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Reputation Management Automation

Ask for reviews fairly and reply to them responsibly.

We'll reply with a written proposal: the work, what we need from you and an estimated timeline.

The hidden problems

Where review automation puts your business at risk without you noticing

A fast system can still ask only happy customers, ignore the different rules on each review site, contact people who asked not to be contacted, send the same message twice or post a reply nobody has checked. These are serious failures in how the process runs, not small campaign mistakes.

  • Happy customers get a different path

    A satisfaction score or a staff member's choice sends happy customers to a public review site while everyone else only sees a private feedback form. This is called review gating, and review sites such as Google don't allow it.

  • One rule is used for every review site

    Google, Yelp, Trustpilot and industry review sites each have different rules on asking for reviews, offering rewards, which request methods are allowed and how you may reply.

  • Every finished sale sets off every channel

    The system treats an order, appointment or completed service as permission to email, text or message the customer, without checking whether they asked not to be contacted or what the local law allows.

  • Automatic retries send customers duplicate messages

    Repeated system alerts (webhooks), merged customer records and updates arriving in the wrong order can send the same request, reminder, reply or support task more than once.

  • Replies go live before anyone checks the risks

    Generic or AI-written replies can reveal private details, admit to facts that are in dispute, sound wrong for that location or make an argument worse.

  • Star ratings replace learning how to improve

    The report celebrates stars without showing who could be asked, what was delivered, reviews hidden by the platform's filters, how quickly replies were made, whether complaints were solved or which service problems keep happening.

Exactly what's included

A fair review request and reply process your team can run

Reputation management automation turns scattered review requests and replies into one well-run process. We agree who may be asked for a review and after which real customer experience, check that you have permission to contact them on each channel, keep the request neutral (no pushing for good reviews), stop people getting the same message twice, send sensitive reviews to a named person and pass repeated service problems back to the team that can fix them.

The work brings together each review site's current rules, real customer experiences, permission to contact people, neutral review requests, watching for new reviews, approving replies, training your team and putting service problems right. Each area of work has a person in charge, a check that it works and a safe way to stop it.

Review site rules and channel plan

We record where you are allowed to ask for reviews, the request methods each site supports, rules on rewards and content, who can reply, permissions, limits and when each rule should be checked again.

Who can be asked, and when

We define what counts as a real, completed customer experience, fair rules for who gets asked, who is left out, timing, location, product, when someone can be asked again and the proof needed, without ever choosing people by how happy they seem.

Customer records, stages and permission

We sort out customer and visit ID numbers, the stages a customer can be in, consent, "do not contact" lists, channels, how long data is kept, who owns it and unclear cases.

Fair review requests and reminders

We set up approved review links or invitation methods with neutral wording, sensible timing, limits on how often people are contacted, easy opt-out and protection against duplicate messages.

Watching for reviews and a reply queue

We bring in new reviews from approved sources, sort them by how urgent and sensitive they are, draft replies within agreed limits and make sure the right person approves each reply before it goes live.

Feedback, support and putting things right

We open private support cases for any customer who needs help, without changing their chance to leave a public review and without pressuring them to change a review.

Testing, reporting and regular improvements

We test normal cases, duplicates, delays, missing data and changes to review site rules, and report on how well the process is running, reply times, common themes, fixes and limits.

Team training and reply guidelines

We give your front-line staff and managers simple guidelines on when and how to mention reviews, how to reply in your brand voice, what never to say in public and who to contact when a review needs urgent attention.

Why Softscotch

Built on what really happened with customers, with clear decision-makers

Every planned review request can be traced back to a real customer experience, up-to-date permission to contact them and the rule of the review site involved. Every sensitive reply has a named person who checks it, and every unusual case has someone who owns the next step.

Who gets asked never depends on how happy they seem

The same approved rules for who gets asked apply in every case, whether the customer seems happy, neutral, unknown or unhappy.

Each review site keeps its own rules

A dated rule sheet for each site stops a request method that's fine on Google from being copied to a site that discourages businesses from asking for reviews.

Permission is checked at the moment of sending

Every request and reminder uses the customer's latest channel permission, "do not contact" status, contact details and local legal rules.

No customer gets the same message twice

A fixed record of each planned request, reminder and reply stops automatic retries, merged records or delayed updates from repeating it.

A person stays in charge of sensitive replies

Automation can sort reviews and draft replies, but a named person approves public replies and how private cases are handled.

Service problems go back to the team that can fix them

Review themes and support cases turn into fixes that someone owns, never into buying, hiding or forcing a better reputation.

Workflow decisions

Everything needed to run online reputation work responsibly

The process covers checking review site rules, real customer experiences, permission to contact, neutral messages, watching for reviews, replies, stopping duplicate messages, putting service problems right, reporting and clear ownership.

