The following steps outline how to create a simple yet effective system for generating high-quality reviews at every stage of your customer journey.

1. Deciding When Reviews Should Be Gathered

Identify the ideal points in the customer experience to ask for feedback. Reviews can be gathered during:

• After the Demo: After the demo, whether you closed the sale or not, you can get a review from the homeowner on how the demonstration went.

• After Installation: Immediately following a completed service or installation.

• After Warranty Registration: When a customer registers a product or completes post-service paperwork.

Timing your requests ensures customers provide reviews when satisfaction is highest.

2. Assigning Who Should Be Responsible for Collecting the Review

Clarify team ownership for each stage of the process:

• Sales Phase: The sales representative follows up to request a review.

• Installation Phase: The installer asks for feedback after completion.

• Warranty Registration Phase: The sales rep or operations manager ensures a review request is sent.

Having clear accountability guarantees reviews aren’t overlooked.

3. Deciding How Reviews Are Gathered

Choose consistent, easy-to-use methods for collecting reviews. Options include direct links in follow-up emails, text messages with review prompts, or in-person requests using QR codes. Streamlining the process makes it simple for customers to share feedback.

4. Prioritizing Where Reviews Are Posted

Focus your efforts where visibility matters most. Direct customers to platforms that best support your brand—Google, Facebook, industry-specific directories, or your company website. Prioritizing key platforms helps you build a stronger online presence efficiently.

Level Up Your Review Efforts Further

Establishing an Incentive Program

Motivate your team to collect reviews by creating friendly competition or offering small rewards. For example, hold a monthly contest where the employee who gathers the most verified reviews earns a gift card or recognition. Incentives help keep engagement high and results steady.

Getting More Than Just a Review

Maximize each interaction by requesting not only written feedback but also photos, videos, or brief testimonials. These assets enhance marketing materials, social proof, and storytelling—giving your efforts long-term value beyond the review itself.