Skip to content
Excelsior AI

Solution

Turn finished jobs into the next ones.

For a local service business, reviews and referrals are the growth engine — and asking is the step that always gets skipped, because the job is done and the next one is already calling.

Why asking doesn't happen

Not because it doesn't matter — every owner knows it does. It doesn't happen because it's nobody's job, there's no trigger, and it feels awkward to send late. A workflow fixes all three: the trigger is job completion, the owner is the system, and the timing is always right because it's automatic.

The sequence

  • Job marked complete → thank-you message queued in your voice
  • Review request sent at the moment satisfaction is highest, with the direct link
  • Happy responses invited to refer — with wording that doesn't feel transactional
  • Non-responses left alone after a respectful nudge — no pestering
  • Every ask logged, so you know what's working

A note on integrity

This automates the asking, not the reviews. No incentives for positive reviews, no gating out unhappy customers, no fake anything — that's both against platform rules and against how we work. Consistent, honest asking is enough; most businesses are leaving exactly that on the table.

Example workflows

What this looks like in practice.

Illustrative examples — not client claims
Completed jobreview requestreferral promptIllustrative example

What is holding back your next stage of growth?

Bring us one real workflow. We will help you understand the constraint, estimate the opportunity and decide what is worth fixing. Free 45-minute assessment first.

Book a workflow assessment