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AI & automation

Marketing automation and NPS surveys.

Hands-off surveys
The NPS question reaches the client by email or WhatsApp right after the purchase.
Reviews in one place
We guide promoters to a public review; answers are stored and sorted in your CRM.
Detractors to the rep
An unhappy client reaches the rep immediately, while the issue can still be fixed.
Segments and triggers
Segmentation and triggered campaigns re-engage dormant clients via Make or Zapier.

We measure loyalty and grow repeat sales: surveys, reviews and campaigns run on their own.

NPS automation asks the customer whether they would recommend you after a purchase, collects reviews and triggers the right campaign without the team. Launch in 1-2 weeks, with an effect of more repeat sales and a fast reaction to unhappy clients.

Quick answer

Marketing automation and NPS surveys connect CRM, email and WhatsApp: after a purchase the client automatically receives the recommendation question, answers are sorted and segmentation triggers the right campaign with no manual work. A basic scenario goes live in 1-2 weeks on Make or Zapier and multiplies the share of reviews collected. Request a quote and we reply within 24-48 hours.

Here we explain marketing automation and NPS surveys for small and medium businesses in Valencia and across Spain. NPS (Net Promoter Score) is a loyalty metric based on a single question: “How likely are you to recommend us, from 0 to 10?” Answers of 9-10 are promoters, 7-8 are passives and 0-6 are detractors. We cover how to send the survey automatically after a purchase or service, collect and sort reviews, segment customers and trigger campaigns, re-engage dormant clients and route unhappy ones straight to the rep. These scenarios are built on no-code platforms (Make, Zapier) and CRM integrations with email and WhatsApp via API. Below you will find a step-by-step launch plan, a reference for levels and timelines, the original source of the NPS metric from Harvard Business Review and answers to common questions. At the end, our “AI & automation” packages with real prices and related services.

How do you set up an automatic NPS survey after a purchase?

One question at the right moment, then automatic sorting of answers

The NPS survey is built around one recommendation question on a 0-10 scale. The key is to send it at the right moment: a few days after the purchase or once the service closes, while the impression is fresh. Then the scenario sorts answers itself: promoters (9-10) go to a public review, passives (7-8) enter a campaign and detractors (0-6) are routed straight to the rep. It is built on Make or Zapier over your CRM, email and WhatsApp without an in-house developer.

Marketing automation and post-purchase NPS survey dashboard
The automatic NPS survey reaches the client after the purchase and answers are sorted in the CRM.
  1. 1Define the trigger event: payment, delivery or service closure in the CRM.
  2. 2Choose the survey channel: email or WhatsApp for your audience.
  3. 3Write one NPS question with a 0 to 10 scale.
  4. 4Set the send delay: 2-5 days after the event, while the impression is fresh.
  5. 5Set the branching logic: promoters, passives and detractors by score.
  6. 6Connect the CRM, email and WhatsApp in Make or Zapier via API.
  7. 7Add detractor hand-off to the rep and review collection from promoters.
  8. 8Go live, measure NPS and the review rate, then expand to campaigns.

How much does marketing and NPS automation cost and what is included?

Review collection and customer feedback sorting to grow loyalty
Promoter reviews are collected and sorted; detractors go straight to the rep.

Price depends on the number of scenarios and channels, not company size

Cost is driven by the number of scenarios (survey, review collection, segmentation, re-engagement), how many channels you use (email, WhatsApp) and the complexity of the logic. A basic NPS survey with answer sorting costs noticeably less than full marketing automation with triggered chains. Exact prices for “AI & automation” are in the packages block below; here is a reference of what each level covers and who it fits.

LevelWhat we automateTimelineWho it fits
StartPost-purchase NPS survey and sorting by score1 weekSmall business, first loyalty measurement
GrowthSurvey + review collection, segmentation and detractor hand-off2 weeksBusiness with client flow and repeat sales
Loyalty turnkeyTriggered campaigns and re-engagement of dormant clients by segment3-4 weeksCompanies growing LTV and repeat sales

Why is NPS the key loyalty metric for growth?

A single recommendation question is linked to company growth

NPS is valuable because it reduces loyalty to a single question that is easy to ask automatically and compare over time. A customer’s willingness to recommend is a strong predictor of growth: promoters bring new clients and buy again, while detractors warn of a problem before it hits revenue. That is why the survey should be sent automatically after each purchase and answers routed to their scenarios right away.

Expert opinion
«A customer’s willingness to recommend the company (Net Promoter Score) is one of the strongest predictors of growth: the answer to a single recommendation question correlates with the company’s growth rate.»
Harvard Business Review (Fred Reichheld), Article “The One Number You Need to Grow” (HBR, 2003) — the original source of the NPS metric. Source
Conclusion

In short: where to start and what to expect.

