?" on a 1-10 scale. If they rate you highly (e.g., a 9 or 10), it automatically asks them for a testimonial and permission to use it.

This system turns a painful, manual process into a seamless one. It captures critical feedback without any effort on your part, saves you hours of follow-up time, and helps you collect high-quality testimonials to use in your marketing. You can get real-time feedback on every project and build a library of social proof that sells your service for you.

Setting this up takes less than an hour, and the tools cost under $200/month. The ROI is immediate—you'll get valuable insights to improve your client experience and a consistent stream of testimonials that can help you close more deals without spending more on ads.

What's one part of your client feedback process that you find most frustrating? Let me know in the comments.

7 comments