7-Day Satisfaction Pulse

What it does

It sends a brief satisfaction check-in 7 days after delivery or onboarding with 2 – 3 simple questions. Low scores trigger immediate follow-up tasks so you can fix problems before they become bad reviews or churn.

Why I recommend it

Most dissatisfaction festers silently until it explodes as a bad review, refund request, or quiet cancellation. A quick pulse catches issues while they’re still fixable and shows clients you care about their experience.

Expected benefits

Fewer bad reviews and public complaints
Earlier detection of delivery or onboarding issues
Higher retention by fixing problems fast
Better product/service improvement insights

How it works

7 days after delivery or onboarding → automated email or SMS with 2 – 3 rating questions → if score below threshold, create urgent callback task and alert manager → if score high, tag for review request later.

Quick start

Create a simple two-question survey: “How satisfied are you so far?” (1 – 10) and “What could be better?” Send it manually first to test timing and wording, then automate delivery and response handling.

Level-up version

Branch follow-up based on score: low scores get immediate calls, medium scores get helpful resources, high scores get review requests. Track scores over time to identify delivery quality trends and problem patterns.

Tools you can use

Survey: Typeform, Tally, Google Forms, SurveyMonkey

Email/SMS: GoHighLevel, Twilio, CRM messaging

CRM: GoHighLevel, HubSpot, Pipedrive

Automation: Zapier, Make, n8n

Technical implementation solution

No-code: CRM trigger 7 days after delivery date → send survey link → survey response triggers score check → if low, create task + alert → if high, tag for review request.
API-based: Scheduled job checks delivery dates → email/SMS API sends survey → survey webhook receives response → CRM API creates task if score low → messaging API alerts team.