Basics and limits
Is review automation right for you, and who does whatConfirm that your business has real, completed customer experiences, approved review sites and named people in charge of customer data, public replies and putting service problems right.
Starting check of review site, legal and channel rulesRecord the current rules on asking for reviews, rewards, replies and contacting customers for each review site, market and messaging channel included.
Real experiences and fair rules for who gets askedDefine the real customer event that makes someone eligible to be asked, without using satisfaction, complaints or predicted mood as a filter.
Snapshot of profiles, locations, customers and current setupTake a dated snapshot of your review profiles, locations, customer IDs, live automations and open unusual cases before anything changes.
What we measure, its limits and what's worth flaggingAgree which day-to-day measures matter, and explain why review counts or star rating changes on their own can't prove a business result was caused by this work.
Who owns public replies, fixes and incidentsName who may approve public replies, solve private cases, handle disputes about facts and stop the process if something goes wrong.
Information and proof
Matching customer records and removing duplicatesConnect customer, purchase, visit, location and review site records, and hold any unclear matches for a person to check instead of guessing.
Customer stage rulesSet the allowed path from a completed experience to eligible, asked, reminded, finished or left out, so a changed field in a record can't set off messages nobody planned.
Carrying over consent and "do not contact" statusUse the latest permission to contact, opt-outs, "do not contact" records, contact limits and local legal status in every decision to send a request.
Protection against duplicate actionsGive every message or reply a customer will see a fixed ID, so retries, merged records and late updates don't create a second request or reply.
Structure and definitions
Checking for unusual cases and slow driftList out-of-date links, missing events, conflicting permissions, changed review site rules and forgotten queues that can quietly change how the process works.
Reply time targets and workloadEstimate the review and support workload for each location and set reply time targets that the assigned team can really meet.
What's allowed on each review siteDecide separately for every review site whether your business may ask for reviews, show a link, watch for reviews, reply, or simply keep a profile there.
What counts as a completed experienceChoose a reliable trigger, such as a delivered order, a finished stay or a completed appointment, and decide how cancellations, refunds and unfinished services are handled.
Making the changes
Building a fair group of customers to askBuild the group to ask from the agreed customer event, never from a satisfaction survey score (such as NPS), a complaint flag, a staff member's choice or a prediction of who will praise you.
Linking each experience to the right location and productSend each eligible experience to the right review profile and the person in charge, using checked links between location, product and purchase.
Channel permission and contact limitsCheck whether the chosen email, text or messaging channel may be used right now, and limit how often someone is contacted when several messages overlap.
Neutral request and reminder messagesWrite clear messages that ask for an honest review, with no rewards, no hints about which rating to give, no pressure and no separate path for unhappy customers.
Safety checks
Allowed review links and invitation methodsUse only the links, QR codes, invitation tools or connections that the approved profile and review site currently support.
Bringing in new reviews and matching recordsCompare reviews we see and their status on the site with our own request records, without assuming the person who reviewed is the customer we contacted.
Sorting replies by urgency and sensitivityPut reviews about safety, privacy, discrimination, legal issues, fraud and serious service problems ahead of ordinary praise or routine criticism.
Human approval and who can publishDecide which replies may use an approved template and which need a manager, legal reviewer or service owner to approve them before they go live.
Testing and improving
Spot-checking who gets asked and who is left outCheck by hand a typical mix of eligible, excluded and "do not contact" records across locations before the first live group is approved.
Testing message timing and remindersCompare approved timing or wording options only on sites where asking is allowed, using the same fair rules for who gets asked and the same contact limit.
Checking reply times and backlogsMeasure how long reviews wait for a reply, how sensitive they are and each owner's workload, so the team fixes the real bottleneck instead of hiding it with generic automatic replies.
Keeping private feedback and support separateOffer help to any customer who needs it, while keeping that support completely separate from their equal chance to leave a public review.
Advanced work
Owning service fixes and tracking progressTrack when a problem is acknowledged, investigated, what was promised, when it's solved and the follow-up, without ever making help depend on editing or removing a review.
Checking replies for facts and privacyCheck the customer's public words, your internal facts and privacy limits before a reply confirms, disputes or adds any details.
Record of review site warnings, limits and appealsRecord warnings from review sites, removed content, limits on your access and evidence for appeals, with a person in charge and a next review date.
Handling system alerts, retries and repeats safelyCheck that incoming system alerts (webhooks) are genuine, cope with updates that arrive in the wrong order and rerun failed steps without repeating anything the customer sees.
Matching planned actions to what really happenedCompare planned actions with what the sending tool reports, so time-outs and partial failures don't turn into duplicate messages, replies or support cases.
Rules, upkeep and growth
Merged records and people asked againSet rules for merged customer records, repeat purchases and reopened cases, so old data can't quietly put someone back into the review request process.
Watching for changes to rules, templates and linksSchedule checks for review site rule changes, broken profile links, edited templates and connector changes that could break the approved process.
Owners and reply queues for each locationAssign review profiles, reply queues and escalation routes to each location, while keeping one central view of overdue work or work nobody owns.
Turning review themes into business fixesTurn repeated delivery, product or service complaints into fixes that someone owns, and track whether the underlying problem gets better.
Access, data keeping and change recordsLimit who can see customer records or publish replies, keep only the agreed evidence and log important decisions and manual overrides.
Research and implementation tools

Tools are chosen to fit the facts, not the other way round

Review platforms and connectors (tools that link one system to another) are choices about how we do the work, not promises of results. Before your proposal relies on any of them, we check current access, the ways each site allows you to ask for reviews, permissions and whether the tool works in your region.

Look under the hood

Seven decisions to settle before any customer is contacted

These checks show what we will test, what your team must decide and what proof must be in place before any live review requests or public replies are approved.

Check 01 · Review site rules and channel plan

Review site rules and channel plan

We record where you are allowed to ask for reviews, the request methods each site supports, rules on rewards and content, who can reply, permissions, limits and when each rule should be checked again.

Each check records the rule it's based on, the customer event, the customer's record and permission status, the message ID, what the customer sees, tests of normal and failure cases, who reviewed it, its limits and who fixes problems.

