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    Review Request Automation

    Trigger a review request 3 days after a deal is marked 'Closed Won'.

    The Core Idea Behind This Flow

    In today's digital economy, social proof is currency. Whether you are a local roofer, a dental clinic, or an enterprise software company, your Google and G2 reviews directly dictate your conversion rates. The problem is that happy customers rarely leave reviews on their own; only angry customers do. The Review Request Automation solves this by systematically asking every successful customer for a review at the exact moment they are most satisfied.

    The core idea is to tie the review request directly to a positive operational trigger. When a project is marked "Completed," when an onboarding is marked "Finished," or when a deal is dragged to "Closed Won" in the pipeline, the CRM waits a strategic amount of time (e.g., 3 days) and then automatically sends a polite email and SMS asking the customer to share their experience.

    Why This Flow Works

    This flow works through consistency. If you rely on your staff to remember to ask for reviews, you will get them sporadically. By automating the process, you guarantee a predictable, steady stream of fresh 5-star reviews hitting your profiles every single week. Search engine algorithms (like Google Local SEO) heavily favor businesses with a constant velocity of new reviews over businesses that got 50 reviews three years ago and none since.

    It also works because it catches the customer during the "honeymoon phase." If you just installed a beautiful new kitchen for a homeowner, their excitement is highest the week it is finished. If you ask for a review 3 months later, the excitement has faded, and the conversion rate on your request will plummet.

    How to Think About This Flow

    Think of this workflow as an automated reputation engine that runs in the background of your business, quietly building your brand equity.

    However, you must think defensively as well. You do not want to blindly send a Google Review link to every single customer, because some customers might have had a bad experience. The best review workflows incorporate a "filtering" or "gating" mechanism to handle negative feedback internally before it hits the public internet.

    What You Should Customize

    To protect your brand and maximize positive reviews, customize the flow with these specific strategies:

    • The Internal NPS Filter: Instead of sending a direct link to Google, customize the first step to send a simple question: "How was your experience with us? Reply 1 for Great, 2 for Okay, 3 for Poor." If they reply 1, the automation immediately texts back the Google Review link. If they reply 3, the automation alerts the manager to call them immediately to fix the issue—preventing a 1-star public review.
    • Strategic Delays: Customize the wait time based on your product's "Time to Value." If you sell a physical product, don't ask for a review the day it ships; wait 7 days until they've actually used it. If you sell a SaaS product, wait until the system detects they have successfully completed their first core action in the app.
    • Multi-Channel Nudge: People are busy. A single email will likely be ignored. Customize the flow to send an email on Day 1, and if they haven't clicked the link by Day 3, send a casual SMS: "Hey [Name], just wanted to bump this to the top of your inbox. A quick review helps our small team a ton! [Link]"
    • Image Prompts: For local services (landscaping, remodeling, detailing), customize the text message to ask for photos. "We loved working on your house! If you leave a review, we'd love it if you attached a photo of the finished project." User-generated photos attached to Google reviews massively boost local SEO rankings.

    Frequently Asked Questions

    How long does it take to implement this template?

    Most of our templates can be imported and customized within 15-30 minutes. The underlying logic is pre-built, so you only need to adjust the copy and branding to match your business.

    Do I need coding skills to use this?

    No coding is required. All templates are designed to work with our drag-and-drop visual builders, making it easy to change colors, text, and structure without touching a single line of code.

    Can I A/B test this flow?

    Absolutely. We highly recommend duplicating the template and running split tests on your headlines, calls-to-action, and imagery to see which version yields the highest conversion rate.

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