Websites, CRM & Automation Specialist
Review Request Automation
A configured trigger that requests feedback after completed work so happy customers can leave a review.
What this service involves
After a job is marked complete, a configured trigger sends a review request to the customer at the right moment. The request is sent through the channel that suits your business and links to where you want reviews collected. This turns completed work into a steady source of feedback without someone having to remember to ask.
The approach
My approach starts with the business problem, not the technology. I look at where a business is losing time, leads, consistency, or operational capacity, then design a system around that process, keeping humans involved where judgement and oversight still matter.
The business problem
Completed jobs receive no review request, so feedback is left to chance
Asking for reviews is manual, so it happens inconsistently
Happy customers are never asked, so good work goes unseen
Who this is suitable for
Service businesses that complete jobs and want feedback
Teams that forget to ask for reviews once work is done
Businesses that want a steady source of customer feedback
How the process works
A typical engagement moves through these stages. Each one is designed around the business problem first, then the technology.
- 1
Agree the trigger
I look at how your work is marked complete and set that as the trigger for a review request.
- 2
Write the request
A review request is configured to send at the right moment and link to where you want reviews collected.
- 3
Set the timing
The request is timed so it reaches the customer while the work is still fresh.
- 4
Track the request
The customer record is updated when a request is sent so you can see who has been asked.
What you receive
What a completed engagement typically produces. Scope is confirmed during the discovery call based on your actual process.
- Trigger that fires when work is marked complete
- Review request sent at a configured time
- Link to your chosen review platform
- Customer record updated when a request is sent
A realistic example
Review Request Automation in action: a customer gets in touch through your website. Their details are captured and recorded in your customer management system. The right follow-up goes out automatically, and the opportunity is tracked through your pipeline until it is booked or won. This is an illustrative example of how the service can be configured, not a guarantee of a specific outcome.
Your part in the process
Automation works best when the business side is clear about the process. These are the things I need from you.
- Share how and when work is marked complete
- Confirm where you want reviews collected
- Approve the wording of the review request
Related work
Projects that show how this kind of automation connects to real business processes. These are personal builds, not measured client results.
Questions about this service
When does the request send?
The request is triggered when work is marked complete, and timed so it reaches the customer at the right moment.
Where do reviews go?
The request links to the review platform you choose, so feedback is collected where it helps your business most.
Can I approve the message?
Yes. The wording of the review request is agreed during setup so it sounds like your business.
Tell me what you are trying to improve
Book a discovery call to talk through your current process, where the bottlenecks are, and whether this service fits the problem.