Proof proveSave the dated rules page, profile type, region, allowed request method, limits on rewards, reply access and the person in charge of your internal policy for every review site.
Definition defineState whether each site allows you to ask directly, use its own invitation tool, watch for reviews, reply, or only keep a profile, and which channels may be used.
Setup buildLink each approved review link or tool to the right profile, location, message template, sender and the person in charge of running it.
What could fail riskStop the launch if a link is out of date, ownership of a profile is disputed, a rules page can't be checked or the chosen invitation method isn't supported.
Sign-off sign-offCheck every live link, test the customer's path without posting a review, review the final neutral wording and get named approval for the rule sheet.
Next step decideSet a date to recheck the rules and name who pauses requests if a review site warning, access change or rule update appears.
Check 02 · Who can be asked, and when

Who can be asked, and when

We define what counts as a real, completed customer experience, fair rules for who gets asked, who is left out, timing, location, product, when someone can be asked again and the proof needed, without choosing people by how happy they seem.

Each check records the rule it's based on, the customer event, the customer's record and permission status, the message ID, what the customer sees, tests of normal and failure cases, who reviewed it, its limits and who fixes problems.

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Proof proveLook at samples of completed, canceled, refunded, disputed and partly delivered experiences to learn which events in your systems are reliable enough to decide who gets asked.
Definition defineDefine a real completed experience, how long to wait before asking, who is left out, the rule for repeat buyers and the proof needed, without using satisfaction or complaints.
Setup buildBuild the group to ask from your purchase or service records, and keep a note of the reason each record joined, waited, left or was excluded.
What could fail riskHold unclear completions, mismatched locations, reopened cases and late refunds for a person to check instead of sending automatically.
Sign-off sign-offHave the business owner check a typical set of eligible and excluded records across different products, locations and types of unusual case.
Next step decideAgree who updates the definition when your delivery, booking, refund or service systems change, and how customers already in the process are treated.
Check 03 · Customer records, stages and permission

Customer records, stages and permission

We sort out customer and visit ID numbers, the stages a customer can be in, consent, "do not contact" lists, channels, how long data is kept, who owns it and unclear cases.

Each check records the rule it's based on, the customer event, the customer's record and permission status, the message ID, what the customer sees, tests of normal and failure cases, who reviewed it, its limits and who fixes problems.

Proof proveFollow customer, order, appointment, location and contact records through real merges, shared contact details, opt-outs and repeat visits.
Definition defineDefine which details win when matching records, the allowed customer stages, permission checks, which "do not contact" list takes priority, how long data is kept and when a person must check by hand.
Setup buildCreate one decision record for each experience, with the current customer details, channel status, customer stage and, where relevant, the reason not to send.
What could fail riskStop contact when customer records conflict, permission is missing, "do not contact" lists disagree or a merged record would go over the contact limit.
Sign-off sign-offBefore launch, test known opt-outs, duplicate customers, households sharing contact details, repeat buyers and updates that arrive in the wrong order.
Next step decideGive unsolved matches and permission conflicts to your CRM or privacy owner, with a time to respond and a rule for when the case expires.
Check 04 · Fair review requests and reminders

Fair review requests and reminders

We set up approved review links or invitation methods with neutral wording, sensible timing, limits on how often people are contacted, easy opt-out and protection against duplicate messages.

Each check records the rule it's based on, the customer event, the customer's record and permission status, the message ID, what the customer sees, tests of normal and failure cases, who reviewed it, its limits and who fixes problems.

Proof proveFor each test case, review the approved eligibility record, channel permission, contact history, profile link, message version and planned send time.
Definition defineSet, for each channel, the wait before asking, the wording, the reminder limit, quiet periods, contact limits, when someone leaves the process, how opt-outs work and who approves going live.
Setup buildGive each message a fixed ID before it's sent, and keep "tried", "accepted by the sending tool", "delivered", "failed", "not sent on purpose" and "unknown" as separate results.
What could fail riskBlock a send when the profile link fails, permission changes, the sending tool times out, an earlier attempt isn't resolved or the customer has already left the process.
Sign-off sign-offDo a practice run on the whole group without sending, check the neutral wording on each type of device and test retries, opt-outs, duplicates and late updates without contacting any customers.
Next step decideApprove a small, capped first group with a person who can stop it, a daily check of unusual cases and a written rule for any change to reminders.
Check 05 · Watching for reviews and the reply queue

Watching for reviews and the reply queue

We bring in new reviews from approved sources, sort them by how urgent and sensitive they are, draft replies within agreed limits and make sure the right person approves each reply.

Each check records the rule it's based on, the customer event, the customer's record and permission status, the message ID, what the customer sees, tests of normal and failure cases, who reviewed it, its limits and who fixes problems.

Proof proveList the review sources, profile access, backlog, current reply times, sensitive topics, existing templates and owners, by location and review site.
Definition defineDefine groups for urgency, privacy and escalation, reply time targets, limits on what templates can say and the person allowed to publish each type of reply.
Setup buildCreate a queue that keeps the original review, profile, location, draft reply, fact checks, approvals, whether it's published and the follow-up together.
What could fail riskPass reviews that mention safety, discrimination, private records, threats, fraud or disputed facts to the right person, instead of posting an automatic reply.
Sign-off sign-offTest ordinary praise, routine criticism, duplicate alerts, edited reviews, profiles that can't be reached and serious accusations with the people assigned to review them.
Next step decideSet alerts for overdue replies, cover for reviewers who are away and a regular check that reply templates still match the rules and your brand decisions.
Check 06 · Feedback, support and putting things right

Feedback, support and putting things right

We open private support cases for any customer who needs help, without changing their chance to leave a public review or pressuring them to change one.

