Referral & Review Generator

Are you relying on chance for reviews and referrals? Word-of-mouth is your most valuable asset, but it can't be left to manual "asks" or luck. This package is your automated reputation engine. It ensures the request for a review or referral happens at the peak moment of client happiness (when they pay), protecting your brand and driving a steady stream of cost-effective, high-quality leads.

Problem Solved: Inconsistent Reputation Management & Untapped Referral Potential

Value Delivered: Guaranteed Positive Review Funnel, Protected Brand Reputation, and Systematized Referral Generation.

One-Time Investment: Starting at $1,998

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How it Works

The 5-Step Cash Flow Manager Automated Process: The A/R Collections Agent

This system uses perfect timing and smart triage to manage your brand's reputation and maximize promoter action.

1) Payment Received Trigger

• Action: ‍The system monitors your Accounting/Payment Gateway (QuickBooks, Stripe) for the invoice status to be definitively marked as "Paid" or "Closed."
• Benefit: Perfect Timing - The request for feedback happens at the customer's highest point of satisfaction, maximizing positive response rates.

‍2) Client Satisfaction Request

• Action: The system first sends a quick, initial 1-question satisfaction survey (e.g., NPS or 5-star rating link) to internally screen the customer's experience.
• Benefit: Brand Protection - Actively steers unhappy customers to a private feedback form that triggers an internal alert, preventing public negative reviews.

‍3) Review/Referral Funnel

• Action: If the client's score is high, the system automatically routes them to your preferred public review sites (Google, Yelp, Angi) via a personalized link.
• Benefit: Maximizes Positive Reviews - Only highly satisfied customers are directed to high-visibility public platforms, continuously building your reputation.

‍4) Referral Program Activation

• Action: The system automatically sends a personalized "Thank You" follow-up email that includes a referral link or coupon code to incentivize sharing your service.
• Benefit: Systemized Word-of-Mouth - Turns happy customers into a cost-effective, active sales force by formalizing the sharing process.

‍5) Marketing & CRM Update (when possible)

• Action: The client's profile in the CRM is updated (e.g., tagged as "Promoter" or "Review Left") and the source of any resulting referred leads is tracked.
• Benefit: Measurable ROI - Provides clear data on the effectiveness of your reputation efforts and identifies your most loyal, valuable customers for future campaigns.

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Guaranteed Performance Benchmarks

This investment delivers predictable, quantifiable improvements to your referral and review process.

• Reputation: Automated Screening Rate: 100% of clients are screened before a public ask.
• Safety: Reduction in Public Negative Feedback: Guaranteed decrease due to the private triage funnel.
• Marketing Cost: Reduction in Customer Acquisition Cost (CAC) for referral leads.
• Efficiency: Manual Time Spent Chasing Reviews: 0 hours.

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Technology Stack & Integration Overview

We build this solution on a best-in-class, tool-agnostic stack that connects your critical systems seamlessly. This isn't a proprietary solution. We use the tools you trust to create a flexible, future-proof solution. We connect your financial data directly to your marketing engine, turning every payment into a growth opportunity.

• Core Integrations: Accounting/Payment Gateway (QuickBooks, Xero, Stripe), CRM, Reputation Management Platform (Podium, Birdeye, NiceJob), and Communication Platforms (Email/SMS).

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