Requesting reviews and referrals after a completed job is a manual, multi-step chore involving pulling contact details, drafting messages, and tracking responses in a spreadsheet.
An automated version sends a personalized review request the moment a job closes, follows up if there is no response, and flags new reviews for a quick approved reply.
The full workflow, from trigger to completion.
A job status change to Complete starts the review and referral workflow automatically.
The automation pulls the customer's contact details and drafts a personalized review request.
The drafted message is sent to the customer by email within an hour of job completion.
If there is no response after 5 days, a text reminder goes out automatically.
The automation checks for new reviews daily and drafts a suggested reply for each one.
The admin approves or edits the drafted reply, then posts it in seconds instead of writing from scratch.
The automation identifies repeat or high-satisfaction customers and emails a referral offer with the incentive.
Each referral request and its incentive status is recorded automatically for tracking.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
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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