Each check records the rule it's based on, the customer event, the customer's record and permission status, the message ID, what the customer sees, tests of normal and failure cases, who reviewed it, its limits and who fixes problems.

Proof proveMap your current complaint, refund, support and escalation routes, and find any place where a public review is wrongly being used to decide who gets help first.
Definition defineDefine how any customer can ask for help, who owns and solves each case, and why help must never depend on the customer posting, editing or removing a review.
Setup buildLink the internal case to the customer experience and location, while keeping public replies to facts that are suitable for an open website.
What could fail riskPass on cases that nobody owns, or that are overdue, reopened or privacy-sensitive, and keep exactly the same public review request for unhappy customers.
Sign-off sign-offWalk through acknowledging, investigating, acting, solving and following up on realistic cases, without ever asking the customer to change a review.
Next step decideSend repeated service themes to a named person in your operations team, and track the fix separately from changes in ratings or the number of reviews.
Check 07 · Testing, reporting and regular improvements

Testing, reporting and regular improvements

We test normal cases, duplicates, delays, missing data and changes to review site rules, and report on how well the process runs, reply times, common themes, fixes and limits.

Each check records the rule it's based on, the customer event, the customer's record and permission status, the message ID, what the customer sees, tests of normal and failure cases, who reviewed it, its limits and who fixes problems.

Proof proveFor each report, save a fixed copy of the rules version, eligible counts, people left out, process version, attempts, sending tool results, reviews seen, replies and cases.
Definition defineAgree the difference between "tried", "accepted by the sending tool", "delivered", "review seen" and "solved", and the limits on linking a review to a request.
Setup buildBuild a check that shows unmatched events, duplicate message IDs, late updates from the sending tool, overdue replies and service cases nobody owns.
What could fail riskTreat missing delivery data, reviews hidden by site filters, unclear reviewer identity and small groups as clearly marked unknowns, instead of filling the gaps with guesses.
Sign-off sign-offFollow a typical sample all the way from the customer experience, through the decision to ask, the sending result, the review site, the reply and any support case.
Next step decideApprove only changes that have an owner, a fair test, a condition for stopping and a clear business reason other than raising the star rating people see.
Your type of business

Review automation shaped by your relationship with customers

A hotel stay, a healthcare appointment, a software renewal and a marketplace purchase raise different questions about who can be asked, privacy, timing and who is in charge. We design the process around those differences.

Local

Local services

For local service businesses, review automation has to allow for your location, service area, availability, phone calls, bookings and who is responsible for replying.

FocusMatching customer records and removing duplicates, Customer stage rules, Carrying over consent and "do not contact" status
MeasureRecord of review site rules and who can be asked, Customer records and permission report, Running review requests and reminders
Ecommerce

Online stores and direct-to-consumer brands

For online stores and brands that sell direct to consumers, review automation has to allow for accurate product details, stock, promotion terms, checkout steps, returns and profit.

FocusChecking for unusual cases and slow drift, Reply time targets and workload, What's allowed on each review site
MeasureCustomer records and permission report, Running review requests and reminders, Report on reviews and reply times
Software

Software companies (SaaS)

For software companies, review automation has to allow for how people use the product, proof it works, free trial or demo steps, links with other tools and getting new users active.

FocusBuilding a fair group of customers to ask, Linking each experience to the right location and product, Channel permission and contact limits
MeasureRunning review requests and reminders, Report on reviews and reply times, Report on service fixes and common themes
B2B

Business-to-business (B2B) and professional services

For B2B (business-to-business) and professional services firms, review automation has to allow for groups of people who decide together, expert proof, sorting good leads from weak ones, handover to sales and the long gap before deals close.

FocusAllowed review links and invitation methods, Bringing in new reviews and matching them to records, Sorting replies by how urgent and sensitive they are
MeasureReport on reviews and reply times, Report on service fixes and common themes, Handover of rules, upkeep and improvements
Health

Healthcare and wellness

For healthcare and wellness, review automation has to allow for accuracy, privacy, who can be treated, appointment stages and the limits of what can be said about medical care.

FocusSpot-checking who gets asked and who is left out, Testing message timing and reminders, Checking reply times and backlogs
MeasureRecord of review site rules and who can be asked, Customer records and permission report, Running review requests and reminders
Regulated

Finance, insurance and legal

For finance, insurance and legal firms, review automation has to allow for the country or state's rules, approvals, required disclaimers, sensitive data and terms that change.

FocusOwning service fixes and tracking their progress, Checking replies for facts and privacy, Record of review site warnings, limits and appeals
MeasureCustomer records and permission report, Running review requests and reminders, Report on reviews and reply times
Education

Education and training

For education and training, review automation has to allow for accurate program details, dates, who can apply, enrollment steps, student outcomes and accessibility.

FocusMerged records and people asked a second time, Watching for changes to rules, templates and links, Owners and reply queues for each location
MeasureRunning review requests and reminders, Report on reviews and reply times, Report on service fixes and common themes
Media

Publishers and media

For publishers and media companies, review automation has to allow for who wrote the content, content rights, subscriptions, fast publishing cycles and original reporting.

FocusIs review automation right for you and who does what, Starting check of review site, legal and channel rules, Real experiences and fair rules for who gets asked
MeasureReport on reviews and reply times, Report on service fixes and common themes, Handover of rules, upkeep and improvements
Marketplaces

Marketplaces and directories

For marketplaces and directories, review automation has to allow for value to both buyers and sellers, identity checks, listings, data quality and actions counted twice.

