Categories / Reviews & Reputation
Multi-ask review drip campaigns
Podiatry practice · rating from 3.3 to 4.7
- Task
- white-label review funnel with email+SMS multi-ask drip and HIPAA BAA
- Result
- over 51 weeks, +54 reviews (41→95) and rating 3.3→4.7; asked 700 patients 3,166 times; only 5 of 54 reviewers left a review after one ask—49 needed 2nd/3rd touch
- Tools
- Grade.us (white-label agency account, Google/Facebook/Yelp/Healthgrades funnel, email+SMS autoresponder, weekly progress reports); HIPAA BAA
- Setup
- install patient-reviews page on site → build 3-message email+SMS drip funnel → complete BAAs (agency + practice) → front desk bulk-uploads patients Tue/Thu afternoons → weekly automated Grade.us progress report to practice → monitor multi-ask conversion (91% needed reminders)
Send this to your AI
A ready-to-send prompt built from this card. Your AI will ask a few questions about your business, then give you a beginner setup plan.
Copy prompt
Help me set this up for my business: "Multi-ask review drip campaigns".
Example business: independent podiatry practice (agency-managed; crowded local market). Task: white-label review funnel with email+SMS multi-ask drip and HIPAA BAA.
Reported result: over 51 weeks, +54 reviews (41→95) and rating 3.3→4.7; asked 700 patients 3,166 times; only 5 of 54 reviewers left a review after one ask—49 needed 2nd/3rd touch
Tools: Grade.us (white-label agency account, Google/Facebook/Yelp/Healthgrades funnel, email+SMS autoresponder, weekly progress…
Setup outline:
1. install patient-reviews page on site → build 3-message email+SMS drip funnel → complete BAAs (agency +…
Starter prompt from the guide (use it as a base):
I run a podiatry / specialty clinic. We send a 3-step Grade.us review drip (email + optional SMS) with funnel link [FUNNEL LINK].
Write three short messages (day 0, day 2, day 5):
- Under 90 words for email; under 140 chars for SMS versions
- Placeholders [FIRST NAME]
- No clinical details, no incentives that violate review-site rules
Tone: grateful and brief.
First, ask me up to 5 questions about my business and tools. Then give me a beginner step-by-step setup plan, plus copy-paste prompts/templates I can use. Plain English, and tell me if any step needs a tech helper.
via autopilotbusiness.ai/use-case/podiatry-practice-gradeus-multi-ask-drip-reviews-4195-rating-3347-in-5/Step-by-step setup guide + copy-paste prompt
Honest note: rules automation (drip + funnel), not AI. The write-up is from the agency that ran it (first-hand on the vendor blog). HIPAA: complete BAAs for the agency and the practice before uploading patient lists. Do not invent clinical content in messages.
Prerequisites
- Grade.us (often white-label through an agency) with Funnel and Review Requests enabled.
- Signed HIPAA BAAs (agency + practice + Grade.us as required).
- Google/Facebook/Yelp/Healthgrades listings linked in the Funnel.
- A twice-weekly front-desk habit to export recent patients (email and/or mobile).
Step-by-step setup
Step 1. Install the patient-reviews page. Finish Add a Business, brand the Funnel landing page, and link Google plus any other sites you want. Optionally embed the funnel or a reviews page on your website.
Step 2. Configure the 3-message drip. Go to Review Requests → Email Settings (and SMS settings). Set sender identity, reply-to, and deactivation rules (End Campaign on open/click/clickthrough as you prefer). Build about three emails/SMS over roughly a week—Grade.us notes many customers convert on message 2 or 3. Every message must include the funnel link.
Step 3. Complete BAAs and permissions. Do not upload patients until BAAs are signed. Limit fields to name, email, phone, and visit date—no diagnoses.
Step 4. Front desk bulk-upload on a schedule. Twice a week (the case used Tue/Thu afternoons) export recent visits and upload under Review Requests → Campaigns / Recipients. Use In-Queue → Auto Activate Pending Recipients Daily if you want a daily send cap instead of blasting everyone at once.
Step 5. Turn on the weekly progress report. Enable Grade.us's automated progress report to the practice owner/manager so you see asks, opens, and new reviews without logging in daily.
Step 6. Monitor multi-ask conversion. In Email/Text Activity and Funnel Activity, confirm that reminders—not only the first ask—drive reviews (the case: only 5 of 54 reviewers acted after one ask).
Easier: let your AI do it
No official Grade.us AI connector. Use the prompt for drip copy, then paste into Review Requests.
What success looks like
Patients get a polite sequence, not a single blast. Rating and review count climb over months, not days. The weekly report replaces manual spreadsheet tracking.
Common issues & fixes
- Spam complaints: lengthen gaps, enable end-on-click, and keep daily auto-activate low.
- SMS silent: confirm SMS settings and consent language.
- Duplicates: Complete/Inactive recipients are blocked for a cooling period (default often 180 days)—adjust only with care.
Optional: Maintenance
- Quarterly: refresh drip copy and check listing links.
- Keep the Tue/Thu upload on the front-desk checklist.
Copy-paste prompt
I run a podiatry / specialty clinic. We send a 3-step Grade.us review drip (email + optional SMS) with funnel link [FUNNEL LINK].
Write three short messages (day 0, day 2, day 5):
- Under 90 words for email; under 140 chars for SMS versions
- Placeholders [FIRST NAME]
- No clinical details, no incentives that violate review-site rules
Tone: grateful and brief.Sources
- Case: Grade.us / Marketvisory Group case study. Credit: the agency write-up (first-hand).
- Grade.us: Review Requests, Review request email campaigns, In-Queue / Active / Complete, Review Funnel
Industries: AI automation for Agencies & Consultancies
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.