Zapierfrom $450
Form to CRM with instant follow up
Website form submissions become CRM contacts, tasks, and an acknowledgement email in under a minute, with no lost submissions.
ZapierMarketing and content
Review and referral request engine
Happy clients get asked for a review at the exact moment they are happiest, and unhappy ones get routed to a human instead.
Starting price$550fixed against a written scope
Build window2 to 3 daysfrom access and answers
Hours returned6 a monthconservative end of the range
Payback5 monthsat $38 an hour loaded
The problem
Why this exists
Everyone knows reviews matter and nobody asks, because asking feels awkward and remembering to ask at the right moment is a job in itself.
Trigger
Project marked complete, or a positive survey response.
The build
What it does, in order
- 01
Gate on sentiment
A one question satisfaction check runs first. Only positive responses continue to the review ask.
- 02
Route negatives to a human
Anything below the threshold creates an urgent task for the account owner, with the response text, before the client is asked for anything.
- 03
Ask once, warmly
A short personal message from the person they worked with, with a direct link to the platform that matters most for your business.
- 04
Follow up once
One reminder after five days, then stop permanently. Two asks is a request, three is harassment.
- 05
Request the referral separately
Referral asks go out thirty days later, only to clients who left a review, so the two asks never collide.
The guard rails
What stops it doing damage
This is the part that separates an automation that runs for years from one that quietly corrupts your data for a month.
- Hard cap of two review asks per client per year, enforced across all projects
- Sentiment gate is mandatory, so a dissatisfied client is never asked to publish an opinion
- Suppression list for clients in dispute, in negotiation, or under NDA
Honest limits
When this is the wrong automation
Your delivery quality is inconsistent. An efficient way to ask for reviews when a third of clients are unhappy is an efficient way to publish that.
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Want this one built?
Send the form and we come back within 24 hours with a fixed price, a scope, and a date.