Requesting reviews and referrals from clients is essential for growing a coaching business, but manually tracking completed sessions, composing personalized emails, and following up with non-responders consumes significant time each week.
Automation monitors completed sessions and sends personalized review requests immediately, tracks client responses, and reminds non-responders automatically. Reviews are captured and logged directly into the CRM, freeing coaches to focus on client work instead of administrative follow-up.
The full workflow, from trigger to completion.
Automation detects when a client session is marked complete in the calendar or CRM. This triggers the review request workflow immediately.
The automation retrieves the client's name, email, and session details. This data is used to personalise the review request.
A personalised review request email is sent to the client. The email includes a link to a simple feedback form or reply instructions.
The automation creates a task or noteing that a review request was sent and the date it was sent.
The automation waits 7 days for a response. If no reply is received, it triggers a reminder workflow.
If the client has not replied after 7 days, a gentle reminder email is sent automatically.
When a review is received, the automation sends a notification to the coach with the review text and client name, ready for logging.
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