About This Automation
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.
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.
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.
Most popular tool stack used
— the complete tool combinations companies use
ServiceTitan
Gmail
Google Business Profile
HubSpot
Twilio
Yelp ConversionsWhat 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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