Automated Review Follow-ups

Reputation Management

Automated Review Follow-ups

Lead Fuel CRM allows you to automate the entire review request process using workflows. Set up triggers that automatically send review requests at the right time after a service or transaction is completed.

Setting Up Automated Review Workflows

• Appointment status changed to "Completed"
• Invoice marked as "Paid"
• Pipeline stage changed to "Service Complete"
• A specific tag is applied to the contact (e.g., "service-completed")

Example Automated Review Sequence

A typical automated review workflow might look like this:

• Trigger: Appointment status changed to "Completed."
• Wait 2 hours.
• Send SMS: "Hi {first_name}, thanks for choosing us today! We'd love to hear about your experience. Leave us a quick review here: {review_link}"
• Wait 3 days.
• If Condition: Contact has NOT left a review.
• Send Email: A friendly follow-up email with the review link and a brief message.

Best Practices for Automation

• Do not send more than two review requests per customer per service interaction.
• Space your follow-ups at least 2-3 days apart to avoid annoying customers.
• Only request reviews after confirmed positive experiences. If a contact has an open complaint or negative note, exclude them from automated requests.
• Personalize messages with the customer's name and the service they received.
• Include a direct link that takes them straight to the review form with minimal clicks.

Tip: Automated review requests consistently outperform manual requests because they go out at the optimal time every single time, without relying on your team to remember. Set it up once and let the system build your reputation on autopilot.

Need more help? Contact Lead Fuel CRM support for personalized assistance.