Review Request & Service Recovery

AC QA TEST · 2026-09-02T19:54:48.961Z

Category: Customer Experience / Reputation Management What It Is Requests neutral feedback, routes service problems internally, and continues eligible customers into the approved review-request process. Objective Increase legitimate feedback and review volume while ensuring service issues receive human recovery. Trigger A customer reaches an approved post-service or post-transaction stage and is eligible for follow-up. Automation Flow Confirm the customer is eligible for feedback outreach. Send a neutral feedback request. If the customer reports a service issue, route the concern internally for human follow-up. Create a task for the responsible owner when recovery is required. Track the resolution status of the service concern. Continue only eligible customers into the approved review-request process. Record the interaction and outcome in the CRM. Stop Logic Stop automated outreach when the customer opts out, reports a service issue requiring human handling, completes the approved review process, or becomes ineligible for further messaging. Recommended Platform GoHighLevel CRM, Workflows, Conversations, Reputation Management, and task management where appropriate.

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