On this page
- Start with the rules
- Step 1: Choose where you want reviews
- Step 2: Decide when to ask
- Step 3: Write a simple, honest request
- Step 4: Use suitable channels
- Step 5: Offer a private feedback route without blocking public review
- Step 6: Respond to every review
- Step 7: Learn from patterns
- Checklist
- Learn more
- Keep learning
Start with the rules
Review platforms have their own policies, and regulators have rules on fake and misleading reviews. In general, avoid: writing reviews yourself, paying for positive reviews, offering incentives that are conditional on a favourable rating, and selectively inviting only happy customers to review (sometimes called review gating). Read the current policy of each platform you use. The aim is a representative, honest picture.
Step 1: Choose where you want reviews
Pick the two or three review sites that matter for your business and customers. Obtain the direct review link for each, and test it on a phone.
Step 2: Decide when to ask
Ask when the customer has experienced the result and the memory is fresh: shortly after service completion, delivery or a milestone. For long engagements, ask at a natural checkpoint rather than the end only.
- Service completed
- Wait a sensible interval
- Personal request
- Customer review
- Public response
- Track and learn
Step 3: Write a simple, honest request
Keep it brief and sincere: thank the customer, explain that feedback helps others, and provide a link. Example: "Thank you for choosing us. If you have a minute, we'd appreciate an honest review here: [link]. Your feedback helps us and other customers." Do not pressure, and do not dictate what to say.
Step 4: Use suitable channels
Email and text are common. Only use text where the person has agreed to it. A QR code on a receipt or at a counter suits in-person businesses. Personal requests from the person who delivered the service often perform well.
Step 5: Offer a private feedback route without blocking public review
It is fine to tell customers how to contact you directly if something went wrong. It is not fine to steer only satisfied customers toward the public site. Provide the public link to everyone you ask.
Step 6: Respond to every review
Thank people for positive comments in a specific, non-generic way. For criticism, respond calmly and factually, acknowledge the issue, and offer to continue the conversation offline. Do not reveal personal details about the customer in a public reply. Your response is read by future customers as much as by the reviewer.
Step 7: Learn from patterns
Tag reviews by theme, such as punctuality, quality, price or communication, and review them monthly. Share praise with the team, and treat recurring complaints as operational feedback.
Checklist
- Platform policies read and understood.
- Direct review links collected and tested.
- Request timing defined.
- Message template written and approved.
- Consent checked for text or email.
- No incentives, scripts or selective inviting.
- Response guidelines written for positive and negative reviews.
- Monthly review of themes scheduled.
Learn more
The full picture, including monitoring and workflow automation, is in our guide to reputation and reviews. For how automation handles the timing, see how workflow triggers and actions work.
Keep learning
- Reputation & ReviewsLearn how to request, monitor and respond to reviews and feedback in an honest, consistent way.
- Email & SMS MarketingLearn how email and text messages support nurturing, reminders and notifications, with consent and deliverability done right.
- Marketing AutomationLearn how triggers, actions and conditional logic automate follow-up, onboarding, reminders and retention.