Categories / Reviews & Reputation
Agency playbook: job-complete trigger turns 3 reviews/quarter into 3/week
Review asks triggered by job complete or invoice paid, with three touches over 10 days, take a small team from 3 reviews a quarter to about 3 a week.
- Task
- automate Google review asks with a private rating gate
- Result
- stated outcome pattern: 3 reviews/quarter → 3/week; three-touch converts 15–25% vs 5–8% single ask; 8–12 new reviews/month typically lifts GBP impressions in 60–90 days
- Tools
- CRM / field-service job-status trigger
- SMS + email sequence
- private 1–5 rating form
- Google review link
- Setup
- fire on job complete / invoice paid (not on signed contract)
- SMS within 24–48h → email day 4–5 → final nudge day 10 then stop
- private gate: 4–5 → Google link, 1–3 → private follow-up (still offer public path)
- keep CRM consent/phone hygiene weekly
Step-by-step setup guide + copy-paste prompt
Step-by-step setup (paths from HighLevel Support)
Step 1. Turn on review requests in sub-account settings (the Guided Review Setup Wizard helps).
Step 2. Trigger on the right moment. Start the workflow on job complete or invoice paid, not when the contract is signed.
Step 3. Send three touches, then stop: Send Review Request by SMS within 24–48 hours → email on day 4–5 → final nudge on day 10. Exit anyone who leaves a review.
Step 4. Ask everyone. Send every customer the same public link. A private "how did we do?" check is fine only if you still offer the Google link to everyone.
Step 5. Check weekly that phone numbers and SMS consent are clean in the CRM.
Copy-paste prompt
Write 3 review-request messages for {{company}}: SMS (day 1), email (day 4), final SMS (day 10). Friendly, one link {{link}}, no incentives.Sources
- Argent Digital: How do I automate asking customers for Google reviews. Credit: Argent Digital (agency).
- Setup paths: HighLevel Support ("How to send review requests", "Guided Review Setup Wizard").
Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.