Playbook
A job or project was marked done
Ask for the review, referral or next job while the work is fresh.
- Enrolled by
- job.closed
- Goal
- Get a review or the next booking from a customer who just finished a job.
- Stops when
- They reply
- They leave a review
- They unsubscribe or the address bounces
Example sequence. In the product the AI drafts yours, and you edit every step.
- D1
Step 1 · day 1
How did job_name go?
Hi first_name — job_name was marked done yesterday. If anything wasn't right, reply and it comes straight to me. If it was, a short review helps us a lot: review_link.
- D7
Step 2 · day 7
Anything else on the list?
Hi first_name — now that job_name is finished, is there anything else coming up we can help with? Reply with it and we'll get you a time.