Project managers capture reviews after invoice approval
Project managers capture reviews after invoice approval
Project managers lose post-job reviews and referrals when final invoices close without follow-up. Timed closing messages request reviews so managers capture feedback and referrals.
Overview
Project managers risk losing testimonials and repeat business when final invoices close without outreach. This workflow triggers closing outreach and review/referral requests a few days after approval, ensuring zero missed follow-ups and moving clients into ongoing concierge communications.
Notable Features
- Send closing message after approval
- Ask customers for reviews and referrals
- Add clients to concierge follow-up list