what’s the best way to automate a review request (for my clients) immediately after the job is done?
I thought about creating a pipeline stage ‘job done’ that will trigger the review request but most clients won’t do it every single time.
Any ideas?
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In the GoHighLevel Official Facebook group, a user is seeking the best way to automate review requests for their clients immediately after completing a job. They have considered creating a pipeline stage called “job done” to trigger the review request, but they anticipate that not all clients will submit reviews each time. The user is looking for suggestions on how to overcome this challenge.
One possible solution in GoHighLevel is to use automation and conditional logic to handle the review request process. By setting up an automation rule within GoHighLevel, you can trigger a review request email to be sent to the client once the “job done” pipeline stage is reached. However, to address the client's concern of not wanting to submit a review every time, you can add conditional logic to the automation rule. This logic can check whether the client has previously submitted a review or not, and only send the request if they haven't.
GoHighLevel's automation features allow for custom triggers and actions, making it possible to tailor the review request process to fit individual client preferences. By using conditional logic, you can ensure that clients who are more likely to provide reviews receive the request, while those who may not want to provide feedback every time are not bothered unnecessarily.
For more insights and suggestions from the GoHighLevel community regarding automating review requests after a job is done, check the comments below this article or visit the official GoHighLevel Facebook group.
Source
Depending your niche, you can send an internal notification sms to the employee at the end of the job with a trigger link. When they click the link, the review request is sent.