⭐ Review Request Automation

🎯 The Problem

Google reviews are critical for local SEO and trust. TLH had a gap:

LA's Google Business Profile had zero reviews — a major credibility gap when competing for estate sale clients.

⚡ The Solution

Automated review request emails sent directly from Salesforce to past clients.

🔧 How It Works

• ✓
  Salesforce Query
  Pulls Closed-Won opportunities from target region with valid contact emails
• ✓
  Personalized Emails
  Sent from Jonathan Sotelo (TLH team) via Salesforce Org-Wide Email — feels personal, not automated
• ✓
  Direct Review Link
  One-click link to the correct Google Business Profile for that region
• ✓
  Activity Logging
  Every email logged to the Contact in Salesforce — full audit trail
• ✓
  Exclusion Flag New
  "No Marketing" checkbox on Opportunities — excludes clients with poor experiences

📧 Email Template

📊 First Campaign — Feb 9, 2026

Target: Estate Sale clients, Closed-Won, Los Angeles area
Sender: Jonathan Sotelo via Salesforce Org-Wide Email
Review Link: LA Google Business Profile

🔄 Repeatable for Any Region

The automation can be triggered for any TLH region:

Each region has its own Google Business Profile link configured. The system automatically:

• Queries the correct opportunities by region
• Uses the correct GBP review link
• Respects the "No Marketing" exclusion flag

🛡️ Safeguards

• ✓
  No Marketing Flag
  Checkbox on Opportunity to exclude clients who had issues — they won't receive review requests
• ✓
  Closed-Won Only
  Only contacts successful sales — never lost deals or prospects
• ✓
  Human-Triggered
  Not a scheduled automation — runs on-demand when we want to request reviews
• ✓
  Full Audit Trail
  Every email logged as a Task on the Contact in Salesforce