Playbook

Testimonial flow

Capture reviews and social proof at the right time without making the process awkward.

Trigger

Positive outcome

The workflow starts after a successful visit or happy client outcome.

Action

Ask for proof

Request a review, testimonial, or permission to use feedback.

Approval

Check policy

Escalate anything that needs a human decision or written approval.

Result

Usable social proof

Measure success by testimonials, reviews, and referral lift.