Popis
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.





