Automated Post-Visit Follow-Ups
An automation that checks in a few days after a visit, then invites a review, so the ask feels genuine. Configurable delay, one gentle reminder, consent honored.
In short
Automated Follow-Ups wait a few days after a visit, open with a soft how did everything go check-in, and only then invite a review, so the ask feels genuine instead of pushy. The delay is configurable (about three days by default), there is one gentle reminder, and it honors consent and unsubscribe. Everyone is asked, so it is compliant by default.
Asking for a review the instant a job wraps can feel abrupt, and waiting too long means the moment is gone. Automated Follow-Ups solve that by checking in a few days after the visit with a soft, human first touch, and only then inviting a review. The ask lands when the customer has had time to settle in and is genuinely glad you came.
Check in first, ask second
The first message is not a review request at all. It is a friendly note that asks how everything has been since the visit. That small gesture does two things. It shows the customer you actually care whether the work held up, and it gives anyone with a lingering concern a natural place to raise it before it ever becomes a public complaint. When the answer is positive, the invite to leave a review follows, and it feels like a warm next step rather than an out-of-nowhere demand.
This mirrors how the best teams already ask. The strongest companies do not blast a review link the second the invoice clears. They check that the customer is happy, then make leaving a review easy. The automation just makes that good habit run on every job, whether or not anyone remembers.
A delay you can tune
Different businesses peak at different times. A few days is right for most, which is why the default lands at about three. If your customers tend to judge the work sooner or later than that, you can move the delay to match the moment your goodwill is highest.
About 3 days
the sensible default delay before the check-in
Configurable
move the timing to match your own rhythm
1 reminder
a single gentle nudge, then the sequence ends
One reminder, never a pile-on
If the customer does not respond, a single gentle reminder catches them at a better moment. After that, the sequence stops on its own. The goal is to be helpful, not to wear someone down, and a respectful cadence is also what keeps your sending reputation healthy. Every message honors consent, so an unsubscribe or a STOP ends the sequence immediately.
Pair it with the channels your customers use
The follow-up rides on Review Requests, so the check-in and invite can reach customers by email or text. Aim it at the warmest people with likely-reviewer segments and your best moments turn into reviews.
Genuine, and compliant by default
Because the soft check-in goes to everyone, not only the customers you expect to be thrilled, you stay clear of review gating, which Google prohibits. Someone with a problem can reach you privately first, but no one is ever blocked from posting a public review. The same automation that grows your rating is the one that keeps your listing safe.
Want the details on where the line sits? We spell it out on Is this allowed?.
Frequently asked questions
- How long after a visit should I follow up?
- A few days is right for most businesses, which is why the default delay is about three days. That gives the customer time to live with the work and form a genuine opinion, while the experience is still fresh. You can move the delay to match the moment your own customers feel happiest.
- Does the follow-up start by asking for a review?
- No. The first touch is a soft check-in that asks how everything has been since the visit. Only after a positive response does it invite a review. That order makes the ask feel genuine and gives anyone with a concern a private place to raise it first.
- Will customers get pestered with messages?
- No. The automation sends the check-in, then at most one gentle reminder, and then it stops. Every message honors consent, so an unsubscribe or STOP ends the sequence right away. The cadence is built to be respectful, which is also what keeps your sending reputation healthy.
- Is automated follow-up allowed under Google's rules?
- Yes. Following up to ask for honest reviews is allowed. What Google prohibits is review gating, where only happy customers are invited to post publicly. Because the same sequence goes to everyone, you are compliant by default.