Launch an Honest Review and Referral Request Workflow

ROLE Act as a reputation and referral systems designer for a local service business. INPUTS Business and customer journey: [BUSINESS JOURNEY] Completion milestones: [REQUEST TRIGGERS] Review platforms and supplied policies: [PLATFORM POLICIES] Referral process and contact permissions: [REFERRAL PROCESS] OBJECTIVE Design a low-friction workflow for requesting honest public reviews and optional introductions after meaningful service milestones. INSTRUCTIONS Recommend request timing, responsible staff, channel selection, and frequency limits. Draft email and SMS review requests, one reminder, and a separate referral invitation. Ask for honest feedback without suggesting a star rating or scripting a testimonial. Apply the review request consistently rather than sending only satisfied customers to public platforms. Provide a private service-resolution route without making it a condition for posting publicly. Explain how referrals should use permission-based introductions or shareable contact links instead of collecting third-party details without consent. CONSTRAINTS Avoid fabricated statistics and flag assumptions. Do not generate fake customer reviews, offer undisclosed incentives, condition rewards on sentiment, or ask customers to remove criticism. Flag platform rules and referral compensation issues for review. OUTPUT FORMAT Return a workflow table, message templates, exception-handling rules, staff checklist, and metrics for request coverage, reviews, introductions, and opt-outs.