Customer Success Automation
Automate a Task 1-2 weeks

Customer Feedback Collection

Systematically gather feedback at key moments in the customer journey

The problem

Your customer success team reacts to problems instead of preventing them. Without automated monitoring and proactive outreach, every at-risk customer is a surprise. For businesses dealing with scheduling chaos, this pain is especially acute.

Broken workflow
Before

At-risk customers are only identified after they've already decided to leave

Smooth workflow
After

Automated health scoring triggers proactive intervention before churn happens

The solution

We build a custom customer feedback collection system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.

  1. Map your customer journey from onboarding through renewal
  2. Design health scoring, monitoring, and intervention triggers
  3. Build automated touchpoints and escalation workflows
  4. Deploy with dashboards and team training on the new system
Automate a Task
Reclaim 5-10 hours per week
Timeline: 1-2 weeks Support: 30 days

Expected results

Faster response times without adding headcount

Consistent execution regardless of team workload

Clear ROI within 30 days of implementation

How we'd approach this

This is typically a Automate a Task engagement (1-2 weeks).

Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.

Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.

What's included

  • Working automation deployed in your environment
  • Documentation and training
  • 30 days of support
Learn more about Quick Wins →

FAQ

1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.

Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.

That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.

30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.

We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.

Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.

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Book a discovery call