Reviews depend on asking, and asking depends on you remembering. It is one of the cases where automating makes sense: the task repeats, has clear rules and a mistake costs little. But it only works if the message looks like it comes from a person, arrives at the right time and respects whoever receives it.
Step 1: choose the moment
The best moment is shortly after the service is complete, while the experience is fresh, not while the person is still in the middle of it. In many services, the next day works. Avoid late weekends and the customer's working hours. The trigger can be simple: "service marked as complete".
Step 2: choose the channel
Email and mobile messages are the most used. Use the one the customer already uses with you. Before automating, confirm the person agreed to be contacted through that channel; if they did not, do not send.
Step 3: write a short, human message
- Use the person's name.
- Thank them and say why you are asking: "it helps other people choose and helps us improve".
- Add the direct link to the review. The fewer the steps, the more replies.
- Sign with a person's name, not the company's.
Step 4: ask everyone, once, with one reminder
Send the request to all customers, not only those you think were satisfied. Choosing who receives the request by the opinion you expect goes against Google's rules and distorts the result. One reminder after a few days is enough; more than that is a nuisance. If the person has already reviewed, the system should stop.
Step 5: nothing in return
Do not offer discounts, gifts or prize draws in exchange for a review. Google discourages it, and a bought review stops being worth anything.
What is still a person's job
- Replying to reviews. An automatic reply to a complaint looks worse than no reply.
- Reading the criticism. It is where what needs improving is.
- Looking after sensitive cases. In health, for example, the request cannot reveal anything about the appointment. See also how a clinic can ask for reviews ethically.
Before switching on
Test the automation with your own contacts, check the link works on a phone and the message arrives with the right name. Let it run for a while under supervision. That is how we work in process automation: concrete tasks, tested before they are switched on. To choose the task to start with, see which tasks to automate first.
A message to start with
A simple template: "Hello, [name]. Thank you for choosing us. If you have a minute, your opinion helps other people choose and helps us improve: [link]. Thank you, [name of signer]." Write two versions, one more formal and one closer, and use the one that sounds most like you. Read it aloud: if it sounds like an advert, rewrite it as if you were speaking to the customer at the door. Also check that the request arrives on different devices: open it on a phone and on a computer, and confirm the link opens the review window without asking for extra steps. Keep a simple log of requests sent and reviews received, to see whether the automation is working.
In short
- Choose the right moment, a channel the customer already uses and consent for contact.
- A short, human message with a direct link and a single reminder.
- Ask everyone, without picking only the satisfied, and without offering anything in return.
- Replying to reviews is still a person's job.
Quick questions
Can I send the request by WhatsApp?
You can, if the customer agreed to be contacted through that channel. Use short messages and avoid unsuitable times or days.
Can I ask only those who were satisfied?
It is not a good idea. Google discourages selecting who receives the request, and reviews lose credibility. Ask everyone.
What if someone leaves a bad review?
Reply calmly, in a human tone, and take the conversation to a private channel. A criticism handled well can be worth more than a good one with no reply.
Want to choose the right moment to ask for reviews?
The exploratory call is a 30-minute conversation, at no cost. We choose with you the moment and channel of the request. You keep the written summary.
Book an exploratory call