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Feedback & Review Management Checklist

Helping small business owners collect, analyze, and act on feedback to improve customer satisfaction and online reputation.

Set Up Feedback Collection Systems

  • Choose feedback channels:
  • Online reviews (Google, Yelp, Facebook, industry-specific platforms)
  • Surveys (Google Forms, Typeform, SurveyMonkey)
  • Email/SMS follow-ups (Post-purchase: “How was your experience?”)
  • In-person/phone feedback (For brick-and-mortar businesses)
  • Automate requests:
  • Use tools like Birdeye, Podium, or Trustpilot to prompt happy customers for reviews.
  • Set up post-purchase email sequences (e.g., via Mailchimp or Klaviyo).

Monitor Reviews & Mentions

  • Track online reviews daily/weekly:
  • Google My Business
  • Yelp
  • Industry-specific sites (e.g., TripAdvisor for hospitality)
  • Social media (Facebook, Instagram, Twitter)
  • Use monitoring tools:
  • Google Alerts (for brand mentions)
  • Reputation management software (e.g., ReviewTrackers, Yotpo)

Respond to Feedback Professionally

  • Positive reviews:
  • Thank the customer by name.
  • Personalize responses (avoid generic replies).
  • Example: “Thanks, [Name]! We’re thrilled you loved [product/service]. Hope to see you again soon!”
  • Negative reviews:
  • Respond within 24–48 hours.
  • Apologize (even if you disagree) and take the conversation offline.
  • Example: “We’re sorry to hear this, [Name]. We’ve sent you a DM/email to resolve this—please check your inbox.”
  • Flag fake/spam reviews:
  • Report fraudulent reviews to the platform (Google, Yelp, etc.).

Analyze & Act on Feedback

  • Identify trends:
  • Common complaints (e.g., slow shipping, product quality).
  • Frequent praise (highlight these in marketing!).
  • Share insights with your team:
  • Hold monthly meetings to discuss feedback-driven improvements.
  • Train staff on recurring issues (e.g., customer service gaps).
  • Implement changes:
  • Adjust policies (e.g., return process, response times).
  • Update product/service based on valid critiques.

Encourage More Reviews

  • Ask at the right moment:
  • After a positive interaction (e.g., post-purchase, support resolution).
  • Example: “Loved serving you! Could you share your experience on [Google/Yelp]?”
  • Incentivize (ethically):
  • Offer entry into a giveaway or discount for leaving a review (but never pay for fake reviews).
  • Use QR codes linking to review pages on receipts/packaging.

Leverage Positive Feedback

  • Showcase reviews:
  • Feature testimonials on your website/social media.
  • Create “Customer of the Week” highlights.
  • Use in marketing:
  • Add quotes to ads, email signatures, or product pages.
  • Case studies for B2B businesses.

Maintain Compliance & Ethics

  • Follow platform guidelines:
  • Avoid fake reviews (illegal and penalized by Google/Yelp).
  • Disclose incentives (if offering discounts for reviews).
  • GDPR/CCPA compliance:
  • If collecting feedback in the EU/California, ensure data privacy.

Bonus Tools

  • Review management: Birdeye, Grade.us
  • Survey tools: Delighted, AskNicely
  • Social listening: Hootsuite, Mention
  • Pro Tip: A simple “What’s one thing we could improve?” question in surveys often yields actionable insights!
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