Choose an appropriate trigger
Agree when a review invitation should be sent and the eligible audience.
Practice software / Review Workflows
Build a practical process for requesting honest feedback and reviewing public responses. We connect the timing and follow-up with your practice’s workflow while respecting privacy and platform rules.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
Your configured workflow
Use appropriate visit-based requests for honest feedback.
Keep response drafts and sensitive issues under human supervision.
Review available feedback by location and over time.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
We configure neutral invitations, sending rules and staff ownership. Everyone invited has the same opportunity to leave honest feedback, with public responses reviewed before posting.
Agree when a review invitation should be sent and the eligible audience.
Request genuine feedback without incentives or pressure for a particular rating.
Use general wording and private follow-up paths without disclosing care details.
02 / Confirm the details
Do not selectively request positive reviews or offer incentives. Public replies should not confirm a care relationship or reveal treatment information.
Explore the CRM overviewYour setup conversation
Your priorities, office process and team responsibilities.
Enabled software, permissions and integrations in scope.
Training, testing, access and ongoing management.
03 / Questions practice owners ask
No. We do not use a workflow that selectively solicits positive reviews or routes only satisfied people to a public review site.
Where enabled, drafts can support the workflow. A responsible person should review the wording for accuracy and privacy before publication.
No. We request honest feedback and support a consistent process. Ratings, review volume and search rankings cannot be guaranteed.
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.