FocusMatching customer records and removing duplicates, Customer stage rules, Carrying over consent and "do not contact" status
MeasureRecord of review site rules and who can be asked, Customer records and permission report, Running review requests and reminders
Travel

Travel and hospitality

For travel and hospitality, review automation has to allow for busy and quiet seasons, location, availability, booking value, cancellations and policy rules.

FocusChecking for unusual cases and slow drift, Reply time targets and workload, What's allowed on each review site
MeasureCustomer records and permission report, Running review requests and reminders, Report on reviews and reply times
Industrial

Industrial and manufacturing

For industrial and manufacturing companies, review automation has to allow for technical specifications, whether parts fit together, distributors, long buying decisions and serious inquiries.

FocusBuilding a fair group of customers to ask, Linking each experience to the right location and product, Channel permission and contact limits
MeasureRunning review requests and reminders, Report on reviews and reply times, Report on service fixes and common themes
Membership

Memberships and communities

For membership groups and communities, review automation has to allow for levels of access, ongoing value, moderation, renewals and member support.

FocusAllowed review links and invitation methods, Bringing in new reviews and matching them to records, Sorting replies by how urgent and sensitive they are
MeasureReport on reviews and reply times, Report on service fixes and common themes, Handover of rules, upkeep and improvements
Clear ownership

No hidden handovers: you always know who is doing what

This service covers review requests, watching for reviews, replies and putting service problems right. Wider fixes to your CRM (the system your team uses to track customers) and large email or text message campaigns stay with their own specialists.

We handle

The review automation system described in your proposal.

  • Rule sheet for each review site
  • Rules for who can be asked and when
  • Fair review requests and reminders
  • Watching for reviews and the reply queue
  • Protection against duplicates and failures
  • Reporting and handover to your team
We coordinate

Information and customer results that involve named teams.

  • Owners of your CRM and sales records
  • The people who run your email and text messages
  • Location managers and review profile owners
  • Support teams and the people who fix service problems
  • Brand and reply reviewers
  • Privacy, legal and security reviewers
You keep

The facts about your customers and the final say on going live.

  • The facts on which customer experiences are complete
  • Decisions on permission to contact customers
  • Review site accounts and who owns them
  • The facts behind disputes and customer cases
  • Authority over refunds and putting things right
  • Approval of public replies and final sign-off
How it fits together

Nine records that keep everyone accountable

These records link the review site rule, the customer experience, permission to contact, the message, what happened on the review site, the decision on a reply and the service follow-up, so your staff never have to piece the history together.

Reputation Management Automation

01
Review site rule sheet

Keeps dated versions of each site's rules on asking for reviews, allowed methods, rewards, replies, API links, access and enforcement.

02
List of who can be asked

Records completion, location, product, timing, exclusions, proof and whether each customer is in the fair group to be asked.

03
Customer and process record

Connects customer, experience, purchase, review, support case and review site IDs, with the stages each one is allowed to be in.

04
Permission and "do not contact" list

Holds channel consent, opt-outs, whether someone can be contacted, contact limits, local legal status and how long data is kept.

05
Review request and reminder process

Keeps versions of the message, link, timing, message ID, delivery, retries, when people leave the process and reasons for not sending.

06
New reviews and the reply queue

Records each review, its status on the site, urgency, sensitivity, draft reply, reviewer, final reply and proof that it was published.

07
Link to the support case

Connects private facts, who owns the support case, reply time targets, how it was solved and the follow-up, without making help depend on a review.

08
Log of unusual cases and retries

Keeps a record of duplicate, delayed, out-of-date, refused, merged, failed and manually overridden cases.

09
Reputation dashboard

Keeps apart how well the process is running, reviews seen, reply times, common themes, business fixes and limits.

The connected growth engine

Customer operations

Responsible for confirming real completed experiences, the facts on who can be asked, service problems and the authority to put things right.

CRM

Responsible for customer records, customer stages, links to purchases, "do not contact" lists and the quality of the events that trigger requests.

Channels

Responsible for email, text or messaging permission, sender setup, delivery, opt-outs and contact limits.

Review sites

Responsible for profile access, request methods, new review alerts, reply permissions, warnings and appeals.

Brand and support

Responsible for the tone of replies, handling private cases, checking facts, passing on serious issues and solving problems.

Rules and upkeep

Responsible for interpreting review site rules, privacy, legal, security, how long data is kept and final decisions to go live.

One connected scope. Reputation Management Automation is coordinated with the strategy, creative, experience, data and reporting it depends on, so responsibilities and handoffs stay visible in one written plan.

What to expect

How long it takes: from a rules brief to a careful first launch

A test with typical records can usually be ready within five to ten business days once we have working access and your decisions. A wider, carefully controlled launch usually takes two to four weeks, depending on access to review sites, the quality of your data, approvals and how many unusual cases need handling.

Reputation management automation: from setup to running smoothly

Days 1–3

Rules and access brief

Confirm the review profiles, locations, allowed request methods, current review site rules, reply access and who makes each decision.

KPI Brief agreed
Days 3–5

Rules for who can be asked and permission

Approve the real customer event that triggers a request, fair exclusions, record checks, channel permissions, "do not contact" lists and contact limits.

KPI Rules approved
Days 5–10

Test with typical records

Test approved messages, links, duplicate protection, opt-outs, watching for reviews and reply routing using typical records that won't contact real customers.

KPI Test accepted
Weeks 2–4

Small, capped first launch

Send only to the approved group, with limits on how many messages go out, named people watching, a way to stop and a daily check of unusual cases.

KPI Launch under control
After release

First report on how it's running

Report separately on who could be asked, who was left out, attempts, sending results, reviews seen, reply times, support cases and unknowns.

