Retention & reputation
Asking for the review on the same day
When they are still pleased, not next Thursday
Review volume is a timing problem, not a persuasion problem. The same request converts several times better on the day of the visit than a week later, and nobody is free on the day of the visit.
- Fires when the appointment is marked done
- Uses your own review link and threshold
- Unhappy responses reach a person, not a public page
- Never asks the same patient twice in a row
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Today
Review requests sent in occasional batches, weeks after the visit, converting poorly.
With this running
A request on the day, every time, and negative feedback arriving privately first.
Step by step
What actually happens
- Your team
Marks the appointment as completed at the end of the visit.
- Assistant
Checks it has not asked this patient recently, then sends the request.
- Customer
Rates the visit from the message.
- Assistant
A high rating goes on to the public review page; a low one becomes a flagged conversation for the manager.
01 / 02
The threshold is the whole design
A happy answer is sent onward to your public review profile. An unhappy one is not — it becomes a conversation with a person, on the day, while the problem is still fixable. That is not hiding criticism; it is hearing it before it is published, which is the only version of this where the customer is better off too.
02 / 02
It knows who it asked last month
Nothing erodes goodwill like being asked for a review after every appointment. The assistant checks what it has already asked before sending, so a regular patient is asked at a sensible interval rather than every visit.
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
Something changing in your CRM — A booking is marked completed
Where it runs
What it can do
- Looked up the contact
- Asked for a review
- Added a note
- Tagged the contact
- Read the reviews
What it uses
Needs
An account running the matching industry module — the tools above come with it. See the modules
Every action above is a real capability, and every run keeps a record of which ones it used. How the engine holds this together →
More like this
Other things it does
The customers who quietly stopped coming
Noticed at ninety days, not at never
Almost nobody announces that they have stopped being a customer. They simply do not come back, and the business finds out a year later when somebody looks at a report.
Learn moreStudents who have stalled mid-application
Nudged on the specific thing they are stuck on
A student who goes quiet is almost never a student who changed their mind. They are stuck on one thing — a transcript, a test date, a decision between two offers — and stuck feels like failure, so they stop replying.
Learn moreKnowing what your reviews actually say
Read, summarised and trending, every week
An average rating tells you almost nothing. The useful information is which specific thing three separate people mentioned this month, and that requires somebody to actually read them.
Learn moreWhere this runs
The channels this scenario works on, and the industry module it belongs to.
Would this work for how you actually operate?
Tell us the scenario you have in mind. If it needs a building block we do not have, we would rather say so than sell you a demo.
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