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Customer Agent

Post-visit wellness follow-up

Checks in after an appointment to capture sentiment, facilitate rebooking for positive experiences, and escalate concerns to the appropriate team member before they go unaddressed.

Karisa Tate — Product Marketing, Klaviyo
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Within 24 to 48 hours of a customer's appointment or class, proactively reach out with a brief follow-up. Ask how they are feeling after the session. If they respond positively, make it easy to rebook or purchase a follow-up service or product. If they had a concern, escalate immediately to the appropriate team member. Write the post-visit sentiment and any feedback back to their profile to inform future marketing flows and appointment reminders.
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