Reputation playbook

Review requests work best when they are respectful, timely, and easy to complete.

Happy customers often do not leave reviews unless the ask is easy. Owners forget to ask because the next job starts immediately.

Completed jobs trigger a short thank-you message, a review link for happy customers, and a private feedback path when needed.

Inputs the workflow needs.

Automation works best when the inputs are clean. These fields give the business enough context to respond quickly without overwhelming the customer.

• completed job status
• customer name
• service type
• review link
• timing rule
• private feedback destination

Workflow steps.

The first version should be easy to understand, easy to test from a phone, and small enough to improve after launch.

• The job is marked complete.
• The customer receives a thank-you message.
• Happy customers get the public review path.
• Private concerns can route back to the business.
• A gentle reminder can be scheduled.
• The review request status is tracked.

Dashboard signals.

A dashboard does not need to be complicated. It should show which requests are new, which need attention, and which are already handled.

Message templates.

These short examples are starting points. Final wording should match the business tone and any provider compliance requirements.

• Thanks for choosing us for {service_type}. If everything went well, this review link helps a lot: {review_link}
• We appreciate your feedback. If anything needs attention, reply here and we will review it.
• Quick reminder: your feedback helps local customers choose with more confidence.

Implementation notes.

Most first versions can run through a website form, email or SMS provider, Google Sheet, CRM, or a small internal dashboard. The important part is not the tool name. The important part is that the workflow has a clear trigger, destination, status, and follow-up rule.

AI can support the workflow by summarizing requests, drafting replies, flagging missing details, and preparing next actions. Customer-facing messages should still use human approval where the subject is sensitive, high value, or easy to misunderstand.

Related ZartsAlgo guides.

Local service website design, Landing page design, Quote form automation, Missed-call text-back, AI automation guide.