When a deal closes or onboarding completes in Wealthbox, Reviewflowz automatically sends a review request to your client via email, SMS, or WhatsApp. You set it up once, and every client gets asked. No extra tools, no manual follow-ups, just automatic reviews flowing from the CRM you already use.
Know exactly who your promoters are
When a client leaves a 5-star review, that signal flows directly into their Wealthbox record. Now you know exactly who your biggest advocates are, so you can ask them for referrals, testimonials, or case studies. Your best marketing comes from your happiest clients, but only if you know who they are.
Staff attribution without the name-drop
Most businesses ask customers to mention a staff member by name in their review. Problem: Google flags those reviews more often, and customers forget or misspell names. Reviewflowz takes a different approach. Because it's connected to Wealthbox, it already knows who handled each client relationship. When the review comes in, it's automatically attributed with no name needed. Reviews read naturally, fewer get removed, and you still get per-person performance data.
How serious are you about your reviews?
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A business with 200 reviews sounds impressive until you realize they've served 15,000 clients. That's a 1.3% conversion rate. Your competitor has 80 reviews from 2,000 clients. A 4% rate. They're winning. Because Reviewflowz connects to Wealthbox, it knows exactly how many closed deals you completed. So instead of celebrating raw numbers, you see: 342 closed deals this month, 47 reviews, 13.7% conversion rate. That's the number you optimize against.
Every review gets a reply. Finally.
Replying to reviews boosts your Google ranking, builds trust with future customers, and gives unhappy ones a reason to come back. But who has time to reply to every single one? Reviewflowz generates on-brand replies using AI across Google, Yelp, Facebook, and 200+ other sites. Approve them manually or let them publish automatically.
FAQs
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What review sites should I focus on?
Google Reviews should always be your #1 priority since it's the most visible to potential clients searching for your services. Beyond Google, focus on Yelp, Facebook, and Trustpilot as they're valuable across most businesses, plus any industry-specific platforms relevant to your field. The good news is that Reviewflowz monitors all 200+ review platforms from one dashboard, so you don't have to choose or manage them separately.
How do I measure my review performance?
Most businesses only count total reviews, but that's meaningless without knowing your client volume. Reviewflowz connects directly to your Wealthbox CRM to calculate your true review conversion rate by dividing your reviews by your total clients. For example, 80 reviews from 2,000 clients (4% conversion) actually outperforms 200 reviews from 15,000 clients (1.3% conversion).
How does the review request actually get sent?
When a deal closes or project completes in Wealthbox, Reviewflowz automatically detects this trigger event and immediately sends a review request to your client via your chosen channel (email, SMS, or WhatsApp). You configure this once by selecting your trigger event and preferred communication method, then every future client gets contacted automatically without any manual work from you. It's completely set-and-forget once the initial setup is complete.
Can I send review requests via WhatsApp?
Yes, Reviewflowz supports WhatsApp review requests with nearly 98% open rates, significantly higher than email. WhatsApp requests are automatically triggered from Wealthbox just like email and SMS when deals close, onboarding completes, or projects are delivered. This makes it especially powerful in markets where WhatsApp is the preferred communication channel.
Can I track which team member generates the most reviews?
Yes, Reviewflowz automatically tracks which team member generates each review by connecting directly to your Wealthbox data to see who handled each client or closed deal. When reviews come in, the system attributes them to the right person without requiring clients to mention names. This automatic attribution also helps avoid Google's tendency to flag and remove reviews that specifically mention staff names.
How long does it take to set up Reviewflowz with Wealthbox?
Setup takes just minutes, not days. Simply connect your Wealthbox account, select your trigger and communication channel, and you're live with no developer or IT support needed. Your first automated review request goes out the same day.
How much do review request emails and SMS cost?
Review request emails cost $5 per 1,000 emails and SMS costs $5 per 100 messages on a pay-as-you-go basis with no monthly minimums or contracts. For most financial advisors using Wealthbox, this works out to just pennies per review collected. WhatsApp pricing varies by country but follows the same pay-as-you-go model.
