Free White-Label Review Request Audit for Agencies: A Printable/Client-Shareable Checklist Covering Trigger Timing, SMS,

Zyrixo · delivered 2026-09-15

As a digital marketing agency, you understand the importance of ensuring your clients' online presence is optimized and up-to-date. However, with multiple clients to manage, it's easy to overlook essential review requests. This checklist is designed to help you quickly identify areas for improvement and implement a more efficient review request process.

I. Review Request Strategy

This section helps you assess your current review request strategy and identify potential bottlenecks.

Checklist:

* Are review requests sent out on a regular schedule (e.g., weekly, bi-weekly)? * Are review requests triggered by specific events (e.g., new customer, order completion)? * Are review request reminders sent to clients who don't respond within a certain timeframe?

II. Trigger Timing and Frequency

This section helps you determine the optimal timing and frequency of review requests.

Checklist:

* Are review requests sent immediately after a customer places an order? * Are review requests sent at regular intervals (e.g., weekly, bi-weekly) to encourage consistent feedback? * Are review requests sent at specific times of the day or week to maximize engagement?

III. SMS and Email Communication

This section helps you evaluate your SMS and email communication strategy.

Checklist:

* Are review requests sent via SMS to ensure timely delivery? * Are review requests sent via email to allow clients to review and respond at their convenience? * Are review requests sent to multiple channels (e.g., SMS, email, in-app notifications) to maximize reach?

IV. Client Communication and Follow-up

This section helps you assess your communication and follow-up strategy with clients.

Checklist:

* Are clients informed about the importance of review requests and their impact on business growth? * Are clients provided with clear instructions on how to leave reviews? * Are follow-up emails or SMS sent to clients who don't respond to review requests?

V. Review Request Templates and Reminders

This section helps you create effective review request templates and reminders.

Template:

Subject: Leave a Review and Share Your Experience! Dear [CLIENT_NAME], We appreciate your business and value your feedback! We'd love to hear about your experience with our services. Please take a moment to leave a review on [REVIEW_PLATFORM] and share your thoughts with us. How to leave a review: 1. Click the link below to access the review platform: [REVIEW_PLATFORM_LINK] 2. Log in with your credentials 3. Leave a review and share your experience with us! Why reviews are important: * They help us improve our services * They increase our visibility and credibility * They attract new customers and grow our business If you have any questions or concerns, please don't hesitate to reach out. We're always here to help! Best regards, [AGENCY_NAME]

This template provides a clear and concise instruction on how to leave a review, while also emphasizing the importance of reviews for the agency's growth. You can customize the template to fit your agency's branding and style.

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