Requesting reviews and tracking referrals after a job finishes requires pulling completed job lists, filtering eligible customers, and writing personalized messages by hand. Delays between job completion and outreach mean fewer reviews and slower referral rewards.
An automated version detects job completion, sends a personalized request right away, and watches review platforms for responses. It also tracks referral submissions and issues rewards without manual follow-up.
The full workflow, from trigger to completion.
A job status change to Complete instantly starts the workflow.
Cross-references to exclude opted-out, recently-contacted, or flagged customers.
Sends a personalized email with a direct link to leave a review.
Checks and Yelp daily for new reviews tied to recent requests.
Sends a second nudge if no review has appeared within 5 days.
Reads new referral form entries and matches them to customer records.
Automatically sends the gift card reward once a referral is confirmed.
Marks review and referral status on the contact record for reporting.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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