Post-Event Review & Referral Request System
A done-for-you wedding and event planning automation built for the Planner, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
One week after the event, this automation automatically sends the couple a thank-you message along with a review request routed to Google and The Knot, plus a referral incentive, typically a discount for any friend they refer who books a consultation.
Couples who leave a review are automatically tagged in the CRM so the studio can track which reviews convert into referral leads over time.
Instead of relying on a happy couple to think to leave a review weeks after their wedding is a distant memory, the ask goes out while the excitement is still fresh.
- HoneyBook
- Mailchimp or email
- Zapier or Make.com
- Google Business Profile
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
Done manually, a planner has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. 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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