Contractor review and referral automation
Make a completed job the beginning of the next customer relationship.
RAKE builds a review and referral automation system for roofing and service contractors doing roughly $1–6 million in annual revenue. It connects job-completion signals to timely customer outreach, tracks who responded, and gives the owner a visible process for reviews, referrals, repeat work, and follow-up.
What gets built
A system shaped around the way your business actually works.
Trigger the right request from a real job milestone
Review and referral outreach works best when it follows a clear customer moment. RAKE can use completion, final walkthrough, payment, or another approved milestone to create the next action without asking the team to remember every time.
- Completion-based triggers
- Review request workflows
- Referral invitations
- Escalation for unresolved issues
Keep outreach personal and accountable
Automation should support the customer relationship, not flatten it. We design timing, channels, ownership, and stop rules around the contractor's brand, with a human path for questions, concerns, and high-value advocates.
- Brand-aligned messages
- Email and text sequencing
- Response and stop rules
- Owner or rep follow-up
Connect advocacy back to the original job
RAKE can link review and referral activity with the customer, service, salesperson, crew, neighborhood, and lead source. That gives owners a clearer view of which completed jobs create trust and which relationships deserve another conversation.
- Request-status visibility
- Referral-source tracking
- Customer reactivation cues
- Neighborhood and service patterns
Implementation
A 90-day rollout with useful checkpoints before the finish line.
Day 30
Customer-journey baseline
Map completion milestones, current outreach, review destinations, referral handling, and service recovery.
Day 60
Advocacy workflows live
Launch priority review and referral sequences with response tracking and human handoffs.
Day 90
Managed customer engine
Finalize triggers, ownership, reporting, and the recurring review of advocacy and repeat-work signals.
Questions owners ask
Frequently asked questions
What is contractor review automation?
Contractor review automation uses an approved job milestone to schedule and track customer review requests. A complete workflow also includes message timing, response status, stop rules, service-recovery handoffs, and visibility into which customers still need follow-up.
Can RAKE automate contractor referral requests?
Yes. Depending on the current systems and communication access, RAKE can trigger referral invitations, record responses, route referred leads, and connect the referral back to the original customer and completed job.
What happens if a customer has an unresolved issue?
The workflow should route unresolved service issues to a person instead of continuing promotional outreach. During implementation, the team defines which job or customer signals pause review and referral messages and who owns recovery.
How long does review and referral automation take to implement?
RAKE uses a 90-day rollout. Customer milestones and outreach are mapped by day 30, initial workflows are live by day 60, and triggers, ownership, and reporting are established by day 90.
RAKE by 2Stack
Start with the operational problem—not a software shopping list.
In a discovery call, we will map the current constraint, the tools already in place, and what a useful first 30-day benchmark should look like.
Related resources
Last updated · Questions? team@2stackops.com