KPI Evidence reviewed
Next agreed cycle

Improve or hand over

Fix the agreed problems, write down owners and what should trigger upkeep, and approve only the next changes the report supports.

KPI Next step

Our full growth plan (all services together), month by month

Month 1

Setup and first launch

Agree priorities, fix the biggest problems and launch the first approved work once we have access, content, budget and your sign-off.

KPI First work live
Month 2

Build and improve

Use the first report to improve the live work and build the next agreed materials, campaigns, pages or follow-up steps.

KPI Improvements live
Month 3

Do more of what works

Do more of the messages, audiences, pages or channels that the results show are working, while keeping budgets and quality checks within the limits we agreed.

KPI What works, expanded
Month 4

Strengthen results

Fix weak handovers between teams, gaps in tracking and anything slowing delivery, then test the next priorities against measures that matter to your business, such as lead quality and sales.

KPI Blockers removed
Month 5

Turn more visitors into customers

Improve the offer, message, page and follow-up steps wherever the results show people getting stuck or leads that aren't a good fit.

KPI Improvements to win more customers live
Month 6

Plan the next round

Review what changed, what the results really show, what should stop and which work deserves budget and attention in the next period.

KPI Next round agreed
How we compare

A fair, well-run process, not a shortcut to higher star ratings

The difference is fair rules on who gets asked, up-to-date permission to contact, human judgment and learning from service problems. The work is not designed to create fake stars, hide criticism or pressure customers into changing their reviews.

The risk of using a different agency for everything
  • Asks only customers who seem happy
  • Uses one rule for every review site
  • Treats a purchase as permission to contact
  • Sends whenever a field in a record changes
  • Retries without a fixed message ID
  • Offers rewards for reviews
  • Posts generic replies automatically
  • Hides criticism away from public view
  • Only measures rising star ratings
  • Promises better stars or review removal
vs
Softscotch
  • Asks customers fairly, whatever their mood
  • Keeps dated rules for each review site
  • Checks permission at the moment of sending
  • Only sends from an allowed customer stage
  • Stops every public action being repeated
  • Never offers rewards for reviews
  • Has a person check sensitive replies
  • Offers support to all without review gating
  • Reports on how the process runs and service results
  • Refuses to promise ratings or review removal
The numbers

Results from Softscotch client work.

These totals come from work for Softscotch clients across search, paid ads, websites and lead generation, as published on softscotch.com. Past results don't guarantee future results.

$12M+Ad spend managed for clients
87,200+Leads generated for clients
2,140+Search terms ranked on Google's first page
$28M+Revenue generated for clients
Client case studies

All six Softscotch client stories.

Every Quick Story currently published on Softscotch.com, covering education, ecommerce, healthcare and SaaS. Stock photography represents each client industry; the figures are reported historical results and do not guarantee future performance.

Education consultant speaking with a prospective student Education Ads + local SEO
+183%leads

183% more leads for an education consultancy

WordPressQuora adsLocal SEO
The challenge

An education consulting business in India needed to build its digital presence and lead flow from scratch.

What changed
  • Built a new WordPress website
  • Used Quora ads to grow daily lead volume
  • Added Local SEO and community engagement
+183% leads25+ leads/day-38% bounce rate+273% new users
Bright modern home interior representing the home-solutions client Home solutions Shopify + SEO
+82%Shopify sales

Home-solutions ecommerce growth

ShopifyOrganic searchAmazon ads
The challenge

A home-solutions business was dependent on business-to-business (B2B) marketplaces, losing sales and recovering from a Google penalty.

What changed
  • Resolved the Google penalty
  • Revamped the website and online store
  • Improved organic visibility and Amazon campaign performance
+82% Shopify sales+147% organic+23% Amazon ROAS
Mother and baby representing the lactation-consultant client Health consultant $20/day
5/daybooked calls

Five booked calls a day for a health consultant

Facebook adsGoogle AdsLocal SEO
The challenge

A Houston lactation consultant needed to recover a malware-damaged website and rebuild local patient acquisition.

What changed
  • Rebuilt the hacked site and migrated it to secure hosting
  • Ran targeted Facebook and Google campaigns
  • Reached top-three local Google positions
5 calls/day$20 daily spend+87% local traffic+34% new users
Ecommerce owner preparing customer orders beside a laptop Ecommerce 10 months
+315%organic traffic

315% organic growth for an ecommerce site

Content strategyOn-page SEO
The result

Softscotch reports a 315% increase in ecommerce organic traffic over 10 months through focused on-page SEO.

What changed
  • Optimized product and collection pages
  • Improved the links between pages and the page addresses (URLs)
  • Made the site easier for Google to explore and better matched to what people search for
+315% organic10 monthsProductsCollections
SaaS team reviewing campaign data around a laptop SaaS platform Cold outreach
16%reply rate

9% close rate for a transcription SaaS

ProspectingSMTP
The challenge

A transcription platform needed a qualified prospect list and a reliable email-sending setup for outreach we managed.

What changed
  • Built a comprehensive prospecting list
  • Managed the cold outreach campaigns
  • Set up reliable email-sending servers (SMTP)
9% close rate16% reply rateSaaSManaged outreach
Healthcare professional consulting with a patient Healthcare 6 months
+182%organic traffic

182% organic growth for a healthcare clinic

HealthcareOn-page SEOOff-page SEO
The challenge

A clinic in a competitive location needed to build organic search visibility from the ground up.

