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Frontdesk

Post-service review requests for veterinary clinics

Happy customers get asked for a review at the exact moment they are happiest, on the channel they actually open. Frontdesk runs it for pet owners.

Trigger

A job completes, a ticket closes, or an appointment is marked done.

Built from

Ticket fieldWait stepOutbound SMSConditional branchTeam notification

Why teams set this up

Reviews are won in the hour after a good experience. That hour is exactly when your team is busy with the next customer.

Review volume tied to job volume

Asks timed to peak satisfaction

Unhappy replies caught before they post publicly

How the automation runs

A crew finishes a deck at 3pm and marks the job done. At 4:30 the homeowner, still walking on it barefoot, gets a text asking how it went. They reply "amazing" and get the review link while the feeling is real. The five-star posts that evening.

  1. 1Ticket field

    The completed work flips the trigger

  2. 2Wait step

    A short pause keeps the ask from feeling robotic

  3. 3Outbound SMS

    A personal-feeling text asks how the experience went

  4. 4Conditional branch

    Positive replies get the review link, anything else opens a ticket

  5. 5Team notification

    New reviews and new complaints both land with the manager

How veterinary clinics teams run it

Happy visits become reviews while the good-boy glow lasts.

Synced with your systems

HubSpot
Salesforce
Pipedrive
Google Calendar
Outlook
Webhooks

Built from standard Frontdesk blocks

No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.

Common questions

How does the post-service review requests workflow start?

A job completes, a ticket closes, or an appointment is marked done.

Which channels does this use?

This workflow runs over sms. Each step can use the channel that fits the customer and the urgency.

Can my team stay in control of when it fires?

Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.

Does it keep our records up to date?

Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.

What happens when a customer needs a human?

The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.

Which systems does this work with for veterinary clinics businesses?

Frontdesk can work with HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook, Webhooks, plus API and webhook connections for custom systems, so every conversation lands on the right record.

Thinking bigger than one workflow?

The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.

Explore customer journeys →

This workflow also runs for any industry.

See the all-industry version →

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