Review and referral requests are critical for landscaping businesses to build reputation and generate word-of-mouth leads, yet the manual process is fragmented and slow.
Automation detects completed jobs, sends personalized review requests immediately, captures referrals through a structured form, and identifies top referrers in real time. The result is faster customer engagement, complete referral records, and timely recognition of loyal customers.
The full workflow, from trigger to completion.
A landscaping job is marked complete in the scheduling or invoicing system. The automation detects this event and retrieves the customer contact details and job information.
An automated email is sent immediately to the customer with a personalized review request and direct links to Google, Yelp, and Facebook review pages. The email is logged and tracked.
A Google Form is sent to the customer asking if they would like to refer a friend or family member. The form captures referrer name, contact details, and relationship to the customer.
If the customer submits a referral via the form, the referral data is automatically logged as a new contact with a referral source tag and the referring customer linked.
When a referral is received, a message is sent to the sales or marketing channel with the referral details and a link to the new contact for immediate follow-up.
If no review is received within 7 days, an automated reminder email is sent to the customer. The system tracks all touchpoints and logs them.
The system automatically tags customers who have referred 3 or more leads in the past 90 days, making them easy to identify for thank you campaigns and loyalty rewards.
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