Checklists

Review and referral process checklist

A future checklist for timing review asks, tracking proof, and prompting referrals responsibly.

Reviews and referrals work best when the request is tied to a genuine customer milestone.

The checklist will cover timing, request language, tracking, response handling, and referral follow-up.

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Future review checklist placeholder.

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Assess this workflow

Common questions

Does DOS create fake proof?

No. DOS only supports workflows for requesting genuine customer feedback and referrals.

Business systems assessment

Resource prepared. Workflow still needs diagnosis.

The gated download and GHL form are placeholders until the live marketing engine is connected.

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