07 / Agency systems
Make a strong finish create the next opportunity.
Post-delivery workflows identify the right moment to request feedback, reviews, or referrals. Messages remain thoughtful and reply-aware, while the timing and follow-through no longer depend on memory.
How the system moves
One connected path, fewer manual handoffs.
- 01Work is completed
- 02Client experience is checked
- 03The right request is sent
- 04Response is recorded
Built around your workflow
What the system can include
The final scope depends on the way your agency already works. We keep what is useful, connect what is disconnected, and add only what the workflow genuinely needs.
- 01 Delivery-triggered request timing
- 02 Feedback and satisfaction checks
- 03 Review request sequences
- 04 Referral request workflows
- 05 Reply and completion stopping rules
- 06 CRM updates and reminder tasks
What changes
A system your team can rely on.
We define success around the bottleneck being removed—not the number of automations, integrations, or tools installed.
- More consistent review requests
- Better-timed referral asks
- Stronger post-project follow-through
- Less manual outreach
Is this where your agency is slowing down?
A focused 30-minute call to understand the workflow, identify the first system worth fixing, and see whether Refyra is the right team to build it.
No preparation required. No obligation to move forward.
Find What to Automate First