For advisory firms
After the plan or engagement is done, Good Work Reviews drafts a short note. You approve it. Then the client can leave a review — or send a referral.
Nothing reaches a client until you say yes.
Review and referral requests for professional firms.
Product preview · Example
Needs your approval
Hi Taylor —
Thanks again for trusting us with your plan this year.
If you have a minute, would you leave a short Google review for the firm? Here’s the link: Review link
If someone you know needs an advisor, here’s a short link you can send them — or fill in their name yourself: Referral link
— Morgan at Crestview Advisors
No note goes out until you approve it.
When to send
When the note goes out: after the plan is delivered or the annual review is done. You pick the moment. You approve the note — compliance can review it in that step.
Plan done — good time to ask
Advisory work the client can feel is finished
Year’s review complete
Client can feel it’s finished
One note per finished job. No follow-up nagging unless you send it.
Sample
Your firm’s voice. Change any line before it sends.
One clear ask for a review. Google, or the review site you already use.
A link they can pass on. They send it — or fill in a name themselves.
Hi Taylor —
Thanks again for trusting us with your plan this year.
If you have a minute, would you leave a short Google review for the firm? Here’s the link:
Review link
If someone you know needs an advisor, here’s a short link you can send them — or fill in their name yourself:
Referral link
— Morgan at Crestview Advisors
Sample note — not a real client. Not a promise of a review or a referral.
Control
By default, your firm approves every note before it goes out. Nothing reaches a client until you say yes.
Send as written
Change a line, then send
This note does not go out
Check with your compliance team first. Because nothing goes out until you approve it, their review fits into that step.
Automation is optional. You unlock it after you’ve approved and sent five notes yourself — not on day one.
Two notes, one product
Proof Reviews
One short note after the work. Your client leaves a review on Google, or the review site you already use.
See Proof Reviews →Proof Referrals
A short link your client can send — or they fill in a name themselves. The referral shows up in your inbox.
See Proof Referrals →Independent research
8 in 10
Before they hire you, 8 in 10 clients look up your firm online.
Hinge Research Institute · 2014
Independent research — not our product numbers.
FAQ
Check with your compliance team first. Because nothing goes out until you approve it, their review fits into that step.
After a plan or engagement the client can feel is finished. Same approve-first note. You can ask for a review, a referral, or both — you choose before it sends.
Asking is fine when your firm’s rules allow it. Paying for reviews, writing fake ones, or sending review requests only to happy clients is not. Good Work Reviews never does those.
Those tools are built for high-volume local shops. Good Work Reviews is for firms where one client relationship lasts years. By default you approve every note; automation is optional and unlocks after you’ve approved and sent five notes yourself — not on day one.
Consulting, fractional CFO, or bookkeeping? See Consulting.
Open the app when the work is done. Your firm approves every note before it goes out.