What changed
  • Built the clinic's foundation for unpaid (organic) Google search
  • Combined on-page and off-page SEO
  • Reached top-five positions in Google Search
+182% organic6 monthsTop 5 Google
01 / 06
In their words

Teams that stopped leaving clicks on the table.

★★★★★

"The Softscotch team has been a solid partner as our business evolved over the last five years. Unlike most agencies, they have never charged us for work that falls outside the agreement. That is what sets them apart."

IM
Imtiyaz MominHairareus
★★★★★

"Without their knowledge, we would be in a very different place than we are now. Whenever they find something that can be improved, they implement it quickly. I could not be happier with their performance and response time."

AP
Aaron PaulsonBaby Pavilion
★★★★★

"Softscotch goes above and beyond the scope. The time, effort and dedication they put in is like having your own in-house marketing team. They are not just another marketing company."

TM
Tabassum MithaniTRS Care
★★★★★

"We are extremely happy with Softscotch, such an attentive team. No project is too small, and they give their 100%. We are extremely satisfied with their work."

SH
Safiya HafiziSimply Lactation
★★★★★

"Softscotch is a great team to work with: transparent, reliable and genuinely invested in the growth of your company. They are good partners to have by your side."

MJ
Malvika JainCyclop
★★★★★

"The Softscotch team has been a solid partner as our business evolved over the last five years. Unlike most agencies, they have never charged us for work that falls outside the agreement. That is what sets them apart."

IM
Imtiyaz MominHairareus
★★★★★

"Without their knowledge, we would be in a very different place than we are now. Whenever they find something that can be improved, they implement it quickly. I could not be happier with their performance and response time."

AP
Aaron PaulsonBaby Pavilion
★★★★★

"Softscotch goes above and beyond the scope. The time, effort and dedication they put in is like having your own in-house marketing team. They are not just another marketing company."

TM
Tabassum MithaniTRS Care
★★★★★

"We are extremely happy with Softscotch, such an attentive team. No project is too small, and they give their 100%. We are extremely satisfied with their work."

SH
Safiya HafiziSimply Lactation
No black box

You'll always know exactly what we changed.

Plenty of agencies go quiet after the audit and you never quite know what you're paying for. We do the opposite. You get a live view of every change and what it moved, in plain language you can act on.

Your delivery, at a glanceSample
Changes shipped12
Pages reviewed28
StartMidpointNow
Delivery activity✓ Up to date
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Live client dashboard

Every change, score and ranking in one place you can open any time, not a monthly PDF you wait around for.

This week, explainedSample
✓Titles updated
Ready for your review
SSSoftscotch weekly update
0:00
2:00
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Weekly video summary

A short screen-recorded video (Loom) each week walking you through exactly what shipped and what it moved, so nothing is a mystery.

The change is clearSample

Before

Titles30 / 100
Structure42 / 100
Content28 / 100

After

Titles84 / 100
Structure79 / 100
Content90 / 100
Same page. Reviewed changes.
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Before/after score per page

See the exact lift on every page we touch, not a vague "it's improving" you have to take on faith.

Your weekly reportSample
01
What shipped

Approved page updates are live.

02
What we learned

Product details need a review.

03
What happens next

Confirm the next priority pages.

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Plain-English reporting

Clicks, rankings and revenue, explained in words you can act on, instead of a wall of charts about how often you were seen (impression charts.

Your data. Your view.Sample
Organic search
StartMidpointNow
Sample report preview↗
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Reports on demand

Ask for any cut of the data whenever you need it and get it, no waiting for the end of the month.

Every step, visibleSample
  1. ✓
    Proposed

    Softscotch prepares the change.

  2. ✓
    Approved

    Your team gives the go-ahead.

  3. ✓
    Published

    Checked live and recorded.

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Ethical, transparent, always on

One accountable team, strictly white-hat (only methods search engines and platforms allow), no shortcuts and no surprises. Support whenever you need it.

One plan, full-stack access

One Softscotch plan gives you access to the full service stack, coordinated around your priorities.

You do not need a separate agency or retainer for every channel. Your plan can draw from search, paid media, web, ecommerce, outreach, automation, lead generation, messaging, content, creative and operations. The agreed scope sets what is active, in what order and at what capacity.

Pricing approach

One price for everything, not a stack of separate retainers.

You get one price for your whole marketing, not a separate retainer for every service. SEO, paid ads, your website, automations, cold email and newsletters, we run all of it as a single scope, so you get the most result for what you pay. Agencies sell each of these on its own, so the invoice climbs whether or not that line drives a single lead.

Bought separately, service by service

A different agency or retainer for each service. The bill stacks up fast, and keeps climbing whether or not each one moves a single lead.

SEO (technical, on-page, content)$2,000–3,500/mo
Local SEO+$750–1,500/mo
Programmatic SEO+$1,000–2,500/mo
CRO & landing pages+$2,000–3,500/mo
Paid ads (Google & Meta)+$2,500–4,000/mo
Marketing automations+$1,500–3,000/mo
Cold email outreach+$1,500–2,500/mo
Email marketing & newsletters+$750–1,500/mo
Website management & care+$750–1,500/mo
WordPress build & setup+$2,500–6,000 once
10 separate services$12,750–23,500/mo

Plus the one-off build, and a fresh contract, kickoff and onboarding delay for every new service you add.

All of it, one scope

We run your whole marketing as one engagement, so you get the most result for what you pay, not a pile of disconnected invoices.

