Customers & CRM

Creating a Complete Review Collection System

Automate review requests after completed jobs for consistent 5-star reviews.

intermediate 8 min read workflow reviews automation google-reviews
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Quick Answer: Set up an automation that sends review requests via SMS or email after jobs are completed. Time the request, personalize the message, and provide direct links to review platforms.

Review System Setup

  1. Configure your review platform links (Google, Yelp, etc.)
  2. Create an automation triggered by job completion
  3. Set delay (24-48 hours after completion)
  4. Write a personalized review request message
  5. Include direct review links
  6. Enable the automation

Best Practices

  • Timing - Request within 24-48 hours while fresh
  • Personalization - Use customer name and service type
  • Simplicity - One-click to leave review
  • Gratitude - Thank them for their business

Sample Message

Hi [Name], thanks for choosing us for your [service]! If you were happy with our work, we'd love a quick review. It only takes 30 seconds: [Google Review Link]. Thank you!