Operating ProcedureExecution layer

Review Velocity Diagnostic (Onboarding)

A checklist with 6 steps: Inventory the client's current review footprint across platforms.

By InnovaAI ResearchPublished

checklist

Review Velocity Diagnostic (Onboarding)

  1. 01

    Inventory the client's current review footprint across platforms

    Pull counts and ratings from Google, Yelp, Facebook, and any vertical-specific sites. Record the date of the most recent review on each platform to gauge momentum.

  2. 02

    Calculate the review velocity ratio

    Divide the number of reviews received in the last 90 days by the total number of transactions or service completions in that same window. A ratio below 5% signals a weak collection trigger.

  3. 03

    Audit existing review request touchpoints

    Check whether the client sends post-service emails, SMS, or QR code prompts. Note the timing relative to service completion and the channel used, as these directly influence response rates.

  4. 04

    Review the client's response history and sentiment gaps

    Assess what percentage of reviews receive a public reply and whether negative reviews are addressed within 48 hours. Identify recurring complaint themes that could be fixed operationally.

  5. 05

    Compare the client's rating distribution against top local competitors

    Pull the star-rating histogram for the client and their three nearest competitors. A client with a 4.8 average but fewer than 50 reviews is more vulnerable than a competitor with 200 reviews at 4.5.

  6. 06

    Document the findings in a one-page velocity scorecard

    Summarize the review count, velocity ratio, response rate, and sentiment themes. Use this scorecard to set a baseline for the first 90 days of the engagement.