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FIVE ways to get client reviews … and why it’s crucial that you do!

FIVE ways to get client reviews … and why it’s crucial that you do!

August 06, 20243 min read

Something often overlooked (or forgotten entirely!) by businesses is the power of a glowing review.

In the same way we all check out the reviews before clicking ‘Buy Now’ on selling sites like Amazon … we look when we want to hire a business to provide a service, too.

Because we trust the opinions of others more than those of the business owner. A few positive sentences can have more influence on consumers than an entire website and will help your business grow.

However, many business owners still consider getting reviews too difficult. So, here’s our FIVE-STEP guide to making it easier.

1 Consider at what point in the customer journey you ask

Getting reviews should be a regular part of your customer journey process. But you must train your team to ask at the right time.

Decide which of the following touchpoints would work for you. You don’t have to choose one—a combination often works best.

2 How to ask

There are several ways to approach your clients:

  • In-person

  • Over the phone (or via text)

  • Through a reviews page on your website

  • Via an email blast, personal email, company email, email signatures

  • Via social media

  • On receipts/invoices

 

3 Reduce the friction points

If leaving a review becomes a hassle, your customer will be less likely to do it. So make it as easy as possible. Here are some ideas:

  • Include multiple options so they can choose which platform they prefer.

  • Include a link directly to the page to minimise the number of steps they must take.

  • Give them a prompt so they know what you expect (e.g. "Will you leave a comment about your recent experience with Tracy?”).

·         A template saves time. You can use a variety of formats, and with some, all they have to do is choose a star rating for each of a series of questions (i.e. Evri use this method).

·         If they think they don’t have the time to write one, they won’t. But if you address this when you ask them (e.g. “It will only take 2 minutes"), you’ll manage their expectations.

 

4 Follow up and respond

Accept that you may have to ask more than once!

Everyone gets busy, and your clients may need a reminder to give a review if you’ve already asked them previously. 

Don’t badger them, though. Send a gentle reminder, as they may have forgotten. And be assured that despite your concerns about being intrusive on their time, a BrightLocal study showed that 76% of those asked were happy to leave a review.

5 Respond to every review

This is especially applicable to the negative ones!

Mistakes sometimes happen and can result in a client leaving a negative comment.

Take the time to respond positively and try to find a resolution, as it will help your business in the long run. Customers are humans, too, and they react positively to empathetic and compassionate customer service.

The key is to make getting client reviews part of your systems and procedures so that each staff member knows it’s non-negotiable. Incentivise and reward them for each positive review they receive … this will encourage them to reach out for more!

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Tracy Irwin

Tracy’s business career took off at age 21 when she joined a small electrical contractor taking care of the day-to-day running of the office. In just a couple of years, the firm grew from 12 electricians to 150 and became so successful that, in 2006, it was bought out by a much larger organisation. While it was great news for the company, Tracy felt like sobbing! Because she knew it was highly likely someone would take ‘her’ accounts away from her, and they did. Her role changed to Contracts Manager … a great job with lots of responsibility, but she missed her previous position’s financial planning and detail. During this time, a friend asked Tracy for help with her payroll, and it was this request that gave Tracy the idea of offering a payroll service to small businesses that would be cost-effective and time effective. She established self-employed status to keep everything above board and began her ‘part-time entrepreneurial life’! A passing comment by her boss that her payroll business was “a nice hobby, but she’d never make a living out of it” fuelled her determination to make it work, and she decided it was time to take the plunge: she gave up her full-time job to focus on her payroll and accounting business. With the help and support of her mum, she formally launched TI Accountancy into the South Lakes & Furness business community in 2002. The last two decades have been spent growing TI Accountancy. With her thirst for knowledge, progressive attitude and the support of her team, especially her directors (two of whom began as apprentices), she prides herself on ensuring the company’s policies are modern and forward-thinking. It’s crucial to Tracy that the business continues to adapt and grow, leaving a valuable imprint on the business community they serve for years to come. Tracy now fulfils her role in the business from her home in Spain and remains open to fresh ideas and methods of working and new ways of helping their fantastic clients. She’s also studying for a degree. That still leaves time to act as a trustee for two charities: Women’s Community Matters, which offers a variety of one-to-one support, courses, activities, support groups and access to specialist services for vulnerable people. And Sisterwood, who, in a forestry setting, provides an educational programme to young adults who identify as female and whose mental well-being affects their daily life. Time is also found for creativity, and her hobby of crochet allows her to make gifts for loved ones’ babies and donate handmade gifts to charities to raffle. When she’s not busy doing everything mentioned, Tracy loves walking with her partner, Gerard, and dogs, Pixel and Bentley and welcoming family and friends into her home for a well-earned break.

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How Tracy has helped other clients ...

Ashley Leeds


As a business coach myself, I know the benefit of working with someone to keep you in check. Tracy is that person. I'm a busy guy with so many things grabbing my attention and with my disposition to help people, my business has grown, but more by luck than engineering.

With over 30 years of sales experience, you'd think I'd have that part of my business nailed. Sadly not.

But working with Tracy has helped me to overcome my barriers to being a sales guy in my business which has seen a step change in not only my attitude but my new sales and pipeline. We have also implemented a new sales process and my funnel is properly focussed with awesome calls to action.

Tracy is patient but thoughtful with her questions and she pushes me when I need a kick and is there for me when I need an idea or a nudge.

Since working with Tracy, my business has grown, my prices increased and I am confident that the prep that we have put in will see me smashing my goals.

On top of that, with her awesome ideas for being super smart with time I am finding I have more time in my business and I have learnt to say no.

Working with Tracy has definitely had a transformation for me. Even my friend noticed the way that I was talking about my business and the new spring in my step.

Tracy is awesome. If you get a chance to work with her, grab it with both hands and you'll not regret it.

Dr Chris Wood

Tracy has a special ability to help decide the complexities of running your business and the numbers that come along with that. In a nutshell, her coaching has not only helped me run my business more efficiently and intelligently but also helped me gain control of running my business again so it doesn't run me!

Antoine Marsden


Tracy is the lighthouse that will show you the rocks when you are likely to run aground but will also keep you safe when you are tired and weary from looking over the finances in your business. She helps you to expand your thinking and gives you scope to visualise how you want your business to look and she will help you make it reality.

I can honestly say I have never met an accountant who will add such huge value outside of doing the numbers for a business. She is thoughtful, kind, flexible, forgiving and nurturing but she will pull you up when you need it and tell you things that you might not want to hear, but have to.

She is a fantastic person inside and out, and I can't see me working with another accountant Don't hesitate to hire her for your business or to help you manage your own finances. She's the best investment you will make.

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