Reviews & Referral Requests

Turn completed tours into a steady stream of reviews and warm referrals without manual follow-up.

18 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Requesting reviews and identifying referral candidates after a tour ends requires exporting completed trip lists, filtering out unhappy guests, and writing personalized outreach by hand.

The automated version pulls completed trips, screens out flagged guests, and sends timely review requests without manual drafting.

Key features
Pulls completed tour records automatically once a batch is ready for outreach
Screens out guests with unresolved complaints before any review request goes out
Sends personalized review request emails at the right time after each tour
Monitors review platforms continuously and flags low ratings for a human response
Identifies five star reviewers and repeat guests as referral candidates
Sends referral discount codes and logs results to guest records without manual entry

How The Automation Works

The full workflow, from trigger to completion.

1. Tour Marked Completetrigger

The workflow starts the moment a booking status changes to Completed.

2. Review Request Drafts Email

The automation checks for flagged complaints and drafts a personalized review request for each remaining guest.

3. Send Review Request

The drafted email sends automatically within an hour of tour completion, timed for maximum response.

4. Review Monitoring Scans Reviews

The automation checks and for new reviews tied to the guest list.

5. Manager Responds To Negative Review

Any review rated below four stars is routed to the marketing manager to reply personally.

6. Referral Identification Sends Code

Guests who left a five star review get a personal referral discount code automatically.

7. Log Review And Referral

Review status and referral code activity update on the guest's CRM record without manual entry.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
18hrs/month
Process pain:7.5/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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