  • SEO: technical, on-page, content, local and AI search
  • Template-built pages (programmatic SEO), links from other websites (backlinks) and authority
  • CRO and landing pages
  • Paid ads across Google and Meta
  • Automations, cold email and newsletters
  • WordPress build, setup and ongoing care
  • One team, one roadmap and one point of contact
  • Reporting tied to qualified leads and revenue
Everything above. One flat monthly fee.A fraction of the cost of the stack on the left
Plus free access to our own platforms
Post InstantlyVerified WidgetsTrending FunnelsBrands for CreatorsDarnItSEOGoHighLevel

Priced to your site after the audit. No sticker price, and no per-service creep.

What shapes your quote
Site sizePage count, templates and how much of the site actually needs work.
Market competitionHow hard the terms you want to win are, and who you are up against.
Content needsHow much new writing, rewriting and production the plan calls for.
Build complexityYour website platform (CMS, the system you edit your site in), your other tools and how involved the changes are to make.
Final pricing comes after the audit, once we have seen the four things above on your actual site. You get a written scope and a fixed quote before any work begins: no lock-in, no surprise line items, and no upfront number that ignores your market.
Request a custom scope
Questions, answered

Reputation management automation FAQs

These answers explain the review site rules, access, timing, cost, who owns what and the limits on results that you should understand before approving the work.

Filter
What is included in Softscotch reputation management automation?

The agreed work can cover review site and channel rules, rules for which real customer experiences can be asked for a review, customer record and permission checks, neutral review requests and reminders, watching for new reviews, approving replies, training your team with reply guidelines, putting service problems right, quality checks and reporting. Your proposal names the exact review sites, locations, systems, people in charge and the checks that show it works.

When is reputation automation the right service?

It's a good fit when your business has real, completed customer experiences, approved review sites and enough control of your CRM, messaging channels and support to ask for reviews or reply consistently, without picking only the customers who seem happy.

What access and information do you need?

We need approved access to your review profiles and locations, reliable customer and visit IDs, events that show an experience is complete, current contact permissions and "do not contact" lists, review links or supported connections, your current messages, support routes, the people who reply and your decisions on review site rules, privacy and legal matters.

What do you look at?

We look at each review site's rules on asking for reviews and replying, records of completed experiences, how customer records and stages are matched, channel permission and opt-out logs, who has entered the process, message IDs, system alerts (webhooks), delivery results, reviews, replies, support cases and the history of unusual cases.

How do you set the starting point?

We save a fixed snapshot of current review site rules, links and access, the rules for who can be asked, customer and purchase records, customer stages and permissions, messages, sends, new reviews, the reply backlog, support cases and the versions of your automations.

How do you tell activity apart from real business value?

We keep these things separate: customers who could be asked from customers we actually contacted, a delivered message from a published review, changes in star rating from the effect of the process, and handling public reviews from privately putting service problems right.

Can you run careful follow-up tests?

Yes. We can compare neutral options for timing, wording or reminders on review sites that allow asking for reviews, using the same rules for who gets asked and agreed day-to-day measures, without ever choosing or tuning for positive reviews.

Does credited performance prove the work caused better results?

No. Credit reports share out credit based on one way of measuring. Proving the work really caused extra results needs a fair comparison group, enough data and a stated range of uncertainty.

Do automatic recommendations decide what we do next?

No. Automatic grouping of review themes, scores and review site suggestions are dated clues, not decisions. A named person checks the evidence, possible bias, limits and business relevance before approving any work.

Do you send review requests while you're still setting things up?

No, not by default. The setup stage ends with an approved record of the rules and the process. Live messages, replies on your profiles, API connections and changes to customer data all need your clear approval, permission checks, proof that it's ready and a way to undo it.

Can one review request process work for Google, Yelp and Trustpilot?

No. Each site has different rules on asking for reviews, and those rules can change. For example, Yelp asks businesses not to request reviews at all, while Google and Trustpilot allow you to ask as long as you don't offer rewards or only ask happy customers. Our current rule sheet decides whether your business may ask, show a link, watch for reviews, reply, or simply keep a profile on each site.

Who makes legal, privacy and rights decisions?

You do. You keep all decisions on legal matters, privacy, rights, claims, confidentiality and disclosures. Softscotch writes down how the process connects to your systems and only carries out instructions you have approved.

What does the reporting keep separate?

Reports keep these separate: customers who could be asked, people left out on purpose, requests, delivery, reviews seen, reviews hidden by site filters, reply times, support cases, common business themes and any business results that can be linked to the work, with their limits.

What won't the results prove?

A sent request doesn't prove it was delivered. Reviews don't represent every customer. Review site filters change the number of reviews people can see. Changes in star rating have many possible causes. And solving a complaint doesn't require, or guarantee, that a customer edits their review.

What work is not included on this page?

Fully fixing your CRM, running customer support, wider email or text message strategy, legal advice, appeals to review sites and broader local SEO (helping nearby customers find you on Google) are separate services.

Can you guarantee results from reputation automation?

No. Softscotch is responsible for the agreed process, permissions, safety checks, testing and reports. Your customers, the review sites, the quality of your service, events in your market and how your team handles replies and support all affect your reputation.

How long does the first round of work take?

Once we have working access and your decisions, the brief on review site rules usually takes three to five business days, and a test of the whole process with typical records five to ten business days. A careful first launch usually takes two to four weeks. More locations, messy data, custom connections, legal review or unsolved unusual cases can make it take longer. These are planning estimates, not guarantees.

How is reputation automation priced?

Pricing depends on the number of review sites, locations and channels, the CRM and support connections, how many customers are in the process, the number of message and reply versions, handling unusual cases, reporting and upkeep. Your proposal states what is and isn't included up front.