Bottom line
The service or appointment is complete.
Best for
Attorneys: Counsel has approved a matter as closed, all known duties are addressed, and a neutral policy says an optional service-feedback request is appropriate.
Use when
Job, visit, purchase, or appointment marked complete; stop on reply, booking, stage change, or opt-out.
Watch for
The former client may worry that reviewing the firm could expose private facts, affect remaining obligations, or require praising the case outcome.
Editorial Position
Feedback collection and public review requests are independent. Never use private feedback to select only satisfied customers for a public review request; that is review gating.
When To Use This Campaign Type
A completed experience is eligible for an honest public review request with no unresolved service issue. The email exists to invite unbiased feedback through one review path without filtering recipients by expected sentiment.
- The service or appointment is complete.
- The customer has enough context to give useful feedback.
- The team can ask without filtering only happy customers.
Best For
- Recent customers or clients.
- Post-service workflows.
- Teams that need reputation signals without review gating.
Not Best For
- Unresolved complaints.
- Only asking customers who gave private positive feedback.
- Contacts who opted out of marketing communication.
Templates For This Goal
AttorneysPost Service
Request optional service feedback after attorney-approved matter closing without revealing the matter, steering sentiment, or pressuring the former client.
Business moment
Counsel has approved a matter as closed, all known duties are addressed, and a neutral policy says an optional service-feedback request is appropriate.
Primary objection
The former client may worry that reviewing the firm could expose private facts, affect remaining obligations, or require praising the case outcome.
Platforms: Clio, Lawmatics, MyCase, GoHighLevel
Plumbing CompaniesPost Service
Request honest feedback after a completed plumbing job without review gating or ignoring an open service issue.
Business moment
A residential plumbing job was completed within the last 24 hours with no open callback, complaint, warranty issue, or billing dispute.
Primary objection
The customer will ignore a vague review request or resent one sent before a service problem is resolved.
Recipient
Plumbing service customer
Sequence: Plumbing Post-Job Review and Maintenance Plan SequencePlatforms: GoHighLevel, ServiceTitan, Constant Contact
Insurance AgenciesPost Service
Invite a fact-finding review of life changes and policy records without diagnosing gaps or promising that a review makes coverage adequate.
Business moment
A current policyholder reaches a scheduled annual fact-verification point without an open claim, cancellation, complaint, or urgent coverage problem.
Primary objection
The policyholder doubts the value of a review and worries it will become a sales pitch rather than an accurate check of changed facts.
Sequence: Insurance Renewal Review SequencePlatforms: HubSpot, Keap, Constant Contact
Med SpasPost Service
Request optional honest service feedback after clinical follow-up closes, without selecting by outcome or exposing treatment details.
Business moment
A client's clinical follow-up is neutrally closed with no adverse-event, complaint, refund, result, or privacy exception.
Primary objection
The client may want to comment but worries about exposing treatment information or believes only positive outcomes are invited.
Sender
Patient coordinator
Platforms: ActiveCampaign, Klaviyo, GoHighLevel
RoofersPost Service
A roofing project passes final inspection or walkthrough, cleanup, invoicing, warranty delivery, and open-issue checks, making an objective review request eligible.
Business moment
A roofing project passes final inspection or walkthrough, cleanup, invoicing, warranty delivery, and open-issue checks, making an objective review request eligible.
Primary objection
The homeowner will resent a review request if cleanup, workmanship, property damage, billing, documents, or warranty service still needs attention.
Recipient
Homeowner after roof project
Sequence: Roofing Post-Job Care SequencePlatforms: GoHighLevel, ServiceTitan, Housecall Pro, Jobber
Accounting FirmsPost Service
Invite an objectively eligible client to leave an honest public review after completed work, without sentiment filtering, pressure, or claims about the review.
Business moment
An eligible client can describe a completed experience without exposing private financial information.
Primary objection
The client may worry that feedback affects service or may reveal private facts in a public post.
Sender
Engagement owner or close manager
Recipient
Accounting client
Sequence: Post-Filing Client Relationship SequencePlatforms: HubSpot, ActiveCampaign, GoHighLevel
Mortgage BrokersPost Service
Request optional honest service feedback and permission-based introductions after verified closing without linking value to referrals.
Business moment
A mortgage transaction is verified closed with no unresolved servicing, closing, complaint, fraud, or privacy issue under a neutral eligibility rule.
Primary objection
The borrower may want to comment or refer someone but needs privacy, honest-review, consumer-choice, and no-quid-pro-quo assurance.
Recipient
Closed mortgage borrower
Platforms: HubSpot, GoHighLevel, Keap
Industries Where This Goal Matters Most
How The Moment Changes By Industry
Plumbing Companies
A plumbing job is complete, the account is clear, and the customer can leave an honest review without any open callback or dispute.
Related Sequences
post service
Post-Filing Client Relationship Sequence
Close the filing record, invite an honest review or referral under independent eligibility rules, and offer a scoped planning conversation when appropriate.
Trigger: A scoped engagement reaches a verified completed-service state with no open complaint, dispute, security issue, payment exception, or authority action requiring priority handling.
Timing: Release the final package when ready; evaluate review, referral, and planning eligibility independently at later verified checkpoints rather than sending every message automatically.
renewal
Insurance Renewal Review Sequence
Prompt a policy review before renewal or rate changes create churn.
Trigger: Policy renewal window opens.
Timing: 45 days before renewal, 21 days before renewal
post service
Plumbing Post-Job Review and Maintenance Plan Sequence
Capture honest feedback, route service recovery, and present a transparent annual plumbing plan after a successful job.
Trigger: Residential plumbing job completed with no open callback, complaint, warranty issue, refund, or billing dispute.
Timing: Within 24 hours, Day 2
post service
Roofing Post-Job Care Sequence
Collect honest feedback, keep warranty records accessible, and request permission-based referrals only while project closeout remains clean.
Trigger: A roofing project passes completion, inspection, cleanup, invoice, warranty-delivery, and open-issue checks.
Timing: Review request after verified closeout; warranty check-in at the approved interval; referral request only after the record remains issue-free
Email Platform Setup Pattern
Trigger
Job, visit, purchase, or appointment marked complete
Delay
Same day or within 24 hours
Segment
Completed customer record with consent context
Action
Send review request and route replies to the owner
Stop condition
Customer leaves review, replies, opts out, or needs support follow-up
Current template examples reference: ActiveCampaign, Clio, Constant Contact, GoHighLevel, Housecall Pro, HubSpot, Jobber, Keap, Klaviyo, Lawmatics, MyCase, ServiceTitan.
Common Mistakes To Avoid
Review gating
Do not only request reviews from people who privately indicate they were happy.
Making the ask too broad
Ask for one specific next step and make the link easy to find.