Collecting client reviews and referrals is critical for clinic growth, but manual processes waste staff time and miss opportunities. Staff spend hours each month drafting emails, searching for reviews, and logging referral data inconsistently.
Automation sends personalized review requests immediately after appointments, captures referral information in real time, and routes leads directly to the CRM. the team focuses on client care while reviews and referrals flow in automatically.
The full workflow, from trigger to completion.
The automation is triggered when an appointment is marked as complete in the booking system or a new entry is added to the appointment log.
The automation retrieves the client's name, email, and appointment type from the booking system or.
A personalized review request email is automatically sent to the client, with links to Google Reviews and embedded.
A follow-up message or embedded form is sent asking the client to provide referral contact details. Responses are automatically logged.
Referral information submitted by the client is automatically converted into a new contact and lead record with a source tag.
A notification is sent to the marketing or sales team with the referral details, triggering immediate follow-up outreach.
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