Every closed Wealthbox 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 advisor
Wealthbox is connected to Reviewflowz. Trigger in Wealthbox: 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 advisor, Margaret Ellison.
Deal #2318 
A review request goes out when the deal closes
When a deal closes in Wealthbox, Reviewflowz starts the review campaign for that client. The request goes out by email, SMS or WhatsApp, on the timeline you set.
Nobody on your team has to remember to ask. Every deal that closes from the day you connect gets its request.
When a deal is closed in Wealthbox, 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 deal gets the review link
Reviewflowz messages the client on the closed deal, using the contact details already in Wealthbox. The link opens the review platform that needs reviews most.
Every client gets the same link. There is no rating pre-screen and no filtering of who gets asked.
When a deal is closed in Wealthbox, 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 Street Office, Riverside Office, Hillcrest Office.
Connect Wealthbox and start asking
Connect Wealthbox in minutes and your next closed deal sends its review request.
Each review credited to the advisor on the deal
Reviewflowz saves each review against the deal it came from and credits it to the advisor on that deal in Wealthbox. Clients never have to mention or spell a name.
You see which advisors bring in reviews and the conversion rate of each, counted from their closed deals.
The deal in Wealthbox records which advisor 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 advisor and saved back on the same deal.
Wealthbox integration: questions
How does Wealthbox trigger automatic review requests?
When a deal closes in Wealthbox, Reviewflowz sends that client a review request by email, SMS or WhatsApp. You choose the channels and the timing once, and every closed deal after that is handled automatically.
Who gets asked for a review?
The client on the closed deal, using the contact details already in Wealthbox. Every client gets the same link to the review platform that needs reviews most, with no rating pre-screen. Clients from past deals are imported for reporting only and are never messaged.
What happens with deals that never close?
Nothing is sent. Reviewflowz only sends a request once a deal closes, so a deal that stalls or is dropped never reaches the client as a review request.
How do I track which advisors generate the most reviews?
Each review is credited to the advisor on the Wealthbox deal it came from, so clients never need to name anyone. Past deals are imported too, which gives you a conversion rate per advisor from the start.
How quickly can I connect Reviewflowz to Wealthbox?
In minutes, on your own. Open Integrations in Reviewflowz, connect Wealthbox and choose your channels, with no demo and no developer. The 14-day trial needs no card.
What does the Wealthbox integration cost?
Reviewflowz is $70 per location per month billed annually, or $80 month to month. Messages are extra: $5 per 1,000 emails and $5 per 100 SMS.