Co-founders capture NPS after placement and drive follow-up

Client success managers at staffing firms miss post-placement feedback when surveys aren't sent, putting renewals and client relationships at risk. It ensures timely follow-up.

Overview

Staffing co-founders risk losing renewals when post-placement sentiment goes unmeasured. This workflow turns every placement into a tracked NPS request with reminders and CSM notifications, eliminating missed feedback and enabling faster corrective action.

Notable Features

Create client survey record instantly
Send NPS request and reminders
Track response status for follow-up