S02
90-Day New Client Program
Every new client gets a check-in at 90 days and a chance to share feedback, and happy clients turn into referral opportunities.
- Salesforce
- SurveyMonkey
- Zapier
What changes
Without it
Replying to every online review helps your reputation, but it's easy to fall behind.
With it
When a new Google review comes in, AI drafts a reply. Your team reviews and approves it before it is posted.
How it works
A new Google review comes in
AI writes the reply
Your team reviews and approves it before posting
Automations in this system
-
AI review replies
Writes a reply using AI. Each draft is ready for your team to review and approve before posting.
Built with
- Google Business Profile
- AI
- Zapier
Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Related systems
S10
Birthdays and Firm Anniversaries
Personal touches that clients remember, sent automatically.
- Salesforce
- Zapier
S11
Holiday Outreach
Reach every client on the holidays that matter, automatically.
- Salesforce
- Zapier
Want to see what we'd automate
first in your practice?
Start with a CRM and operations audit, or bring the one process that slows your office down.