Skip to content
Templates
Add paid customers to review outreach and capture contacts

Add paid customers to review outreach and capture contacts

Your paid invoice customers lack follow-up when contact info isn't added to your review queue. It captures phone and email, then adds contacts to your review outreach so invites go out same day.

Add paid customers to review outreach and capture contacts

Workflow preview:

Zap details:

Overview

When paid jobs aren't funneled into your review outreach, you miss the window to ask for feedback. This flow captures invoice customer contacts and pushes them into your review queue so invites go out same day, improving review velocity.

Add paid customers to review outreach and capture contacts