Workflow Guide

Review Request Automation

Reviews drive new customer acquisition. This workflow requests reviews at the right moment without being pushy.

Review Request Automation

Review request automation triggers a review request after a completed job or positive interaction, timed to catch the customer at their most satisfied, with a simple path to the review platform.

Reviews drive new customer acquisition. This workflow requests reviews at the right moment without being pushy.

Problem definition

Without systematic review requests, businesses rely on customers to leave reviews spontaneously, which produces too few reviews to compete.

Observable symptoms

✓Few reviews despite many completed jobs
✓Competitors with more reviews win searches
✓No consistent process for asking
✓Reviews come in sporadically and unpredictably

Likely causes

✓No automated trigger after job completion
✓Asking manually and inconsistently
✓No direct link to the review platform
✓Asking at the wrong time

Required inputs

✓A trigger tied to job completion or satisfaction
✓A direct link to the review platform
✓A message template
✓A rule for when not to ask

Recommended workflow

Follow this sequence to address the problem systematically.

✓Trigger the request after job completion or a positive signal
✓Send a simple message with a direct review link
✓Follow up once if no review is left
✓Thank customers who leave reviews
✓Avoid asking after negative interactions

Automation boundaries

Automation sends the request and tracks responses. Responding to reviews, handling negative feedback, and deciding when not to ask require human judgment.

Human review requirements

A person responds to reviews, especially negative ones, and decides whether to request a review from a customer whose experience was mixed.

Risks

Asking every customer regardless of experience can generate negative reviews. Filter out customers with known issues before the request sends.

Limitations

Not every satisfied customer will leave a review. The goal is to increase the rate, not to achieve 100 percent.

Measurement criteria

Track review request rate, review completion rate, and average rating over time. The growth in review count and rating is the signal.

Frequently Asked Questions

When is the best time to ask for a review?

Immediately after a completed job or positive interaction, when satisfaction is highest. Delay reduces the likelihood of a review.

Should we ask every customer?

No. Avoid asking customers with known issues or negative experiences, as it can generate unfavorable reviews. Filter before sending.

Is it okay to incentivize reviews?

Be cautious. Many platforms prohibit incentivized reviews, and they can violate advertising rules. Check the platform policy and applicable regulations before offering incentives.