Help Center

Why Your Online Reputation Matters

Today's customers research businesses online before making contact. A strong profile with numerous positive reviews builds immediate trust and credibility, while a sparse or mediocre one can deter potential clients. The key to building this asset isn't constant manual requests—it's strategic, automated engagement that captures feedback when clients are most satisfied.

Strategies for Generating More Reviews

Request Reviews at the Right Moment

Timing is everything. The best opportunity to ask for a review is immediately after a positive client experience, when their satisfaction is highest.

After a First Session or Milestone: Automate a message via SMS or email following a client's initial appointment or a significant achievement. A simple, appreciative ask can be very effective.
Post-Program Completion: When a client finishes a defined program or challenge, trigger a request for them to share their experience.
Capitalize on Community Events: Use the positive energy from events or successful referrals as a prompt to gather feedback.

You can use CRM workflows to schedule these messages automatically through the channels your clients prefer.

Simplify the Review Process

Reduce friction to increase participation. Make leaving a review as easy as possible for your clients.

Provide Direct Links: In your messages, include one-click links that take clients directly to your review pages on platforms like Google or Facebook.
Use Prompting Questions: Instead of a blank request, ask a specific question like "What did you enjoy most about your experience?" to make writing easier.
Suggest a Template: Offer a sample review that clients can personalize and submit, lowering the effort required.

Manage and Learn from Critical Feedback

Not all feedback will be five stars. It's crucial to handle lower ratings professionally and privately.

Redirect Private Feedback: You can configure your system to route low-star ratings to an internal form instead of a public platform, giving you a chance to address concerns first.
Automate Alerts: Set up notifications so your team is immediately aware of critical feedback.
Engage Personally: Respond quickly and personally to resolve issues, demonstrating your commitment to client satisfaction and potentially recovering the relationship.

Amplify Your Positive Reviews

Once you have great reviews, showcase them to build social proof.

Display on Your Website: Use widgets to dynamically display recent reviews on your site or landing pages.
Share on Social Media: Create graphics featuring client quotes and share them on your social channels.
Integrate into Marketing: Use testimonials in your sales funnels, email campaigns, and promotional materials to let happy clients advocate for you.

Monitor Your Reputation

Keep a pulse on your online presence directly from your CRM.

Receive Instant Notifications: Get alerts for new reviews as they come in.
Assign and Manage Responses: Designate team members to respond to reviews and track conversations.
Track Performance: Monitor trends in your review volume and ratings over time to gauge the health of your reputation.

By systematically requesting feedback at key moments, simplifying the process, and proactively managing your online presence, you can transform satisfied clients into a powerful marketing force that attracts new business.