Illustrative playbooks, not client resultsSee a playbook
Playbooks by Industry
See how the trigger, timing and follow-up might look for your trade. These are illustrative examples to show the mechanics — not documented client results.
Illustrative workflows
How the mechanics could work for your trade
Every playbook below is a hypothetical setup, built to show how a request, a reminder and an exception fit together. Your actual wording, timing and rules are agreed with you during setup.
Dental & practice care
Illustrative- Trigger
- Appointment marked complete in your practice software.
- Timing consideration
- Sent once the patient has left, timed to avoid clinical hours.
- Sample invitation
- “Thank you for visiting us today. Would you share your experience?”
- Follow-up rule
- One reminder only, spaced a few days apart, then it stops.
- Exception
- A concerned patient gets a direct contact option instead of a public prompt.
Roofing & exterior contractors
Illustrative- Trigger
- Job marked complete and signed off by the crew.
- Timing consideration
- Sent once materials are cleared and the customer has seen the finished work.
- Sample invitation
- “Thanks for choosing us for your roof. How did it go?”
- Follow-up rule
- A single follow-up if there's no response, then the request stops.
- Exception
- An unresolved punch-list item is handled directly before any request goes out.
HVAC & climate services
Illustrative- Trigger
- Technician marks the job complete in the field app.
- Timing consideration
- Sent the same day, while the fix is still top of mind.
- Sample invitation
- “Hi, thanks for having us out today. Mind leaving a quick review?”
- Follow-up rule
- Reminder timing is agreed during setup — no fixed universal cooldown.
- Exception
- A callback request routes to your team first, not to a review prompt.
Legal & professional practices
Illustrative- Trigger
- Matter marked closed, with the client's contact permission confirmed.
- Timing consideration
- Sent after the engagement has formally ended.
- Sample invitation
- “Thank you for trusting us with your matter. We'd welcome your feedback.”
- Follow-up rule
- No repeat requests without a fresh, agreed trigger.
- Exception
- Sensitive matters are excluded from the campaign at setup, by category.
Auto repair & service centres
Illustrative- Trigger
- Repair order marked picked up and paid.
- Timing consideration
- Sent shortly after pickup, while the visit is recent.
- Sample invitation
- “Thanks for bringing your car in. How was the service?”
- Follow-up rule
- One reminder, then the request stops regardless of response.
- Exception
- A warranty or comeback issue is routed to service, not the review link.
Landscaping & seasonal services
Illustrative- Trigger
- Project or seasonal visit marked complete.
- Timing consideration
- Sent once the site has been walked and approved.
- Sample invitation
- “Thanks for having us take care of your yard. Would you share how it went?”
- Follow-up rule
- Recurring customers follow an agreed cadence, not a request every visit.
- Exception
- An open punch-list item pauses the request until it's resolved.
Want to see this mapped to your business?
Tell us how your jobs, appointments or visits actually work. We'll help you shape a playbook around it.