Pair Harvest time-tracking and invoicing with Responsly client-satisfaction and team-pulse surveys
Harvest is the time-tracking and invoicing platform that agencies, consultants, and professional services teams rely on for billing accuracy and project profitability. Responsly adds the feedback layer around those engagements — client satisfaction, team pulse, and mid-project health signals that Harvest’s project records lack on their own.
For agency owners, consulting leaders, and professional services operations running Harvest, this integration turns every project into a structured learning opportunity, and every client relationship into a dataset that drives retention and growth.
Where Harvest and Responsly combine best
Post-project client satisfaction
When a Harvest project closes or the final invoice is sent, a short client-facing Responsly survey captures satisfaction and likelihood to recommend. Patterns across projects reveal which services, team compositions, and engagement structures consistently produce happy clients.
Mid-project health checks
Long engagements benefit from a 2-question survey halfway through (“how is this project going from your perspective?”). Early warning signals — poor communication, scope concerns, confidence erosion — surface before they turn into losses.
Team workload pulse
A monthly anonymous survey to the delivery team captures workload, skill match, and satisfaction with project assignments. Resource planning and retention initiatives get backed by actual data instead of impressions from leadership 1:1s.
Client NPS tracking
Annual or bi-annual NPS sends to the client roster show retention health across the book. Declining NPS correlates to churn risk; rising NPS signals upsell or referral opportunity. Both are actionable by client success teams.
Project retrospective data
Team retrospectives gain structured data from mid-project and post-project surveys. Instead of “how did we feel about this project?”, retros start with “here’s the data, let’s discuss the themes.”
Setting up Responsly with Harvest
- Build the surveys in Responsly. Post-project CSAT (client-facing), health check (client or team), workload pulse (team, anonymous).
- Configure Harvest integration. Use Harvest’s API or an automation tool to watch for project milestones and invoice events.
- Pass Harvest project ID as hidden field. Every response tags automatically with the project for reporting.
- Send the survey at the right moment. Post-invoice, at project close, mid-engagement, or on a scheduled team cadence.
- Review and act. Weekly or monthly review of responses; close the loop with clients and the team visibly.
Practices that make professional-services feedback valuable
Send post-project surveys fast. Within 48 hours of engagement end. Delayed surveys get delayed responses and weaker recall.
Keep client surveys short. 3-5 questions is the sweet spot. Clients’ busy — longer surveys drop response rates below useful.
Make team surveys truly anonymous. If leadership can identify respondents, honesty degrades. Use a tool and process that demonstrably separates responses from identity.
Act on patterns, not individual responses. A single difficult client response isn’t a crisis; 30% of clients citing “communication” as an issue is the pattern worth acting on.
Close the loop with clients. When client feedback drives a service change, tell the clients who flagged it. “You said status updates were confusing — we’re changing to weekly Monday-morning reports.” Drives retention and repeat business measurably. See how to close the feedback loop.
Project data plus feedback data for better outcomes
Connect Responsly to Harvest and every project becomes more than time and dollars. Client satisfaction data, team health data, and trend data across the book all accumulate into the evidence agencies and consultancies need to retain, grow, and improve engagement by engagement. For NPS methodology to track client loyalty over time, see our NPS implementation guide. For team pulse survey methodology, see our pulse survey guide. For automation tools to trigger surveys from Harvest events, see the Zapier integration or Make integration.
