How to Automate Customer Reviews and Double Referrals

Clients should never wonder what happens after they pay. Start with a simple flow: job complete → feedback request → review request → referral offer → nurture sequence. Timing matters: too early feels pushy, too late loses momentum.

1. Send a personalised thank-you message immediately after completion.
2. Trigger a satisfaction check-in 24 hours later.
3. Request a public review only after positive feedback is confirmed.
4. Deliver a referral incentive once the review is live.

SMS open rates still beat email for quick actions. Use short messages with a single link to your Google or Facebook review page. Follow up with a branded email containing step-by-step instructions and example screenshots.

Ascension automations personalise the sequence based on job type, location, and the team member who completed the work.

Once a review lands, push it to your website (using schema markup), social media, and sales proposals. Automations can even create Canva-ready quote cards or short-form video overlays featuring the testimonial.

Right after a glowing review, invite the client to share a referral link or QR code. Offer a tangible reward—discount on next service, gift card, or donation to a local cause. Send automated reminders 14 and 30 days later.

• Use trackable referral codes to attribute new leads.
• Notify your sales team automatically when a referral arrives.
• A/B test rewards to see which incentives convert best.

Dashboards should show review velocity, average rating, referral volume, and revenue generated from referrals. Close the loop by sharing wins with your team so they stay invested in delivering 5-star experiences.