Make the request
part of finishing the job.
A service business completes a customer’s project. The crew updates the job, the office closes it out, and the next job takes everyone’s attention. Asking for feedback is easy to forget.
In this fictional example, the completed-job status starts a review workflow. The system checks that the job really reached the agreed completion point, matches the correct customer, and checks whether a request has already been sent.
Confirm completion
Use a reliable job status, stable record ID, and the right business location.
Ask consistently
Send a neutral request through a permitted email or text channel.
Follow through
Handle replies, stop conditions, and new-review notifications.
A possible first scope is one CRM, one location, one message, and at most one reminder. Timing should fit the service: ask after the customer has had a reasonable opportunity to experience the completed work. A status change is useful only if your team uses that status consistently.
One request. One optional reminder. Then stop.
For example, send the initial request the next business day and consider one reminder several days later. Before that reminder, recheck opt-outs, replies, and any reliable indication the review is complete. A duplicate completion event must not start another sequence.
A click is not a posted review.
The system can record that a request was sent or a link was clicked. It cannot assume that the customer submitted a Google review. Public reviewer names may not match CRM contacts; only stop based on a posted-review match when that match is reliable. Customer replies or staff confirmation can provide other stop signals.
Keep the repeat-customer experience in mind. Agree a frequency limit so someone who books regularly is not asked after every visit.
Use the right system.
Don’t buy the same feature twice.
First check your CRM. If it already supports review requests and the completion trigger you need, configuration may be enough. If the missing pieces are monitoring, reminders, or reporting, a dedicated platform may be better value than a custom build.
Listed prices checked September 13, 2026. Confirm current plans, limits, billing terms, and CRM compatibility directly with the provider. These are product references, not a claim of partnership.
Google provides a direct review link and QR code. You do not need another platform merely to obtain a link. Software becomes useful when it reliably handles the work around that request.
Ask for their experience.
Not a particular rating.
The message should sound like your business, identify the completed work where appropriate, and invite an honest review. The customer writes the review. AI can help draft a response for your team to approve; it should not invent customer feedback.
Keep the public review path open.
Do not ask customers to rate their experience privately and send only the happy ones to Google. Do not offer a discount, gift, or payment for posting a review. Google prohibits selective positive-review solicitation and incentives. Read Google’s policy →
Private feedback can still reach your team. A complaint should create a service-recovery task, but it should not be used to withhold the public review opportunity. Eligibility rules should reflect actual service completion, contact permission, and duplicate prevention—not expected sentiment.
Yelp follows different rules.
Yelp says businesses should not ask for Yelp reviews. We would not include Yelp review requests in this sequence, even if Yelp is one of your lead sources. Yelp’s guidance →
Your accounts.
A process your team can run.
GoodHandoff can configure the chosen platform, connect the completion event, set up location-specific review links, write the agreed messages, and test reminders and stop conditions. The proposal defines exactly which parts are included.
You control the provider accounts and own the custom workflows we deliver. Pay the software providers directly for subscriptions and usage, without a GoodHandoff markup on those charges. Third-party software stays subject to its provider’s terms. Ongoing GoodHandoff support is optional.
These are GoodHandoff’s workflow planning ranges. A platform-only setup may need a different scope; complex data cleanup or multi-location routing is quoted separately. A custom build is not automatically the cheapest choice.
For perspective, a $75 monthly subscription totals $900 over 12 months before other charges. A $1,500 custom build already exceeds that first-year subscription cost before its own software and maintenance. Choose custom when it solves a real integration or ownership need—not simply to eliminate a subscription.
What we agree before building
- The exact completion event and customer matching rule.
- Which business location and review link each job uses.
- Permitted channels, timing, frequency limits, and stop conditions.
- Who handles replies, failed deliveries, and review responses.
- Provider costs, access requirements, and the handover.
Test the request.
Then check what really happened.
Job marked complete twice
One request sequence, not two.
A customer opts out or replies
Stop queued reminders and route the reply appropriately.
A job belongs to another location
Use that location’s review link.
The delivery result is uncertain
Check the existing attempt before sending again.
A customer clicks the link
Record a click; do not report a completed review.
Measure completed jobs, eligible requests, delivery outcomes, replies, and published reviews separately. Do not claim that every new review came from the workflow unless the attribution supports it. The aim is consistent, respectful requests and a process someone owns—not a guaranteed rating or search position.