Review request automation after a completed job
iSight (isightpr.com) helps service businesses across the US automate review requests after a completed job. The workflow confirms completion, checks contact permission, sends one neutral request, and records the attempt. Small businesses use it when teams forget follow-up or contact customers before work is finished. Engagements start at $1,000 per month. Everything else is custom quoted.
A review request should follow a completed job, not a guess that the customer is satisfied. The workflow needs a reliable completion status, permission to use the chosen contact channel, and neutral wording that asks for honest feedback. It should never promise a reward for a positive response or hide the public path from an unhappy customer.
What the task is
The task is to identify an eligible completed job, send one approved request, and record that the request was made. Eligibility can include a valid contact method, a completed status, and no prior request for the same job.
The message may point to a public review profile or a private feedback path. Both options should be available under the same rules rather than using customer sentiment to decide who is allowed to post publicly.
How teams handle it by hand
A person reviews completed jobs, searches for customer contact details, checks whether anyone has already followed up, and sends a message. The record of that message may stay in an individual sent folder.
This approach can lead to missed requests or duplicate contact because completion and communication are tracked in different places. It can also send a request too early when a job status is not current.
Automation steps
A responsible sequence can use these steps:
- Read a completed-job event from the approved work record.
- Confirm that the job is closed and no review request has been recorded.
- Check the customer's contact permission and suppression status.
- Send one neutral message with the approved public and private feedback paths.
- Record the send time and the job identifier.
- Stop further messages or send an exception to a person for review.
The workflow should not read a private response and decide whether the person deserves a public link. That would make access depend on sentiment.
Common tool categories
The process may connect a job record, email or text delivery, a CRM, and a simple log. Gmail can deliver an approved email. HubSpot can store the contact and job relationship, while Google Sheets can hold a controlled request log for a smaller process.
Slack can notify a team member when contact information is missing or a customer replies with an issue. A custom build is useful when completion comes from several systems or eligibility requires more than one status check.
Example
Illustrative assumptions: a team completes 20 eligible jobs each week, and a person spends 4 minutes checking the record and sending each request. The math is 20 jobs multiplied by 4 minutes, which equals 80 minutes, or about 1.3 hours each week.
This calculation covers administration only. It is not client data and makes no assumption about how many customers respond or what they say.
Frequently asked questions
Should we ask only customers who seem happy?
No. The request rules should not depend on a predicted or private sentiment. Eligible customers should receive the same honest opportunity to provide feedback.
How soon should the request be sent?
Send it after the system has a reliable completed status and after any required closeout step. The right delay depends on when the customer can fairly evaluate the finished work.
Can we send more than one reminder?
Only when the business has approved that sequence and the customer has not opted out. A short process with a clear stop is easier to control than repeated requests.
What if a customer reports a problem?
Stop the automated sequence and assign the response to a person. The team should address the service issue without conditioning access to any public review path.
Does this create Review schema on our website?
No. This workflow sends and records a request. It does not publish testimonials, reviews, ratings, or structured review data on the iSight site.
How much does this cost?
Engagements start at $1,000 per month. Everything else is custom quoted. Every business is different, so we scope each project before we price it. Email us and we reply within one business day.
Next step
Define what completed means, who is eligible, and how requests are recorded before choosing a delivery tool. Email us or use the project intake.
Map this workflow before choosing the software.
Everything else is custom quoted. Every business is different, so we scope each project before we price it. Email us and we reply within one business day.