How to Create a Customer Review Request Workflow
October 18, 2026
Reviews matter — they influence new customers and affect how visible your business is online. But most businesses ask inconsistently, if at all. A review request workflow automates the ask so it happens every time, the right way, without you remembering.
A simple review workflow
- A job or appointment is marked complete
- A review request is sent through a supported channel
- The customer can leave honest feedback easily
- Opt-outs are respected automatically
- You're notified when a review comes in
Ask honestly
Ask for honest feedback — good or bad. Don't offer incentives that violate platform policies, don't gate reviews to only show positives, and don't fabricate or suppress genuine negative reviews.
How you handle a critical review matters as much as the five-star ones. Respond like a person and address the concern.
Make the link easy to find
Put a direct link to your review profile in the request. The fewer steps between the ask and the review, the more likely it happens.
Key takeaways
- A workflow automates the ask so it happens every time.
- Ask for honest feedback — never incentivized or gated.
- Make leaving a review as easy as possible.
Related solutions
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