Catch unhappy customers before they churn.

What it does

One closed loop.

1. 1
   Quarterly Send — schedule trigger

   Cron expression 0 9 1 1,4,7,10 *. Fires 9am on the first of January, April, July, and October. Pulls active customers, splits, and sends each one a one-question NPS email with a tracked survey link.
2. 2
   Sample Active Customers (replace this)

   Ships with two sample customers. Replace with an HTTP Request to your CRM (HubSpot, Pipedrive, Close, Salesforce). The survey link carries the customer ID so the response webhook can match the score back to the account.
3. 3
   NPS Response Webhook

   A separate trigger. Wire your survey form (Tally, Typeform, your own page) to POST {score, name, email, comment} to the webhook URL when a customer submits.
4. 4
   Score 0 to 6 → Detractor Recovery Email

   An IF node checks if score <= 6. If true, the workflow sends a short, honest recovery email offering 15 minutes with the owner. No sales pitch in the email. Just a fix list.
5. 5
   Score 9 or 10 → Promoter Referral Ask

   A second IF node checks if score >= 9. If true, the workflow sends a referral ask: one warm intro, you draft the note. No coupon code, no leaderboard. The ask is the offer.
6. 6
   Score 7 or 8 → Tag Passive in CRM

   Falls through both IF nodes. The HTTP Request node tags the contact as nps-passive in your CRM with the score so you can segment them for the next nurture cycle.

Use it in your business

Vertical-specific framing