Browse Automations

Post Hire Survey

Improve your client experience and engagement as well as create an opportunity to earn more business with client surveys

Why is this helpful?

Always Be Closing (and Improving) with automatically generated post hire feedback surveys for clients. Use these to not only gain insight into the client experience, but also to trigger timely content and requests for new orders.

Remember, surveys do best when they are short and simple.  You can always build out your data through a series of quick surveys or polls that hit the candidate's inbox at just the right time.

  • Gather feedback to improve client experience and account manager engagement
  • Further engage clients and create an opportunity for more business
Deeper dive

We recommend a series of customized touches triggered by initial survey responses.

  1. Create a list in Herefish that looks for clients as they make a placement (or hire).

List segmentation screenshot for clients with placement

 

2. Once someone matches the above criteria, Herefish can trigger an email to the client contact with a post hire survey request.

Hello %FIRSTNAME%,
 
I wanted to connect quickly today to touch base and see how things are going with [ENTER YOUR COMPANY'S NAME] from your perspective?

If you could take a minute or two to send us your feedback via this survey here, I'd really appreciate it.

We are thrilled for the partnership and want to make sure that you are happy with our progress every step of the way.

Please feel free to reply back to me or schedule time for us to chat here.

I look forward to touching base with you soon.

Sincerely,

%OWNER%
%OWNERPOSITIONTITLE%
%OWNERPHONENUMBER%
%OWNEREMAIL%

 

3. Check out some additional ideas (and earn bonus points) to make this workflow work even harder for you.

Bonus points

  • Customize survey questions and/or followup content by other factors like job title, geography, facility type, etc
  • Send a text followup if survey is not completed after 2 days
  • If survey results are negative, schedule an immediate followup call task for the contact owner
  • If survey results are positive, schedule a content and/or order request email to go to the client 2 weeks later
  • Send a notification to the contact owner when a survey is completed
  • Adjust the client's score or status based on survey answers
  • Add note to client record when a survey is completed
Final Thoughts

This workflow doesn’t just help facilitate improvements to the client experience, it also creates an avenue for your sales leaders to add value and ask for additional business (and grow revenue).

Key metrics

  • Open rate
  • Survey responses
  • NPS
  • Client repeat business (should increase)
  • Revenue from repeat business

From making sure that your clients are receiving and completing the survey, to tracking how the survey impacts client experience and return business, you will need to make sure you carefully track these key metrics and overall campaign analytics.  Let Herefish automations make it easy for you.

This automation uses:

Workflow Builder

Send Email

Send Text

Send Survey

Send Notification

Add Task

Add Note

Update Sales Contact

Skill Level: Intermediate

Time: 30 minutes

Useful for: Sales teams looking for a better way to survey clients who have had a hire with your firm.

Results: Actionable feedback and NPS from engaged and profitable clients.

Ready to automate busywork?

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