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In ProgressT3Post-Sale AutomationReview WorkflowsReferral Tracking

Post-Sale Review & Referral Engine

the problem

Most businesses rely on reviews and referrals, but almost none have a system that asks at the right time. The result is that happy customers stay silent and the business loses organic growth it already earned.

what it does

Watches for job completion, payment confirmation, or appointment checkout, then launches a post-sale sequence that requests a review, tracks the result, and follows up with a referral ask when the timing is strongest.

Designed to handle

Post-Sale Automation
Review Workflows
Referral Tracking

Why this matters

The cost of leaving this workflow manual is usually bigger than people think.

These figures come from the sales and marketing automation research behind the consulting offer. They make the business case visible, not abstract.

Buyer behavior

88% use reviews

Reviews directly shape who local buyers trust and choose.

Automation effect

2 to 3x more reviews

Automated asks consistently outperform manual staff requests.

Visibility gain

15 to 22% more impressions

Consistent review response activity can strengthen local search presence.

architecture

01

Capture

Triggers: CRM stage changes, payment events, job completion webhooks
Messaging: Email + SMS sequencing
02

Decisioning

Review monitoring: Google Business Profile or review platform integration
Referral links: Trackable links + CRM attribution
03

Actions

Notifications: Owner alerts for new reviews and referrals
Infrastructure: Automation workers + event routing

Operational flow

01
Job completion event
02
Review request
03
Review detection
04
Referral sequence
05
Referral click tracking
06
Customer record update

tech stack

TriggersCRM stage changes, payment events, job completion webhooks
MessagingEmail + SMS sequencing
Review monitoringGoogle Business Profile or review platform integration
Referral linksTrackable links + CRM attribution
NotificationsOwner alerts for new reviews and referrals
InfrastructureAutomation workers + event routing

pipeline

01Job completion event
02Review request
03Review detection
04Referral sequence
05Referral click tracking
06Customer record update

Want a version of this system adapted to your business?

The intake keeps the same form, but it carries this project's context into the consulting flow so the conversation starts from the right system instead of from scratch.