Client feedback is gold but most people forget to ask for it at the right time. You can automate this entire process with low-code tools.
Here’s a simple setup I’ve used for agencies and freelancers:
- When a project is marked as Completed in ClickUp, Notion, or Airtable…
- Send an automatic email or WhatsApp message asking for feedback.
- Collect responses using Tally or Typeform.
- Store the answers back in your project database.
This small system improves client relationships and helps you collect testimonials without reminders. It’s one of those “set it and forget it” automations that keeps adding value over time.
Would you like me to share the exact email message I use for feedback collection?