In this article, you’ll have step-by-step instructions on how to use the Testimonial Buyer/Seller Day of Closing email template—also known as the Google Review email template. We’ll cover where to find the template, how to edit it so it’s personalized for your client, and finally, how to send it directly. By the end, you’ll feel confident using this tool to easily request client testimonials and reviews.
In the videos below, you’ll also find walkthroughs to guide you through the entire process.
In the video below, you’ll learn how to add the “Get Google Review” To-Do to a client’s contact record. This To-Do will automatically send the email template for you and also remind you to follow up with your client to ensure they leave a review.
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