Module 10

Review responses

Response templates for every star rating. Reputation work that prospects watch.

Online reviews are the modern referral. Before a prospect calls you, they search you. A review graveyard with no responses kills deals before you know they existed.

Where reviews matter for financial advisors

5-star response

5-star response
Write 3-5 sentence response to this 5-star review.

- Thank by first name
- Reference something specific from their review
- Reinforce what I do
- End warmly, not saccharine

Avoid "it was our pleasure" / "strive to provide excellent service."

REVIEW: [paste]

Negative review response

1-2 star response
Response to 1-2 star review.

- Acknowledge frustration, no arguing facts
- Do NOT reveal any client-specific details (privacy)
- Briefly note what I'd try to do to resolve
- Invite contact at [phone/email] privately
- No defensiveness, no apology-spiral
- 4-6 sentences

Future prospects watch how I handle pressure.

REVIEW: [paste]

Requesting reviews

Review request
80-120 word email asking happy client for a review.

Context: [what we did]

- Open: specific recent interaction
- Ask: share experience on Google
- Direct link placeholder
- 60 seconds
- Offer to answer questions

Do NOT: offer incentive, specify 5 stars, pressure.

Weekly workflow

  1. Pull reviews from last 7 days (all platforms)
  2. Run through prompts, edit for tone
  3. Post all at once

15 min per week, every review responded to.

This week's task