Straight answer
The service or appointment is complete.
Best fit
HVAC Contractors: A customer just had a completed HVAC service visit and satisfaction is likely highest.
Conditional fit
Job, visit, purchase, or appointment marked complete; stop on reply, booking, stage change, or opt-out.
Main tradeoff
They may ignore the ask unless it is specific, easy, and not review-gated.
When To Use This Campaign Type
Use review requests after a completed job, visit, case milestone, appointment, or purchase. Timing matters because the experience is still fresh, but the ask must stay honest and easy.
- 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
HVAC ContractorsPost ServiceRisk: low
Request a Google review within 24 hours of a completed job, while satisfaction is at its peak
View templateBusiness moment
A customer just had a completed HVAC service visit and satisfaction is likely highest.
Primary objection
They may ignore the ask unless it is specific, easy, and not review-gated.
Recipient
recent service customer
Sequence: HVAC Post-Service Review and Plan SequencePlatforms: GoHighLevel, ServiceTitan, Constant ContactStatus: reviewed
Plumbing CompaniesPost ServiceRisk: low
Request honest feedback after a completed plumbing job without review gating or ignoring an open service issue
View templateBusiness 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
recent plumbing service customer
Sequence: Plumbing Post-Job Review and Maintenance Plan SequencePlatforms: GoHighLevel, ServiceTitan, Constant ContactStatus: reviewed
Industries Where This Goal Matters Most
Related Sequences
post service
HVAC Post-Service Review and Plan Sequence
Capture a review, handle service feedback, and introduce the maintenance plan while satisfaction is fresh.
Trigger: Job completed and invoice closed.
Timing: Within 24 hours, Day 2, Day 9
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
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: Constant Contact, GoHighLevel, 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.