Requesting customer reviews and capturing referrals are done manually across email, spreadsheets, and messaging tools. Staff spend hours each month drafting personalized emails, logging referrals, and routing leads with no systematic tracking.
Automation monitors job completions and sends templated review requests the same day, while referrals from any channel are instantly captured and routed to sales with full context. the team focuses on relationship building instead of data entry.
The full workflow, from trigger to completion.
Automation monitors the project management system or a manual trigger for job completion. When a job is marked complete, the workflow starts.
The automation retrieves customer name, email, and job details from the project system and passes them to the next step.
A templated review request email is sent automatically to the customer with a personalized greeting and direct links to review platforms.
The automation records the review request, including the send date and customer contact info, for tracking and follow-up.
A simple referral form is embedded in emails and on the website. When a customer submits a referral, the data is captured automatically.
Referral details are automatically added as a new contact with the referrer name and source tracked.
A message is sent to the sales channel with the referral details and a direct link to the new contact.
If no review is detected after 7 days, a follow-up email is automatically sent to the customer.
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