A project reaches handover
Ask once the client has received the work and experienced the handover. A website launch or campaign delivery can be a suitable milestone without implying that every long-term commercial result is already known.
Review automation for marketing agencies
Make client feedback part of your agency’s delivery routine.
Projects and retainers offer different moments to ask about the experience of working together. Build review requests around a completed delivery or agreed reporting milestone, with a consistent invitation that does not depend on remembering after the next client meeting.
No setup fee. Verify your email, choose a plan and add a card to start your trial.
Use Reviews on its own. No callback widget needed.
Example AgencyText message
Ask at a moment that makes sense.
Use a completed handover, settled onboarding or agreed relationship review. Give clients enough experience to comment on your service before adding them to the request workflow.
An ongoing retainer
Use a planned service review or reporting milestone and agree a sensible frequency. Apply the process consistently rather than selecting only clients who praised the latest campaign.
A request you can make your own.
Start with a personal, neutral message. Replace the example business name and choose the destination before sending.
- Choose the momentYour team decides the customer is ready to be asked.
- Choose the destinationSend them directly to a review site or to your RoundRobin feedback page.
- Keep the outcome clearA request, a link click and a published review are different events.
Fit it around your working day.
- Choose a milestone for project clients and a separate cadence for ongoing retainers.
- Have the account owner add ready clients in the dashboard or a connected Google Sheet.
- Check the message, destination and request history before each sending cycle.
Keep the handover clear
A review is not permission to reuse confidential campaign results or create a case study. Project-management and CRM events need an explicit workflow to add contacts.
See request history, feedback and review-site clicks separately.
A few useful answers.
Should we wait for a successful campaign before asking?
Choose a fair milestone that gives clients enough experience of the service. Ask consistently rather than making an invitation depend on a positive performance result or likely rating.
Can we use email for business clients?
Yes. Individual requests support email or SMS. A connected Sheet uses SMS when a valid mobile is available and email when only a valid email address is available.
What happens after a review request?
Customers follow your chosen link to Google, Trustpilot or another configured destination, or leave feedback on your branded RoundRobin page. They choose their own rating and words. RoundRobin feedback is never automatically posted to another platform.
What can we measure?
Track the request history, review-site clicks and feedback received in RoundRobin. A click to a public review site does not confirm a published review. For direct links, reminders stop after a click; eligibility and timing rules apply.
Start with your next review request.
Set up Reviews, choose your destination and send an individual request. Add automation when your routine is ready.
No setup fee. Email verification, plan selection and a payment card start your trial. Initial review-request SMS messages accepted for sending use credits from your plan. See Pricing for current rules.
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