5 Tips to Grow Your Reviews with CrankWheel (and other free tools)

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These insights are drawn from over 6,500 consultations, making them absolute best practices in our industry. By implementing these strategies, we’ve significantly increased our number of reviews.

In the world of phone-based sales, building trust with your clients and securing positive feedback is crucial, especially when dealing with private health insurance. 

Whether you’re a private health insurance agent, a digital marketing specialist, or a solar sales professional, maintaining a high standard of client satisfaction is key to boosting your reputation and business.

Below are five practical tips that will help you leverage CrankWheel (and other tools) to grow your ratings and client satisfaction.

1. TOP-Tip: Use a Post-Meeting-URL with CrankWheel for Instant Feedback

The most effective way to gather feedback is immediately after the interaction.

Instead of sending a follow-up email that might get lost or ignored, create a Post-Meeting-URL at the end of each session.

This URL can lead directly to a simple feedback form or to a third-party review service.

(It increased the number of ratings on ProvenExpert by over 254% year-over-year).

This strategy has been extremely effective for our team, yielding a significant number of immediate, actionable reviews.

Why It Works:

  • The immediacy captures the client’s attention while the interaction is fresh.
  • It reduces the risk of emails ending up in spam folders or being overlooked.
  • Clients appreciate the ease and simplicity of giving feedback without needing to go through their inbox.

Pro Tip: Make sure the Post-Meeting-URL is optimized for mobile devices.

2. Follow Up with a Feedback Email 10 Minutes Later

While instant feedback is valuable, a follow-up email sent about 10 minutes after the session can give a broader perspective.

Use this email to request both positive and negative feedback. 

This allows you to get a more nuanced view of the client’s experience and ensures you’re capturing all types of insights to improve your service.

Tips for the Follow-Up Email:

  • Keep the tone friendly and open, encouraging honest feedback.
  • Provide an easy-to-access link to the review form or survey.
  • Mention the importance of their feedback to your continued improvement.

3. Send an Automated WhatsApp or SMS for Higher Engagement

Emails can often go unnoticed or end up in spam, but a quick, automated WhatsApp message or text message can increase engagement.

Include a direct link to your feedback form to make it easy for clients to provide their thoughts. 

This method tends to reach clients more reliably and is a great complement to email follow-ups.

Why Choose SMS/WhatsApp:

  • Higher open rates than traditional emails.
  • Easy for clients to access on their phones.
  • A more personal touch that can make clients feel valued.

Pro Tip: Keep the message brief and to the point—clients appreciate a clear call to action.

4. Conduct a “Check-In Call” Two Weeks After the Deal Closes

After a successful deal, wait about two weeks and then schedule a follow-up call.

Position this as a “Service Call,” checking in to see if they have any questions about their new service or product. 

This provides another opportunity to offer assistance and subtly ask for a review.

Effective Strategies for a Service Call:

  • Start by asking if they have any questions or need further assistance.
  • Mention how much you value their experience and input.
  • Gently guide the conversation to the importance of feedback and reviews.

5. Offer a Small Incentive for Feedback

While it’s essential to capture genuine feedback, offering a small incentive can motivate hesitant clients to leave a review.

Consider sending a personalized thank-you email with a special offer, discount, or a chance to win something as a reward for providing their input.

Incentives That Work:

  • A small gift card or discount on future services.
  • A chance to participate in a quarterly raffle.
  • A thank-you note with a personalized message.

Final Thoughts

CrankWheel’s user-friendly Post-Meeting-URL makes the #1 strategy the easiest to implement.

By adopting the other four tips, you can ensure that your clients feel heard and appreciated.

This will lead to more reviews and an overall boost in client satisfaction.

Remember, the most critical aspect of growing your ratings is to make the feedback process effortless for your clients—CrankWheel is the perfect tool to make that happen.

About the author

Sebastian Arthofer graduated from the Vienna University of Economics and Business with a Bachelor’s degree in International Business Administration and a Master’s degree in Corporate Finance. He also studied at Texas A\&M University and Ohio State University. He is the Co-founder of the krankenversichern.at.