Do it Yourself - Action Plan

Take a look below at how to implement a plan to get out of reviews for your business.

Step 1 - Custom Domain
The first step in the process is to register a new domain name to send direct response marketing requests.

Sending review requests from your main business domain, and even your own mobile phone will most likely cause all other emails / txts to be filtered into spam.

Once you have a new domain registered, you will need to setup the following authentication records to ensure you hit inboxes.
- MX Records
- SPF Record
- DKIM Record
- DMARC Record
Step 2 - Marketing Platform
The step in the process is to use a 3rd party marketing platform.

The following providers are the market leaders in this space.
- MailChimp
- Klaviyo
- ActiveCampaign
Once a platform is chosen, we recommend the following sequence sending emails, SMS or both at the same time.
- A minimum of three requests sent over a 7-10 day period ( the vast majority of your reviews will come from the 2nd / 3rd requests.
- Keep all request content short and sweet, under 100 words recommended.
- Do not use images and too many links, and do not use links to your main business domain.
- Deactivate customers after clicking through to a review site.
Step 3 - Automation Framework
To automate the follow-up process, you will want to use an automation workflow platform.

The following providers are the market leaders in this space.
- Zapier
- Integrately
You will want to use an automation workflow provider to connect the apps /platforms you currently use to manage your business.
- Accounting Platforms – Xero, Quickbooks etc.. a great trigger is when a customer pays an invoice to ask for a review.
- Job Management Platforms – Tradify, ServiceM8 etc.. a great trigger is when a customer job is completed to ask for a review
Step 4 - Ongoing Maintenance
It is recommended to spend at lest 5-10 hours per month on completing the following tasks
- Subject Line A/B testing
- Email / SMS copy A/B testing
- Open Rates A/B testing
- Click Through Rates A/B testing
- Data flow maintenance.
Setup Time & Costs
Below are the lowest possible costs / time associated with setting up and running this process internally.
- Initial Setup Time – 10-20 hours, It does depend on how comfortable you are with tech platforms – $450 ( 15 hours at $30 per hour )
- Custom Domain – $25 per year
- Marketing Platform – $400-$600 per year
- Automation Framework – $200-$300 per year
- Ongoing Maintenance – 5-10 hours per month – $2,520 per year ( 7 hours per month at $30 per hour )
- The total cost for the 1st year would be approximately, taking your time into consideration – $3,745
- The total cost for the 1st year would be approximately, Not taking your own time into consideration – $775
- Please note that all pricing is in USD, as all of these platforms are US based.