Review Velocity Diagnostic (Onboarding)

Review Velocity Diagnostic (Onboarding)

1. 01

   Map the client's current feedback touchpoints across email, SMS, and on-site prompts

   Identify where requests are sent today, how often, and whether any automation already exists. This baseline reveals gaps between collection channels and the client's actual customer journey.

2. 02

   Quantify the review-to-conversion lag using historical data

   Pull the average time between a customer's purchase or service completion and when they leave a review. A lag beyond 7 days typically signals that manual outreach is losing momentum.

3. 03

   Score the friction of each collection method against mobile-first behavior

   Check if forms are mobile-optimized and require minimal typing. Tools like Junip emphasize mobile-first submission forms, which matter when over half of reviews come from phones.

4. 04

   Audit the client's review display surface for social proof gaps

   Review whether testimonials appear on high-intent pages like pricing or checkout. A missing wall of love on the homepage can leave conversion lift on the table.

5. 05

   Calculate the cost of manual collection per review

   Estimate staff hours spent on follow-ups and divide by the number of reviews collected monthly. If that cost exceeds $5 per review, automation is likely cheaper.

6. 06

   Identify which review sources drive the most qualified leads

   Segment reviews by platform (Google, Shopify, G2) and correlate them with closed deals. This tells you whether the client needs broad collection or platform-specific depth.

7. 07

   Set a baseline metric for review velocity and response rate

   Define the current monthly review count and the percentage of requests that convert. These numbers become the benchmark for measuring automation ROI after implementation.