Automated Review Requests: A Practical Workflow
Review automation should make a genuine customer feedback process easier to run. Timing and customer context matter more than message volume.
Choose the trigger carefully
A completed appointment, delivered service, or confirmed customer milestone can provide a sensible trigger. The right moment depends on the business and the customer journey.
Keep the request simple
Tell the customer what you are asking for and make the next step easy. Avoid turning the request into a long marketing message.
Track the workflow
Record when requests are sent and how the business handles feedback so the process can be improved over time.
Agency opportunity
For agencies, reputation workflows can become part of a repeatable client service when setup, reporting, support, and expectations are clearly defined.
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