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How to Boost Your Shops Google Reviews Using this CRM Template Sequence

Google Reviews 

Watch this 👀**step-by-step guide** 

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Follow these steps to adjust your appointment booking time frames. 

MUST HAVE ADMIN PANEL ACCESS TO PROCEED

 

⚙️ Step 1: Access the Template Settings

  1. Log in to your Admin Panel.

  2. Click Marketing → Templates → Customers.

  3. You’ll see a list of available message templates used for customer communication.

🧩 Step 2: Turn On the Five Key Templates

To set up the review automation, toggle on the following five templates:

Template Name Function
Service Receipt Automatically sent after a repair order is finalized.
Welcome New Customer Sent to new customers to thank them for visiting your shop.
Repeat Customer Follow-Up Sent to returning customers after their service.
Review Invite (Coupon ON)  Must be turned on for proper system function (this template will not send out).
Review Invite (Coupon Off)  Sends the message inviting customers to leave a Google review.

💡 Tip: Be sure to click Update after enabling each template.

📱 Step 3: Set Correct Follow-Up Preferences

For each of the five templates:

  1. Go to the Follow-Up Preferences section.

  2. Set the preferences to include:

    • Phone and Text

    • Text Only

    • Unknown

    • Phone Only

These preferences ensure that messages are delivered in the customer’s preferred communication method — improving engagement and review response rates.

🔁 Step 4: Understand How the Sequence Works

Here’s how this automation naturally generates more Google reviews:

1. Service Receipt Sent

  • As soon as a repair order is completed, the customer receives a Service Receipt message.

2. Conditional Follow-Up

  • If the customer responds, no further templates are sent (to prevent duplicate outreach).

  • If the customer does not respond, the system automatically sends either the Welcome New Customer or Repeat Customer Follow-Up template the next day.

3. Review Invite Trigger

  • If there’s still no reply, the Review Invite is sent the following day.

  • This message includes a direct link to your shop’s Google review page — making it quick and easy for the customer to leave feedback.

4. Smart Protection

  • If a customer replies at any point, all later templates stop automatically.

  • This ensures your shop doesn’t send multiple or unnecessary messages.

✨ Why this boosts reviews:
The sequence times messages perfectly — reaching customers soon after service, when they’re most satisfied and likely to leave a review. Automating this process ensures consistency, saves time, and improves overall review volume.

💬 Step 5: Send a Canned Message for Positive Responses

If a customer replies positively, you can send a preloaded thank-you or review follow-up message.

To send a canned message:

  1. Click the Notes Icon on the left of the customer’s message.

  2. Scroll to find your desired preloaded message.

  3. Send it directly from the customer’s CRM profile.

🔗 Need help adding Canned Notes to Messages?  Click here for a guide! 

This friendly, personalized follow-up reinforces the customer’s good experience and often leads to a genuine Google review.