Customer Review & Referral System

PURPOSE

The Customer Review & Referral System establishes a consistent process for earning positive customer reviews, generating referrals, and strengthening long-term customer relationships.

By proactively requesting feedback and encouraging referrals after every successful job, the business builds trust, enhances its reputation, attracts new customers, and increases customer lifetime value.

Without a structured review and referral process, satisfied customers often leave without sharing their experience, resulting in missed opportunities for growth and social proof.

PROCEDURE

  • Confirm the customer is satisfied before closing the job or project.

  • Ask the customer for a Google or preferred online review.

  • Provide a simple review link or QR code to make leaving a review easy.

  • Thank the customer for their feedback and support.

  • Introduce the company's referral program and explain its benefits.

  • Ask if the customer knows anyone who could benefit from the company's services.

  • Record all reviews, referrals, and customer feedback in the CRM.

  • Respond professionally to all customer reviews, both positive and negative.

  • Recognize and reward referral partners according to company policy.

  • Review customer feedback regularly to improve service quality and strengthen the customer experience.

SUCCESS BEHAVIORS

The most effective sales professionals consistently:

  • Prepare before every sales conversation.

  • Ask thoughtful questions before presenting solutions.

  • Focus on solving the customer's problem.

  • Follow up when promised.

  • Address concerns with confidence and honesty.

  • Ask for the next step before ending every conversation.

COMMON FLOW RESTRICTIONS

Sales processes become ineffective when teams:

  • Respond inconsistently or too slowly.

  • Talk more than they listen.

  • Fail to identify the customer's real needs.

  • Neglect timely follow-up.

  • Leave next steps unclear.

  • Stop nurturing opportunities before a decision is made.

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CONTINUOUS IMPROVEMENT