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.
The full workflow, from trigger to completion.
The workflow starts the moment a booking status changes to Completed.
The automation checks for flagged complaints and drafts a personalized review request for each remaining guest.
The drafted email sends automatically within an hour of tour completion, timed for maximum response.
The automation checks and for new reviews tied to the guest list.
Any review rated below four stars is routed to the marketing manager to reply personally.
Guests who left a five star review get a personal referral discount code automatically.
Review status and referral code activity update on the guest's CRM record without manual entry.
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.
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