Automated Feedback
You connect
Link Calendly and a feedback request goes out automatically after each session, whether you met in person or over video.
Calendly · Live
Acuity · Soon
SMS · Soon
WhatsApp · Soon
or
QR Feedback
They scan
Put a code on your business card, booking confirmation, or email signature. A quick scan opens the same flow on the client's phone.
The system can start it, or a client can. Everyone lands in the same private-first flow.
Two ways in. One flow.
01
Rate the session
Thumbs up or thumbs down. Both paths go to the exact same next step.
02
Share privately
The client writes in their own words. Write with AI polishes their text, but only after they type first.
03
Leave a public review
Everyone reaches the same review option. Review Link Rotation routes them to the platform you choose, like Google, Trustpilot, or Facebook.
The same three steps for everyone
Whether the system sent it or they scanned a code.
Your data, briefly
Session data auto-deletes on a schedule you set. Your Calendly connection is encrypted.
Balanced links
Review Link Rotation cycles between up to three platforms instead of stacking on one.
You hear it first
Feedback is private before it is ever public, so you can follow up with a client directly.
Why financial advisors use QuickFeedback to grow client reviews
People trust a financial advisor with their future, and they research that trust through reviews before they ever book a call. A strong presence on Google can set you apart in a field built on credibility. But asking a client for a review after a planning meeting is easy to put off. QuickFeedback makes the ask for you, automatically, after each completed appointment.
Connect Calendly once and a short feedback request goes out when a meeting is marked complete, whether in person or over video. The client rates their experience, adds a quick note, and reaches a one-tap path to post a public review. Because feedback comes to you privately first, you can address any concern directly while every client still reaches the same public-review option.
Over time that becomes a steady base of reviews that build credibility with new prospects, plus a private read on how clients feel about your guidance. No manual follow-ups and no awkward asks.
Questions financial advisors ask
How do financial advisors get more reviews?
Connect Calendly to QuickFeedback and a feedback request goes out automatically after each completed meeting. Each client rates their experience and reaches a one-tap path to leave a public review, so reviews grow without you asking.
Do we control the timing and the review sites?
Yes. Requests are tied to completed appointments, and you set the timing and the review sites. You stay in control of the flow, which helps you keep it within your own compliance process.
Will clients feel pressured to leave a review?
No. Each client shares feedback privately first, then reaches the same simple public-review option. You receive the private note either way, and no client is pushed.
Where do the reviews go?
Wherever you choose. Review Link Rotation sends clients to up to three review sites, like Google, Trustpilot, or Facebook, so your profiles stay balanced.