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How to Automate Sales and Customer Success Review Requests After Key Customer Milestones

·Feb 20, 2026 05:22 PM·

For those running CS and Sales enablement for reviews, did you determine a way to get sales/CS to be automatically prompted to send a review request after specific milestones in a customer journey?

2 comments

· Sorted by Oldest

Jenni Adair
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I set up a unique url for each CS member and asked them to make the Gartner review ask at the the end of each of their QBRs every quarter. I didn't get a ton that way but I got a few. You should also be targeting high NPS scores. My company sent out an NPS survey every quarter through Pendo and sent me anyone who gave us a NPS 10. I then emailed those customers asking for a GPI review. I got a lot of reviews that way.
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Rachel Haney
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Jenni Adair - if team is open, I created a pendo segment for NPS 7-10 that immediately triggers a new guide after the NPS that links out to G2 and Capterra landing pages - this is our always on strategy Andrew I've had some success with CSM team to do a week “review ask sprint” each quarter closer to G2 badge deadline. I give them email copy and ask for 1 or 2 asks per rep to send that week. I also allow these asks to have the biggest incentive ($50 gift card)

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