Reviews and referral requests are the process of following up with clients after a completed event to request feedback and referrals. Handling this manually across each job creates delays and inconsistent follow-through.
Automation identifies completed events, sends personalized thank-the team and review request messages, and monitors responses. It also triggers replies and referral offers automatically, improving response speed and consistency.
The full workflow, from trigger to completion.
When a catering event's status changes to Completed, the workflow starts automatically with the client and event details attached.
The automation drafts a personalized email referencing the event, guest count, and menu, then inserts direct links to the Google review page and referral offer.
The email sends automatically through the connected account, timed for two days after the event.
If no review appears within 5 days, an automatic text reminder goes out with the direct review link.
The platform checks daily and pulls in the new review text and star rating the moment it posts.
Reviews of 1 to 3 stars route to the owner to write a personal, careful reply rather than posting anything automatically.
Reviews of 4 to 5 stars get an AI-drafted thank-you reply posted straight back.
Once a positive review or referral is confirmed, a referral thank-you email with a discount code sends automatically.
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