After each wedding, planners manually identify completed events, compose personalized review requests, and track responses across multiple platforms and spreadsheets. This fragmented workflow delays outreach and causes referral leads to slip through the cracks.
Automation identifies completed events, generates personalized review requests, monitors responses across review platforms, and captures referral submissions directly into the CRM. Clients receive timely requests, and referral leads are never missed.
The full workflow, from trigger to completion.
Automation detects when an event status changes to complete and captures the client email and event details.
The automation drafts a personalized review request email using the client name, event date, and venue details.
The automation sends the review request email to the client and logs the send timestamp.
A survey is embedded or linked in the email asking the client if they have referrals and capturing their contact details.
The automation periodically checks Google, The Knot, and WeddingWire for new reviews from the client and updates status.
Referral form submissions are automatically captured and stored as new contact records with a referral source tag.
After 7 days, if no review is detected, the automation sends a second reminder email to the client.
The automation sends a message to the planner with a summary of new referral leads and review status for the week.
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