Review and referral requests are sent manually to customers after job completion, requiring daily scanning of job records, eligibility checks, and email composition. Manual tracking of responses and referral leads across multiple tools creates delays and missed opportunities.
Automation identifies eligible customers, sends personalized requests, captures responses, and routes referral leads to sales on the same day. The process runs continuously with minimal human oversight.
The full workflow, from trigger to completion.
A roofing job is marked complete. The automation platform captures the job ID, customer name, email, and job type.
The automation reviews the customer record for exclusion flags (pending invoices, complaints, warranty disputes) and decides whether to proceed with review and referral outreach.
If eligible, the automation generates a personalised review and referral request email and sends it. The send is logged.
The automation monitors the inbox for replies to the review request email. When a response arrives, it is captured and parsed.
The automation reads the customer response and extracts any referral leads, review commitments, or contact information mentioned.
The response, referral leads, and review status are logged as a contact activity for future reference.
If a referral lead is found, a message is sent to the sales team with the lead details and customer context.
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.
Map This AutomationNo credit card required — it's free.