Retention & Reviews

You're doing good work. Your customers just aren't coming back — or leaving reviews.

We build follow-up and retention workflows that check in after service, ask for reviews at the right moment, re-engage past customers, and prompt referrals — so your best customers become your best marketing.

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The Problem

You're delivering good work, but customers aren't coming back or leaving reviews.

Most local businesses lose customers not because of bad service, but because of no follow-up. After a job is done, there's no thank-you message, no review request, no check-in, no reason to return. BrightLocal's 2026 Local Consumer Review Survey found 97% of consumers read reviews for local businesses before hiring — and 80% are more likely to use a business that responds to every review, while 42% are unlikely to use one that never replies. A Harvard Business School study found a one-star increase in Yelp rating is associated with 5–9% higher revenue for independent local businesses. The businesses winning on Google and Yelp aren't doing better work — they're doing better follow-up. AI can systematize the post-service communication layer: checking in, asking for reviews, re-engaging past customers, and prompting referrals — without adding staff.

What We Build

AI systems we can build for this workflow

Post-Service Follow-Up

Sends a personalized thank-you message after a job or appointment is complete — via SMS or email.

Review Request Workflow

Asks satisfied customers for a review at the right moment, with a direct link to your Google or Yelp profile.

Review Response Monitoring

Alerts your team when new reviews arrive and drafts suggested responses for your approval.

Reactivation Campaign

Reaches out to past customers who haven't returned in a defined period — with a relevant, personalized message.

Referral Prompt Workflow

Asks happy customers to refer friends or family at the right time, with a clear and simple call to action.

Service Anniversary Follow-Up

Sends timely reminders when customers are due for a recurring service, maintenance visit, or annual check-in.

Integrations

Systems we connect to

We build AI workflows around the tools your team already uses — no ripping out existing software.

Reviews
Google Business Profile Google Business Profile
Yelp Yelp
Podium Podium
Marketing
Mailchimp Mailchimp
Klaviyo Klaviyo
CRM
HubSpot HubSpot
GoHighLevel GoHighLevel
Salesforce Salesforce
Field Service
ServiceTitan ServiceTitan
Jobber Jobber
Housecall Pro Housecall Pro
Practice & Automation
SimplePractice SimplePractice
Jane App Jane App
Zapier Zapier
Use Cases

Common use cases

  • Post-job thank-you and satisfaction check-in
  • Review requests for Google, Yelp, and industry platforms
  • Win-back campaigns for lapsed customers
  • Referral prompts for satisfied customers
  • Annual or seasonal service reminders
  • Loyalty and membership renewal reminders
  • Post-appointment feedback collection
Who Benefits

Business types we serve

  • Home service businesses (HVAC, cleaning, landscaping, pest control)
  • Healthcare and wellness practices
  • Dental and cosmetic practices
  • Professional service firms
  • Restaurants and food businesses
  • Any local business where reviews and repeat business drive growth
Guardrails & Trust

Built with clear limits — not just scripts.

Every AI system we build includes human handoff, escalation rules, testing, and monitoring. We're clear about what AI should handle — and what it should escalate to your team.

  • We never generate fake reviews or engage in review gating
  • Review requests only go to real customers who completed service
  • No pressure tactics or manipulative follow-up sequences
  • Customers can opt out of follow-up communication easily
  • All messages reviewed and approved before going live
  • You define the timing, tone, and frequency of outreach
  • Monthly review of follow-up performance and response rates

Ready to fix this workflow?

Book a free AI Opportunity Review. We'll identify the right system for your business, scope it clearly, and tell you honestly if AI is the right fit.

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