Review & Referral Automation
Happycustomers, ontherecord.
Every finished job or happy milestone triggers a review request and a simple referral ask, so your reputation grows without anyone remembering to do it.
Not ready to talk? Score yourself in 2 minutes
- 01Job complete
- 02Quick check-in
- 03Review request
- 04Feedback to your team
- 05Referral ask
Where the money leaks.
Ask every happy customer for a review and a referral, at the right moment.
The leak01 / 03
01
Reviews depend on memory
Your team means to ask every happy customer, but most jobs finish without the ask.
The leak02 / 03
02
The best moment passes
Customers are happiest right after the job. A request weeks later gets ignored.
The leak03 / 03
03
Referrals are left to chance
Happy customers would refer friends if asked, but asking feels awkward, so nobody does.
Step by step.
What happens from the moment it’s triggered, with no one on your team lifting a finger until it matters.
- 01Job complete
- 02Quick check-in
- 03Review request
- 04Feedback to your team
- 05Referral ask
- Step 01Job completeTriggered when a job is closed, a milestone is reached or a review meeting ends.
- Step 02Quick check-inA short “how did we do?” message to gauge how they feel.
- Step 03Review requestHappy customers get a one-tap link to your Google or industry review page.
- Step 04Feedback to your teamConcerns go straight to a manager to fix, before they become a public review.
- Step 05Referral askA simple way to introduce a friend or neighbor, with any offer you choose.
Your tools or custom code. Either way, you own it.
Option 1Fastest
Built on your tools
We set up review and referral requests in your review tool or CRM, triggered from your job software.
- Google Business Profile
- NiceJob
- Podium
- Birdeye
- ServiceTitan
- Jobber
- HubSpot
Option 2No lock-in
Custom-built, you own the code
A custom review flow that picks the right review site per customer and tracks referrals back to their source.
- The code lives in your own repository
- Change it anytime with Claude Code or ChatGPT
- Or bring us back for bigger changes
Industries we set this up for.
Same workflow, tuned to each trade’s buyers, software and timing.
Review & Referral Automation questions.
They’re promising Q4. We ship Thursday.
01Is it allowed to filter out unhappy customers?
We never hide the review link from anyone. Everyone can leave a review; unhappy feedback is also sent straight to your team so you can fix it fast.
02Which review sites are supported?
Google, Facebook and industry sites your buyers check. We point each customer to the site that matters most for your business.
03Can we offer referral rewards?
Yes, where your industry rules allow it. Some professions restrict referral incentives, and we set it up accordingly.
04Can I change it later myself?
Yes. If it is built on your tools, it lives in your own accounts. If we custom-build it, the code lives in your own repository and is yours to keep, written so you can change it later with AI coding tools like Claude Code or ChatGPT, or bring us back for bigger changes.
Related workflows.
Onboard & keep
Client Onboarding Automation
Forms, documents, deposits and welcome steps collected without the chasing.
How it works →Onboard & keep
Renewal & Upsell Automation
Renewals sent on time and the right next offer to every client.
How it works →Capture
Speed-to-Lead Automation
Every new lead gets a reply and a booking link in under a minute, day or night.
How it works →Capture
Missed Call Text Back
Every missed call gets a text back instantly, so the caller doesn’t dial the next business.
How it works →Your team does the selling. AI does the chasing.