Marketing automation and NPS surveys measure loyalty and grow repeat sales with no manual work. Start with one automatic post-purchase survey (an NPS question by email or WhatsApp) and answer sorting: promoters to a review, detractors to the rep. It is built on Make or Zapier over your CRM in 1-2 weeks. Cost depends on the number of scenarios and channels, not company size. From there you add segmentation, triggered campaigns and re-engagement of dormant clients. Willingness to recommend is a strong predictor of growth, so the metric is worth measuring regularly. Request a quote and we will prepare your plan and estimate for “AI & automation” within 24-48 hours.

AI and automation

AI automation

n8n, Make, GPT-API, voicebots and document OCR, from €490, paid once. We count the hours routine work eats up and automate exactly that: basic automation is live in 4-5 days.

We start by mapping your processes: we find where someone copies data by hand from an email into a spreadsheet and from there into the CRM, and remove exactly those steps. It goes in once and the automations then run on their own, with no monthly fee to us. Everything is built on your accounts and credentials, so the solution stays yours even without us. Custom AI development in Spain starts at €3,000; our Start tier is six times cheaper.

Routine gone in 4-5 days

SEO7 Start
from€490

We find where your time leaks and move repetitive tasks into automated scenarios. We calculate the savings in hours and money before starting.

à la carte
€860
Discount
−€370
Timeline
4-5 days
  • 3-5 ready n8n/Make scenarios
  • AI consulting + strategy
  • Automation audit
Top

AI inside your processes

SEO7 Pro
from€1490

Automation starts understanding text: it sorts emails, reads invoices, drafts proposals and answers clients 24/7.

à la carte
€2600
Discount
−€1110
Timeline
10-14 days
  • Smart AI scenarios with GPT
  • Marketing and reviews automation
  • Generative content engine
Pro

Autonomous AI agents

SEO7 Max
from€2900

A multi-agent system with distinct roles, a private model on your own server and search across your knowledge base. Data never leaves your side.

à la carte
€5100
Discount
−€2200
Timeline
21-30 days
  • AI employees: sales agents
  • Local LLM on client server
  • AI avatar for presentations

Shall we discuss your project?

A short brief, and we’ll come back with a plan and quote within 24-48 h. No pressure.

Frequently asked questions.

What is an NPS survey in simple terms?

It is a single question to the client: “How likely are you to recommend us, from 0 to 10?” Answers of 9-10 are promoters, 7-8 are passives and 0-6 are detractors. The NPS loyalty score is the difference between the share of promoters and detractors.

How long does it take to launch NPS automation?

A basic NPS survey with sorting launches in 1 week. The scenario with reviews and segmentation takes 2 weeks. Triggered campaigns and re-engagement turnkey take 3-4 weeks. Timelines depend on the number of channels and access to your CRM. The longest part is agreeing the survey and campaign texts with you.

Through which channels are surveys and campaigns sent?

Usually by email and WhatsApp, which give a high open rate. We pick the channel for your audience and CRM data. We set up the connection in Make or Zapier so the survey and campaigns go out automatically on a trigger.

What happens with unhappy clients (detractors)?

A detractor scoring 0-6 reaches the rep immediately via a CRM or messenger alert, while the issue can still be fixed. This lowers churn and often turns dissatisfaction into a repeat purchase. Replying to the client within hours of a low score does more than any discount later.

What is customer segmentation and why is it needed?

Segmentation splits clients by behaviour and status: promoters, passives, dormant, new. Each segment gets its own triggered campaign, so messages hit the target instead of going to everyone. Segments are recalculated automatically from CRM data; there is no need to update lists by hand.

How does re-engagement of dormant clients work?

The scenario tracks the date of the last purchase. If a client has not returned within a set period, they automatically receive a triggered campaign with a reason to come back: a reminder, a selection or an offer. The dormant base starts selling again.

Do you need an in-house developer to automate marketing?

No. Surveys, review collection and campaigns are built on no-code platforms (Make, Zapier) and CRM integrations with email and WhatsApp via API. We set everything up turnkey and hand you a working system with instructions. Survey and campaign texts can later be changed by your team without coming back to us.

How does automation help collect more reviews?

After the survey, promoters (9-10) are automatically guided to a public review on the right platform while the emotion is fresh. This multiplies the review rate compared with occasional manual requests. The request goes only to promoters, so the share of negative public reviews does not grow.

Is it safe to connect campaigns to our client base?

Yes, when set up correctly. Connections use official APIs and access tokens, permissions are kept to a minimum, opt-in consents are respected and actions are logged. We do not share your data with third parties without consent. Unsubscribing works in one click, and a client who opts out no longer receives the campaign.

What is included in the marketing and NPS automation price?

The price includes an audit, turnkey setup of the survey and scenarios, connection of CRM, email and WhatsApp, testing on real data, team instructions and launch support. Platform and sending subscriptions are paid separately at their own rates. We state the subscription costs before the start so the full budget is visible.

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