About This Automation
Requesting reviews and rewarding referrals after tutoring sessions requires checking schedules, drafting personal messages, tracking responses, and following up by hand. Skipped steps mean missed reviews, delayed referral rewards, and duplicate requests to the same family.
An automated version detects completed sessions, sends personalized review requests without duplication, and publishes strong reviews automatically. Referral offers and reward tracking happen on a consistent schedule instead of depending on someone remembering.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Marks a session or package as complete, starting the review and referral sequence.
The automation checks recent request history and drafts a personalized message referencing the tutor and subject.
Sends the personalized review request the same day the session is marked complete.
When a response rates 4 stars or higher, the review is published automatically.
Ratings below 4 stars are routed to an admin for a personal follow up before anything goes public.
The Referral & Reward emails a referral discount code to parents who left a positive review.
Logs the redemption and issues the reward or account credit once a referral converts.
Most popular tool stack used
— the complete tool combinations companies use
Acuity Scheduling
Google Sheets
Gmail
Google Business Profile
QuickBooks OnlineWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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