Requesting reviews and capturing referrals from completed clients is manual, inconsistent, and time-consuming. Many clients are asked twice by mistake, follow-ups are skipped, and referral leads go cold.
Automation monitors client milestones, sends personalized review requests, tracks responses, and automatically follows up after 7 days. Referral information is extracted from replies and organized as new leads, with alerts sent to the team.
The full workflow, from trigger to completion.
A client marks a training package as complete or reaches a session milestone. The automation is triggered immediately.
The automation queries to confirm the client has not been asked for a review in the past 90 days.
A personalised review request email is sent with a direct link to the review platform (Google,, or other).
The review request is logged as a task or activity, with the date and status tracked automatically.
After 7 days, if no review has been detected, a second email is sent automatically with a gentle reminder.
If the client replies with a referral, the automation extracts the referral contact details and logs them as a new lead.
A message is sent to the coach with the review status and any referral leads, so they can follow up on warm introductions immediately.
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