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Automation Field Guide
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Request Reviews After a Completed Job

Difficulty
Beginner
Setup effort
About 1 hour (estimate)
Good for
Home service, Local service

The problem

Happy customers rarely leave reviews unless you ask at the right moment.

Who it’s for

Local businesses that rely on Google reviews and referrals.

What you’ll need

  • A CRM with pipeline-stage or tag-based triggers
  • Your Google Business Profile review link

Steps

  1. 01

    Define what “job complete” means

    Pick a single trigger, such as moving a deal to a Completed stage or marking an invoice paid.

  2. 02

    Wait a little

    Send the request a few hours to a day after completion, while the experience is fresh.

  3. 03

    Ask simply, with a direct link

    “Thanks for choosing us! Would you mind sharing a quick review? [link]” One tap is the goal.

  4. 04

    Send one gentle reminder

    If there’s no review after a few days, a single follow-up is plenty.

Note: Ask all customers equally. Filtering requests so only happy customers are asked (“review gating”) conflicts with Google’s policies.

Software that can do this

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