Add new service clients to your review platform
Add new service clients to your review platform
Your new client records from field bookings often miss review capture and leave feedback pipelines empty. Add contacts to the review platform so follow-ups happen the same day.
Overview
When new field clients only live in your booking system, feedback invites get delayed and reputation signals weaken. This workflow pushes each new client into your review platform and standardizes contact details so your CX team can request feedback the same day.