System 05 of 07 — Reputation & Retention

Turn Happy Clients into Your Best Marketing

Automate review requests, referral asks, and re-engagement sequences to keep your pipeline full without paid ads — and build the kind of online reputation that converts prospects before they ever call.

Book Your Strategy Call See All Services
What a Strong Reputation System Produces
4x
more Google reviews when requests are automated and timed correctly
35%
of new clients from referrals in practices with a structured referral system
$0
ad spend needed when word-of-mouth and reviews are working as a system
What Reputation & Engagement Systems Include

Automated touchpoints across your client lifecycle that drive reviews, referrals, and re-engagement — without adding work to your team.

Review Request Automation

Timed, personalized review requests sent via SMS and email at the peak moment of client satisfaction — after a positive milestone, session, or project completion. Sent automatically, every time.

Referral Program Setup

A structured referral ask workflow — triggered at the right moment, with the right message — that makes it easy for happy clients to refer people they know. Built into your existing process, not bolted on.

Win-Back Sequences

Automated re-engagement campaigns for clients who've gone quiet — triggered by inactivity, sent over a defined window, and designed to bring lapsed clients back to booking without a cold outreach.

Client Milestone Triggers

Automated touchpoints for anniversaries, session milestones, or progress markers — keeping your brand present and your clients feeling recognized between active engagements.

Social Proof Collection

Systematic testimonial and success story collection — triggered post-engagement, routed through a simple approval flow, and ready to publish across your website and marketing channels.

NPS & Satisfaction Surveys

Automated NPS and feedback surveys that surface issues before they become negative reviews — and identify your happiest clients so you can time review and referral asks perfectly.

How It Works

A client lifecycle mapping process that identifies the highest-leverage moments for reputation and engagement touchpoints.

01

Client Lifecycle Mapping

We document the full arc of your client relationship — onboarding, milestones, completion, and post-engagement — and identify where satisfaction is highest and outreach would land best.

02

Touchpoint Design

We define the timing, channel, and message for each automated touchpoint — review requests, referral asks, milestone messages — built around your brand voice and client expectations.

03

Sequence Build & Platform Setup

We build every sequence in your automation platform and connect to your review platforms (Google, Yelp, Healthgrades), CRM, and scheduling system so triggers fire based on real client actions.

04

Testing & Approval Flow

We run end-to-end tests across all scenarios — including the testimonial collection and approval workflow — and verify every message is accurate, timed correctly, and landing in the right channel.

05

Launch & Performance Baseline

We launch, document your baseline review count and referral rate, and check back at 30 and 60 days to measure impact and tune based on what the data shows.

Who This Is For

Reputation & Engagement Systems is the right investment for any service business where trust is the purchase trigger.

You have fewer than 50 Google reviews — and your competitors with 200+ reviews are winning business before anyone calls you.

You have no formal referral program — referrals happen by accident, not by design, and you have no way to encourage them systematically.

You're spending on ads to acquire new clients but haven't fully leveraged the happy clients you already have.

Clients go quiet after their engagement ends and you have no system to re-engage them or bring them back when they're ready.

Explore All 7 Systems

Ready to make your happiest clients your best salespeople?

Book a discovery call. We'll review your current review count, referral rate, and client lifecycle — and show you exactly where the quick wins are before we build anything.

Book Your Discovery Call