Every closed Lead Docket deal asks for a review
Everything you need for reviews, with nothing you don't.
- Live in minutes, no demo
- Every closed deal asks for a review
- Each review credited to the team member
Lead Docket is connected to Reviewflowz. Trigger in Lead Docket: closed. A review request is then sent by SMS to the client, and the Google review that comes in is saved on the deal, credited to the team member, Rachel Moreno.
Deal #4821 
The request goes out when a deal closes
When you mark a deal as closed in Lead Docket, Reviewflowz starts the review campaign for that client. It sends the request by email, SMS or WhatsApp on the schedule you set.
You set the campaign up once. After that, every client whose deal closes gets asked, and nobody on your team has to remember to do it.
When a deal is closed in Lead Docket, a review request campaign runs by itself: an SMS one hour later, an email three days later, a WhatsApp message seven days later, until a new 5-star Google review comes in.
The client on the closed deal gets asked
Reviewflowz uses the client's contact details already on the Lead Docket deal, so there's no second list to keep up to date. The request arrives on their phone with a single review link.
The link opens the review platform that needs reviews most. There is no rating pre-screen. Every client is asked the same way.
When a deal is closed in Lead Docket, the client gets an SMS asking how it went, with a link to review it. They tap the link, give five stars and post on Google, and the review lands tied to the deal and the office: Main Office, Downtown Office, Westside Office.
Connect Lead Docket in minutes
Start a 14-day trial with no card, and your next closed deal asks for a review.
Each review credited to the deal's team member
Each review is saved against the Lead Docket deal it came from and credited to the team member on that deal. Clients don't need to mention anyone by name.
Past deals are imported for reporting, so you can see each team member's conversion rate from closed deals to reviews. Past clients are never messaged.
The deal in Lead Docket records which team member did the work. The review request carries the deal, so when the client leaves a five-star Google review with no name in it, it is credited to the team member and saved back on the same deal.
Lead Docket integration: questions
How does Lead Docket trigger review requests?
When a deal is marked as closed in Lead Docket, Reviewflowz sends that client a review request. It goes out by email, SMS or WhatsApp, on the campaign timing you choose.
Who gets asked for a review?
The client on the closed deal, at the contact details already in Lead Docket. Every client is asked, with no rating pre-screen, and the link opens the review platform that needs reviews most.
What happens with deals that don't close?
Nothing is sent. Only a closed deal starts a request, so clients whose deals never close are not asked.
How do I see which team members get the most reviews?
Each review is credited to the team member on the Lead Docket deal it came from, so clients don't have to mention names. Past deals are imported for reporting, which gives you each team member's conversion rate from closed deals to reviews. Past clients are never messaged.
How long does Lead Docket take to set up?
Connect Lead Docket from Integrations in Reviewflowz. It takes minutes, you do it yourself, and there's no demo. The 14-day trial needs no card.
What does the Lead Docket integration cost?
Reviewflowz costs $70 per location per month billed annually, or $80 month to month. On top of that, messages cost $5 per 1,000 emails and $5 per 100 SMS.