Customer support ops: capture closed clients for reviews

Support ops miss adding clients at File Closing, causing missed review requests and dented public ratings. Closed clients are queued for review outreach so reputation can solicit feedback and protect ratings.

Overview

Missed review requests after file closing dilute public ratings and waste marketing effort. This workflow captures every closed client and pushes them into your review outreach pipeline while alerting reputation staff, turning overlooked closings into consistent feedback opportunities. The result is faster outreach and cleaner contact records that help protect your public ratings.

Notable Features

Queue closed clients for outreach
Create review platform contacts
Notify reputation team of additions