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Zapier Review & Referral Automation
Turning every completed sale into an automated review and referral opportunity.
Challenge
The client, a service business, had no system for generating reviews or referrals after a sale — this follow-up was left entirely to chance, with no consistent process to prompt customers.
Resolution
- Built a Zapier automation triggered automatically by incoming Square payments
- Configured a three-day delay after purchase before initiating outreach
- Sent an automated Gmail review request containing a direct link to the business’s Google Business review page
- Added the customer to a Klaviyo referral nurture flow immediately following the purchase
Impact
- Every Square transaction now automatically triggers a review request, removing reliance on staff remembering to ask
- Referral nurture begins immediately after purchase, turning word-of-mouth into a consistent, systemised channel
- Post-purchase follow-up runs on full autopilot across every sale, rather than being handled ad hoc or skipped
Stack
Tools used: Zapier, Square, Gmail, Klaviyo, Google Business
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