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Feature · Coaching Snapshot

Review & Testimonial Automation

End-of-program NPS, gated Google / Trustpilot ask, on-site testimonial collection, and low-score escalation. Collect 5–10 reviews / month consistently.

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Almost no coach systematically asks for reviews. They feel weird about it. They forget. They get one when a client volunteers. As a result, social proof on their site is thin and outdated.

This feature fires the ask on its own at the right post-engagement moment.

The NPS-gated flow

End-of-program (or end-of-month for retainers):

  1. NPS check. Single question: “How likely are you to recommend [your practice] to a friend or colleague? 0–10.”
  2. Routing by score:
    • 9–10: “Thank you! Would you be willing to leave a quick review here?” + Google + Trustpilot + on-site form links
    • 7–8: “Thanks for the feedback. Anything we could improve?” + private form
    • 0–6: Internal escalation — Slack ping to you for a real conversation before any public ask

The escalation step matters. Asking a 5-NPS client for a Google review is how you end up with negative public reviews.

Where the reviews end up

  • Google Business Profile — best for local SEO
  • Trustpilot / Capterra / G2 — depending on your category
  • On-site testimonial form — written + optional video upload
  • LinkedIn recommendations — for B2B coaches, with copy-paste templates
  • Your sales funnel — once approved, testimonials feed into your funnel automatically

Permission tracking

Every testimonial captures:

  • The text + video (if submitted)
  • Permission level (use anywhere / use anonymously / private only)
  • Approval status (pending / approved / withdrawn)
  • Refresh date (if the client wants to update the testimonial later)

This avoids the “I never said you could use that” conversation that has hurt more than one coaching practice.

What this generates

Practices running this consistently see:

  • 5–10 reviews per month after the first 60 days
  • 1–3 video testimonials per quarter
  • 2–4 case-study quotes per quarter (with permission)
  • Low-NPS escalations caught early — which often turn into save-the-relationship conversations

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How it fires in your firm

From trigger to outcome — in seconds

Every feature in the snapshot follows the same predictable flow once installed. No tinkering, no manual steps.

1
Trigger fires

Inbound call, form submission, missed appointment, or scheduled date — the right trigger kicks off the workflow.

2
AI processes

Voice or text AI gathers context, qualifies, and routes — calibrated to your originator type.

3
Action taken

Booking, transfer, follow-up, invoice, or review request — whatever the workflow is configured to do.

4
Confirmed

SMS + email confirmation to the prospect. Internal alert to your team. CRM record updated.

5
Tracked

Full transcript and structured data flow into GoHighLevel. Searchable, filterable, exportable.

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