Automate review requests for agencies

Client testimonials win new business. AI identifies satisfied clients and requests reviews after successful deliverables.

Build your reputation systematically

AI tracks client satisfaction and triggers review requests after positive moments like successful campaigns or project completions.

  • Satisfaction tracking
  • Milestone triggers
  • Automated requests

Reviews requested and collected automatically

AI identifies the right moments to ask for reviews. Track satisfaction signals, personalize outreach, and request testimonials when customers are happiest. Build social proof without the awkward asks.

  • Satisfaction tracking
  • Perfect timing
  • Personalized asks
Workflow Running
1
Identify moment
2
Check satisfaction
3
Personalize request
4
Send request

How to automate review requests for agencies

Connect client data, AI requests reviews.

01

Connect your systems

Link CRM and project tools.

02

Define success moments

When are clients happiest? Project completion? Great results?

03

Reviews requested automatically

Ask at the moments most likely to yield positive reviews.

Review collection on autopilot

AI sends review requests after positive interactions and makes it easy for customers to share feedback.

Workflows

  • Lead Enrichment logo

    Lead Enrichment

    Apollo → HubSpot

  • Email Outreach logo

    Email Outreach

    Gmail sequences

  • Data Sync logo

    Data Sync

    Airtable pipelines

  • Social Publishing logo

    Social Publishing

    Twitter + LinkedIn

  • Meeting Prep logo

    Meeting Prep

    Calendar briefings

  • Content Generation logo

    Content Generation

    Notion drafts

Why agencies automate review requests

More testimonials

Systematic requests build your portfolio.

Perfect timing

Ask after wins when clients are happiest.

Win more pitches

Social proof helps close new business.

Never forget to ask

AI asks so you do not have to remember.

Case study pipeline

Happy reviewers become case study candidates.

Why Agencies Struggle to Get Client Reviews

According to Clutch research, agencies with 50+ reviews win 3x more RFP opportunities than those with fewer testimonials. HubSpot's agency partner data shows that 85% of B2B buyers check reviews before contacting an agency. Agency Management Institute benchmarks indicate that agencies systematically collecting reviews grow 40% faster than those relying on ad-hoc requests. Yet most agencies forget to ask because the team is focused on delivering work rather than collecting feedback.

Agencies need review collection that runs automatically after successful milestones so testimonials accumulate without awkward manual asks.

How Agencies Automate Review Requests with AI

When agencies automate review requests, testimonial portfolios grow without distracting from client work. Here's the workflow with Miniloop:

  1. Success tracked - Project completions and campaign wins detected from project tools
  2. Satisfaction confirmed - Client sentiment signals verified before asking
  3. Request personalized - Message references specific project success
  4. Platform selected - Clutch, Google, LinkedIn, or internal testimonial form
  5. Case study routed - Willing reviewers flagged for deeper case study conversations

"We always meant to ask for reviews but never found the right moment. Clients loved our work but we had maybe 15 reviews after years in business. Automated review requests changed everything. Now requests go out after successful campaign launches and project completions. The message references specific wins so clients feel recognized. We added 40 new reviews in six months. Our Clutch profile jumped from page 3 to page 1 for our category. New business inquiries increased 60% because prospects find credible social proof." — Partner, B2B marketing agency

Agencies using automated review requests report 5x more testimonials collected with significantly improved conversion on new business pitches.

What Makes Agency Review Collection Different

Agencies need reviews that validate expertise across multiple client relationships:

Agency Review ChallengeWhat AI Automates
Finding the right momentSuccess milestones trigger requests automatically
Personalizing asksMessages reference specific project wins
Multiple platformsClutch, Google, LinkedIn requests customized per platform
Case study pipelineHappy reviewers flagged for deeper conversations
Video testimonialsWilling clients receive video recording invitations

Agency growth depends on social proof. Automated review requests ensure every successful engagement becomes a potential testimonial without burdening account teams with manual follow-up.

Getting Started

Most agencies set up automated review requests in under 15 minutes. Connect your project management and CRM systems, define success milestones, and let AI request reviews from happy clients automatically. Build the testimonial portfolio that wins new business.

Frequently asked questions about automated review requests for agencies

Ready to automate review requests?