When should I NOT use this workflow?

Beginner

Review Request Automation

Automatically ask happy customers for Google reviews at the perfect moment — right after the job.

Setup difficulty: beginner

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The Problem

Online reviews are the #1 trust signal for local businesses. A plumber with 200 five-star reviews will out-convert one with 20 every time. The problem is that asking for reviews manually is awkward, easy to forget, and not scalable. An automated review request that fires 2 hours after a job is marked complete can double or triple your monthly review rate.

Best For

PlumbersHVACElectriciansRoofersDental officesMed spasAuto repairCleaning services

Workflow Steps

Trigger: job/appointment completed

In GHL or your CRM, mark the job or appointment as 'Completed'. This triggers the review workflow.

Wait 1-2 hours

Give the customer time to get home or settle in before you ask. Asking too immediately can feel transactional.

Send review request SMS

Text: 'Hi [Name]! We hope everything went well with your [service]. If we did a great job, we'd love a quick Google review — it means the world to us: [Google Review Link]'

Follow-up email (optional)

24 hours later, if no review was left (you can track clicks), send a follow-up email with the same link and a brief thank-you note.

Handle negative feedback

If you want to catch dissatisfied customers before they go public: send a 1-question survey first ('How did we do? 1-5 stars'). Only send the Google link to 4-5 star respondents. Route 1-3 stars to your manager.

Copy-Paste Templates

Use these templates as-is or customize for your business.

Review Request SMS

Hi [First Name]! Thanks for choosing [Business Name] — we hope everything went smoothly! If we did a great job, would you mind leaving us a quick Google review? It takes 30 seconds and means a lot: [Google Review Link]

Follow-up Email Subject

How did we do? [First Name]

Follow-up Email Body

Hi [First Name],

Thank you for trusting us with your [service type]. We hope you're happy with the result!

If you have a moment, we'd really appreciate a Google review — it helps other [city] homeowners find a business they can trust:

[Google Review Link]

Thank you,
[Your Name]
[Business Name]

When NOT to Use This

Do not use automated review requests if your service involves sensitive or confidential matters (certain legal, medical, or financial services where clients may not want their engagement to be public). Also, never incentivize reviews — it violates Google's terms of service.