Testimonial collection calls
The AI calls your happiest customers, asks permission to record, and delivers transcripts your marketing can quote.
Trigger
A customer gives a top score, renews, or hits a milestone you define.
Built from
Why teams set this up
Your best marketing copy is something a customer said on the phone last month, and nobody wrote it down.
A steady pipeline of real customer quotes
Permission captured on the recording
Stories collected while they are fresh
How the automation runs
A client renews for the third year and the sequence calls to ask what keeps them coming back. Eight minutes later, marketing has a transcript with three quotable lines about the exact objection prospects raise. The case study writes itself.
- 1Conditional branch
Only genuinely happy customers make the list
- 2Outbound call
The AI asks for a few minutes and permission to record the story
- 3CRM update
The recording and transcript attach to the contact
- 4Team notification
Marketing gets the quotable transcript delivered
- 5Email
The customer gets a thank-you and a copy of what they shared
The same workflow in different businesses
Agencies
Renewal moments become recorded success stories with permission already on tape.
Fitness studios
Members who hit milestones tell their story to the AI, and the wall of wins stays fresh.
Built from standard Frontdesk blocks
No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.
Growth journeys that include this workflow
This workflow is one step inside larger growth journeys that run the full customer lifecycle.
Cross-sell and upsell
Use customer context, behavior, timing, and eligibility to make relevant expansion offers.
See the journey →Plan upgrade automation
Recognize when customers are outgrowing a plan and make the upgrade path clear.
See the journey →Add-on recommendation flow
Use the current job, purchase, issue, or milestone to offer a useful add-on.
See the journey →Common questions
How does the testimonial collection calls workflow start?
A customer gives a top score, renews, or hits a milestone you define.
Which channels does this use?
This workflow runs over outbound voice, email. Each step can use the channel that fits the customer and the urgency.
Can my team stay in control of when it fires?
Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.
Does it keep our records up to date?
Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.
What happens when a customer needs a human?
The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.
Thinking bigger than one workflow?
The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.
Explore customer journeys →More from reviews and feedback
Ask at the right moment, and intercept problems before they go public.
Post-service review requests
Happy customers get asked for a review at the exact moment they are happiest, on the channel they actually open.
Negative feedback intercept
The unhappy customer talks to you before they talk to Google. Bad survey replies trigger an immediate manager alert and a same-day recovery call.
CSAT surveys by text
One-question satisfaction surveys by SMS, scored into your CRM, with every detractor routed to a human while the experience is still fresh.