How to Automate Review Requests

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Review request automation should begin after a real customer milestone and stop when continued outreach would be inappropriate.

Choose the completion event

Use a clear event such as a completed appointment, finished job, delivered service, or another status that your team already tracks.

Choose the first request timing

Ask while the experience is still fresh, but only after the service is genuinely complete.

Plan reminders carefully

One reminder may be useful. Repeated requests can become annoying. Set a maximum and stop when the customer responds or becomes ineligible.

Keep the process honest

Do not build a workflow designed to suppress legitimate negative feedback or misrepresent customer sentiment. The goal is a consistent request process.

Connect it to the client system

HighLevel's broader platform can connect customer status, workflows, messaging, and reputation related processes. That can make review outreach part of a repeatable agency service.

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