Requesting reviews and referrals from music students is essential for growth, but manually composing personalized messages, tracking responses, and following up on leads consumes significant coordinator time each week.
Automation generates personalized review and referral requests immediately after each lesson, monitors incoming responses, and automatically creates new leads in the CRM. the team focuses on nurturing high-priority referrals instead of administrative tasks.
The full workflow, from trigger to completion.
The automation is triggered when a lesson is marked as complete or the CRM. Student details and lesson information are automatically captured.
The automation retrieves the student's email, phone, lesson type, and instructor name. This data is used to personalise the outgoing requests.
The automation composes a personalised review request email based on the lesson type and student name. The message includes direct links to Google Reviews and the school's website.
The personalised review request is sent to the student's email address from the school's account. A copy is logged for tracking.
The automation composes a personalised referral request message asking if the student knows anyone who might benefit from lessons. The tone is warm and non-pushy.
The referral request is sent to the student's email address. The send is logged and a notification alerts the team that a request has been sent.
Both the review and referral requests are recorded in the student's contact record with timestamps, message content, and status. This creates a complete audit trail.
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