Project Wrap-up & Feedback
Finish well, get feedback, win the next job
By LUCY·Project-based businesses
When a project is completed the client is asked how it went two days later, invited to review a day after that, and checked in on a month later for more work. Feedback that arrives is flagged and turned into a task.
What you get
- A "how did we do?" email two days after completion
- A review request the day after that
- A month-later check-in for repeat work
- An alert and a task for every piece of feedback
about 5 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
Project Wrap-up: after completion
When a project is completed
Wait 2 days
Email: "How did we do?"
Wait 1 day
Ask the client for a review
Wait 30 days
Email: "Anything else we can help with?"
Project Wrap-up: feedback received
When feedback is received
Notify your team: "New feedback from [name]. Read it and reply."
Create a task: "Respond to feedback from [name]"
Before you switch it on
- Make sure your review page is set up under Settings
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.