Customer Review Request Automation

Define the Review Request Process

We map when customers should receive a review request, which team member owns the process, what message should be sent, and what happens after the request is delivered.

Choose the Right Customer Milestones

Up to two approved milestones can trigger a review request, such as a completed appointment, delivered order, fulfilled service, closed project, or confirmed customer outcome.

Connect One Review Destination

One approved review destination can be connected or configured, such as a verified Google Business Profile or another supported review platform.

Prepare Review-Request Messages

Up to two customer-facing messages can be prepared with approved business information, personalization fields, the correct review link, and a clear next step.

Use Approved Communication Channels

The workflow can use up to two approved channels, such as email or SMS, depending on platform capabilities, customer permissions, and applicable communication requirements.

Configure Automated Review Workflows

Up to two workflows can be configured to send review requests after the selected customer milestones. Each workflow can contain up to six standard actions.

Set Timing and Delays

We configure practical delays and timing rules so customers receive review requests at an appropriate point in the customer journey.

Personalize Each Request

Messages can use approved information such as the customer’s name, service, appointment date, order details, assigned team member, or other available customer fields.

Prevent Duplicate Requests

Basic conditions can help prevent repeated review requests when the same customer completes multiple workflow events within a defined period.

Stop Requests When Appropriate

The workflow can stop or pause when a customer has already received a request, becomes unavailable, changes status, or meets another approved completion condition.

Notify the Responsible Team

Up to two internal notification or assignment rules can alert the appropriate team member when a request is sent, an exception occurs, or customer feedback requires attention.

Maintain a Genuine Review Process

The workflow is designed for genuine customer feedback and approved communication. It does not include incentives, review gating, screening customers based on expected ratings, or manipulating review outcomes.

Test Common Customer Scenarios

We test sample records to verify triggers, message timing, personalization, review links, duplicate protection, stop conditions, internal notifications, and common workflow exceptions.

Launch With a Clear Handoff

After testing, the automation is activated or prepared for activation according to platform access requirements. The client receives an explanation of the triggers, messages, timing rules, and basic operating expectations.

Expand the Review System When Needed

This service covers one focused review-request workflow. Ongoing monitoring, public-response management, multiple locations, review widgets, reputation strategy, advanced reporting, custom integrations, and additional campaigns can be scoped separately.