Review & Testimonial Funnel
Status: Concept · Last Updated: 2026-05-15
After a project is marked complete, the CRM automatically kicks off a post-project satisfaction loop — turning happy customers into public reviews, video testimonials, and word-of-mouth, all incentivized with a gift card and a free vacation offer.
Trigger
Project status → Complete → system automatically sends a survey via email and SMS within a configurable window (TBD — hours or days after completion).
Step 1 — Satisfaction Survey
Email + SMS survey sent automatically. One key question: "Were you satisfied with the project?" Two paths branch from here.
| Response | What Happens |
|---|---|
| Not Satisfied | Internal flag raised, contractor alerted, separate follow-up flow (TBD) |
| Satisfied | Customer enters the review funnel below |
Step 2 — Review Funnel (Satisfied Customers)
2a — Story Questions
Before asking for a review, the system asks the customer three guided questions:
- What was the biggest problem you had before we started?
- What did we handle or fix?
- How did that change things for you?
These prime the customer to write a specific, compelling review — and generate testimonial content the business can reuse in newsletters and ads.
2b — Multi-Platform Review Links
Customer is shown links to post their review on:
- Any other platforms the contractor is listed on (Yelp, BBB, Angi, etc.)
Gift card incentive: Each platform the customer posts to adds money to a digital debit/gift card delivered automatically. The more platforms they post on, the more they earn.
2c — Video Testimonial + Free Vacation
Offer: Record a short video testimonial, get a free vacation.
The ask is simple: record yourself saying what you just wrote in your review. In exchange, the customer receives a free 5-day all-expenses-paid vacation. Fulfillment is handled entirely by Marketing Boost — no cost to the contractor beyond the membership.
Data Captured
| Item | Used For |
|---|---|
| Survey response | Internal satisfaction tracking, project record |
| Story question answers | Auto-filled review prompt, newsletter content, ad copy |
| Review platforms posted | Track which platforms, dates, earn amounts |
| Gift card issued | Amount, platform, timestamp logged |
| Video testimonial | Asset library — fed into the project video pipeline |
Open Questions
- Gift card platform — Tremendous, Giftbit, other?
- Amount per review platform?
- How does the system verify reviews were actually posted before releasing gift card funds?
- What does the "not satisfied" follow-up path look like?
- Is the vacation offer always presented, or only after a minimum number of reviews?
- How long after project completion does the survey go out?