The solo bottleneck
Happy clients forget to review unless you systematize the ask.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Ask for reviews when delivery is done — every time.
Stack that stays small
Project status trigger + delayed email + review link.
Tools named here: Zapier, Typeform, Google Business. Prefer official docs and native features before adding another SaaS.
Ship the automation
Define ‘done’ in your PM tool (status or paid final invoice).
Wait 2–3 days, then send a short thank-you + review link.
Offer a private feedback form first for unhappy paths.
Log reviews in a social proof Notion page.
Keep it honest
Never pressure. One ask, one reminder. Then stop.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.