This process gathers customers whose jobs recently finished, asks them for reviews and referrals, and tracks the results. Each step depends on manual lookups and hand-written messages, so requests go out late and referral records fall out of date.
The automated version detects finished jobs, drafts and sends personalized requests, and watches review platforms for new activity. It keeps referral tracking current and routes anything sensitive to a person, so outreach happens sooner and nothing slips through.
The full workflow, from trigger to completion.
Flags a job as complete and adds the customer to the outreach queue.
The outreach writes a tailored review and referral message using the job type and customer history.
The message is sent automatically on the same day the job is marked complete.
The system checks continuously for newly posted reviews and captures the star rating.
Reviews of 4 stars or higher get an automatic, personalized thank-you reply.
Reviews under 4 stars trigger a alert to the owner so a personal reply goes out quickly.
Review outcome, referral status, and reward eligibility are logged automatically.
Customers who have not responded after 5 days get an automatic follow-up email.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
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