Professional Client Satisfaction Agent

A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.

The work it handles

Requests feedback after each deliverable and feeds the results to account management — continuously, in your systems, in your tone.

In your operation, requests feedback after each deliverable and feeds the results to account management — quality measured at every step, not just at the end — but doing it manually does not scale. Professional Client Satisfaction is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.

How it works

Professional Client Satisfaction connects to CSAT, Quality, Klaviyo and your email & retention stack. It reads your rules, brand voice and live data — then requests feedback after each deliverable and feeds the results to account management — quality measured at every step, not just at the end. Exceptions land with your team; everything else runs without another dashboard to check.

1. Work arrives — CSAT · trigger fired
2. Professional Client Satisfaction processes — Quality · rules applied
3. Validate output — Quality · policy check
4. Write back — Systems updated · team notified
5. Exception — Human review when needed

What it can deliver

• CSAT
• Quality
• Automated actions
• Drafts & summaries

Potential integrations

CSAT · Quality · Klaviyo · Shopify · Recharge · Postscript

Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.

Ownership and operation

Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.

Related workflows