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Bots for Small Businessby Brendan Byrne

Guide 6 of 17 · Easy

How to set up a review request bot

Ask happy customers for a review automatically after the job's done.

Tools: Your booking, invoicing or CRM tool, email or SMS, your Google review link
Difficulty: Easy
Setup time: 1-2 hours (estimate). A rough estimate.
Cost: Many of these tools have free tiers. Check current pricing before you commit.

Step by step

Get your Google review short link from your Business Profile.
Pick the trigger: invoice paid, job marked complete, or appointment finished.
Write a short, friendly message asking for an honest review, with the link.
Set it to send 1-2 days after the trigger.
Send to every customer; don't filter to only happy ones (that's 'review gating' and against Google's policies).
Reply to every review that comes in.

Watch-outs

Don't offer incentives for reviews.
Don't ask only customers you think are happy.
One reminder at most.

Questions

What tool should I use?

Start with what you've got: many invoicing and booking tools can send a follow-up email. Zapier or Make can connect them if not.

Is SMS better than email?

Often yes for local services, but costs apply per message.

Related guides

Need prompts for the AI steps? See 40 AI use cases with copyable prompts. Want a hand? Get in touch.