Post-Engagement Review Request
A done-for-you professional services automation built for the Client Relations Coordinator, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Once a filing, case, or policy is marked complete in the system, the client automatically receives a request to leave a review a few days later, timed to when the successful outcome is still top of mind rather than months afterward when the details have already faded.
Clients who indicate any dissatisfaction in the request are routed privately to the client relations coordinator instead of straight to a public platform, while satisfied clients get a direct one-click link to Google, letting the firm build its public reputation while quietly resolving friction before it ever becomes visible.
- Zapier or Make.com
- Twilio (client document reminders)
- Mailchimp or email
- Typeform or a survey tool
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a client relations coordinator has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Review requests timed to the moment the job is done
- Instant manager alerts when a customer reports a problem
- Alerts when a new review needs a response
- Survey and NPS results that reach the people who can act
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