About This Automation
Requesting reviews and referrals after a job finishes involves confirming completion, drafting a personal message, sending follow-ups, and checking review sites by hand. This chain of manual steps delays outreach for days and often gets skipped when staff are busy.
An automated version detects job completion, sends a personalized review request right away, follows up by text if needed, and tracks outcomes automatically. Satisfied clients are then prompted for referrals without anyone having to remember the sequence.
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.
Fires an update the moment a job status changes to Complete, kicking off the review and referral sequence automatically.
The Job Completion Sync pulls the client's name, email, phone number, and job type and writes a new row to the tracking sheet.
The Review Request generates a review request tailored to the job type and client name, ready to send within minutes of completion.
The email goes out from the business account with a direct link to the Google or Facebook review page.
If no review is logged within 48 hours, a short SMS reminder goes out.
Once a review is confirmed posted, a referral ask goes out automatically to the same client, offering a small incentive.
If no review appears after 7 days, the workflow flags the client for a personal follow-up instead of another automated nudge.
Whether the review came through automation or a manual escalation, the final status and date get recorded in the shared tracking sheet.
Most popular tool stack used
— the complete tool combinations companies use
Jobber
Gmail
Twilio
Google Sheets
Microsoft Outlook
Microsoft Excel
RingCentralWhat 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.
Map This AutomationNo credit card required. It's free.
Page updated