Client Retention

Project Complete → Testimonial

A post-project retention workflow that gives the client time to settle, then asks for feedback while the project experience is still fresh.

4 stepsRequires Zapier Starter or higher10 minEasy

TodoistGmailGoogle Sheets

What you get

Every finished project gets a testimonial request.

Feedback is collected into one place.

A successful project creates a reusable marketing asset.

Workflow blueprint

When this happens

TodoistNew Completed Task

1DE

Delay by ZapierDelay For

2GM

GmailSend Email

3GS

Google SheetsCreate Spreadsheet Row

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 4 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 4 steps arrive on the canvas wired in order, and 3 of the 4 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →