Send offboarding and testimonial request emails to clients
Send offboarding and testimonial request emails to clients
When a project task moves to Closed, your offboarding and testimonial collection often get skipped. Collect testimonials and referrals with a closing email and brief timed reminders same day.
Workflow preview:
Zap details:
Overview
Closing projects is a high-value moment — but feedback and referral opportunities are lost when follow-up slips. This flow sends a closing email immediately, nudges clients, classifies testimonials with AI, and routes positives to referral outreach while flagging negatives for rescue, all within a brief follow-up window.