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.
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.
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