Workflow Flowchart insert illustration here soon Call Client Immediately, Get These company name, and more details (?) logo, if any do you want to give out incentive? set a date and time for onboarding call Onboarding Call inte ...
Complete The Onboarding Checklist View Request Strategy Limits (depending on Package Tiers) Basic / Standard / Pro (5,10,20) per day View email template Request SUBJECT We’d love your feedback – Win a free bouquet! ...
Create Project Inviting Clients Every client will need a project to be invited to. When they sign into their client portal, it is required for them to be viewing a project at all times. If they are invited to more than one project, they will hav ...
Integrations Pabbly Connects (recommended) Send customer data into GoReview from thousands of 3rd party apps and CRMs with an app connector. If you are not familiar with using APIs, this solution is perfect for you, and it will allow to work with just a ...
Email BCC method Import Customers by BCC-ing Them You can now import customers by including your project’s unique BCC email address when sending an email (like an invoice) to a customer. This will automatically import your customer into the platfo ...
Settings website URL Currency Google Analytics ID Domain Setting up sending domain Locations Only needed when client has multiple locations Appearance upload client logo fill in meta and open graphs Strategy TRIGGER Send request ...
Sending Domain Setup You will need to enter 4 DNS records to set up your sending domain. 2 TXT records and 2 MX records. This allows us to send emails on your behalf. If you do not add your own sending domain, all platform emails sent to your ...
⚠️ THIS IS AN UPSELL SERVICE Choose one method to import customers Manual Entry Upload CSV BCC Manual Entry You can manually enter customer data directly in our app. While it is not an automated solution, it is a simple way to get started Uploa ...
Import Reviews by URL You can now import recent reviews from Google, Facebook, Trustpilot, and Yelp by simply entering your business URL from these platforms. It’s a quick, credential-free way to bring external reviews into the platform. More sourc ...
Checklist before sending out imported customers? send to own email to check? etc etc
(coming soon)
Manual Entry You can manually enter customer data directly in our app. While it is not an automated solution, it is a simple way to get started. Login to GoReview app.goreview.com Follow these instructions to add every past customers Add customers ...
Ghosted Clients If a client is hesitant to proceed or ghosts you: Keep the door open: Propose scheduling a call or ask if there are concerns you can address. Example:"Hi [Client Name], I noticed you haven’t responded to the proposal yet. If y ...
This is what we're setting up for: If negative review: Neutral review Positive review: LFG!🔥 Review Pages go to Review pages → choose location → settings disable redirect links add incentive message on Review Page negativ ...
Objective: To standardize the end-to-end setup of the tochat.be WhatsApp Lead System for a new dental clinic client, ensuring accurate lead tracking and seamless integration. Owner: Agency Technical/Account Manager Frequency: Once per new ...