Video Summary
HighLevel (that’s my affiliate link -> I get a commission and you get my affiliate bonuses) has recently upgraded its review system, making it far easier for businesses and agencies to collect and automate customer reviews. In this tutorial, I walk through setting up review requests, customizing emails and SMS, and automating the process so you can consistently generate more 5-star reviews.
The process starts in the Reputation Management section, where you connect your Google Business account and set your review link. From there, you can build custom email and SMS templates that automatically send follow-ups if a customer doesn’t respond. Subject lines should always include your business name, but otherwise, simple, genuine emails or texts work best.
You can control timing—for example, sending immediately and retrying every three days with a max of two reminders. SMS often works even better for local businesses since people read texts instantly.
Once your templates are set, you decide how to trigger review requests. The simplest method is tagging—when a customer gets a “Request Review” tag, they’re automatically sent an email and/or SMS request. Another method uses the opportunity pipeline: when a deal is moved into the “Request Review” stage, it triggers the automation, sends requests, and even marks the opportunity as “Won.”
With these updates, you don’t need complicated workflows—HighLevel handles the follow-ups for you. The result: more consistent reviews, less manual work, and a smoother process for your clients or business.
Key Takeaways
- Focus on Google Reviews: Most valuable platform for small businesses; integrate your Google Business profile in HighLevel.
- Custom Email Templates: Create branded emails with your review link; keep them simple and genuine.
- SMS Requests: Highly effective for local businesses; customize templates with your business name.
- Follow-Up Automation: Automatically resend requests every few days until clicked, with customizable retry limits.
- Trigger by Tags: Add a “Request Review” tag to a contact to instantly start review requests.
- Trigger by Pipeline: Move an opportunity into a “Request Review” stage to auto-send requests and mark the deal as “Won.”
- Less Manual Work: No need for complex workflows—HighLevel handles retries and follow-ups automatically.
- Consistency = More Reviews: Automated requests ensure you’re always building your reputation without relying on staff to remember.