Ethical Review & Referral Engine

$19.00

Ask for reviews and referrals without breaking disclosure rules. A 14-page guide plus an 8-sheet workbook covering request timing, incentives, UGC rights and takedowns.

Author
Cursiqa editorial team, Webiant s. r. o.
Workbook
8 sheets
Format
PDF guide + Excel workbook + templates
Length
14-page guide
Download size
106 KB (.zip), 16 files
What you get
Ethical Review & Referral Engine Guide (PDF, 14 pages), workbook (Excel, 8 sheets), 14 ready-to-send templates
Licence
One organisation, up to five named people. Unlimited downloads, no expiry. Full terms on the Terms page.
Downloads
Unlimited
Link validity
No expiry

Written for a US context: dollar amounts, US-style dates, and US consumer-finance conventions such as APR. Page, sheet and formula counts above are read directly from the delivered files.

Sold to customers outside the European Union. EU billing addresses cannot be accepted at checkout.

SKU: CUR-005-ERRE Category:

Description

Get more reviews without crossing a line

Reviews and referrals are the cheapest trust you can earn, and the easiest place to get into trouble — incentivised reviews, unlabelled testimonials, reusing a customer’s photo without permission. The ethical review and referral engine asks for both on a schedule, without crossing those lines.

What you get

  • A request moment map for finding the point where a happy customer will actually respond.
  • A message library of review, testimonial and referral requests.
  • An incentive and disclosure decision worksheet for deciding what you may offer and what must be disclosed.
  • A UGC rights sheet for tracking permission to use a customer’s words or images.
  • A permission request template so approval is explicit and on record.
  • A negative feedback and takedown SOP for responding without escalating.

Files and format

14-page PDF guide + Excel workbook with 8 sheets.

Workbook sheets: Start Here, Request Moment Map, Request Log, Incentive Review, UGC Rights, Response & Takedown, Quarterly Review, Official Sources

The spreadsheet opens in Excel, LibreOffice Calc, Numbers and Google Sheets. Language: English. Delivered as an instant download after payment.

Who it is for

Local and service businesses that want a steady flow of reviews and referrals and want the process to be defensible.

Licence

Internal use by one organisation, up to five named people. Reselling or publishing the files is not permitted. Team licences available on request.

Please note

This is an educational tool that helps you organise your own information and make your own decisions. It is not financial, legal, tax or security advice. Last updated 4 September 2026.

What the ethical review and referral engine includes

The ethical review and referral engine is a PDF workbook with templates and a tracker. It sets the timing rules for when to ask, the request wording for reviews and introductions, and a log so nobody is asked twice or at the wrong moment.