LATTICE Management / Review & Referral Automation
Make asking for feedback part of the work.
Request authentic reviews consistently and give customers a straightforward way to refer someone.
Review & Referral Automation
Example demo- 01Complete the service
The finished repair provides the trigger for the feedback workflow.
- 02Request an honest review
The customer receives the same public review opportunity regardless of expected rating.
- 03Capture an introduction
A separate referral form records the introduction and permission to contact.
- 04Assign the next action
The service advisor gets the referral inquiry and the referring customer's context.
The business problem
Where the process breaks.
After a job or visit, asking for a review is easy to forget. Referral details may arrive in a text or conversation without anyone knowing who should respond or where the introduction came from.
How LATTICE Management solves it
A connected next step.
LATTICE Management connects a completed service to a neutral review request and a separate referral path. Public review access is not filtered by customer sentiment. Referral inquiries are recorded with their source so your team can respond with context.
An illustrative workflow, not a client result
What it looks like in practice.
An auto repair shop marks a repair complete, sends a review request and later offers a simple referral form for customers who want to introduce a friend.
- 01
Complete the service
The finished repair provides the trigger for the feedback workflow.
- 02
Request an honest review
The customer receives the same public review opportunity regardless of expected rating.
- 03
Capture an introduction
A separate referral form records the introduction and permission to contact.
- 04
Assign the next action
The service advisor gets the referral inquiry and the referring customer's context.
No review gating, fabricated reviews or rewards tied to positive ratings. Referral outreach must respect the referred person's permission and platform rules.
The features behind the workflow.
- Post-service triggers
- Review request workflows
- Referral forms and source tracking
- Reputation monitoring
Industries that benefit.
The workflow is adapted to each business, not installed as a one-size-fits-all process.
Related services
Keep connecting the process.
Start with your process
What would this look like in your business?
Tell us what happens today and where it gets difficult. We will help you scope the connections, responsibilities and next steps.