About This Automation
Requesting reviews and referrals after a completed job depends on someone remembering to pull the job list, check eligibility, write a personal message, and track responses by hand. When this happens inconsistently, eligible customers are missed and referral leads slip through unnoticed.
An automated version reviews completed jobs, filters out ineligible ones, drafts and sends each request, and watches for new reviews. It logs every touchpoint and flags the customer and reward whenever a review or referral needs a personal thank-the team.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Status change fires the workflow for that customer record.
Checks for open complaints, unpaid balance, or a prior request before continuing.
Writes a review and referral message referencing the job type and technician name.
Message goes out by email and text with a direct link to leave a review.
Customer, job, and send date are recorded automatically in the tracker.
If no review appears within 5 days, a single reminder goes out automatically.
Once a review posts or the follow-up window closes, admin gets a alert with the customer name so they can send the thank-you gesture.
Most popular tool stack used
— the complete tool combinations companies use
ServiceTitan
Gmail
Google Sheets
Podium
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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