Directory Review Generation

This drill builds a systematic process for collecting customer reviews on software directories. Reviews are the single most important ranking factor on G2 and Capterra -- more reviews with higher ratings directly drive more listing views and higher category placement.

Input

• Active directory listings (output from directory-listing-setup drill)
• Customer list in Attio with at least 10 active, satisfied customers
• Loops configured for transactional or lifecycle email

Steps

1. Identify review candidates

Query Attio using the attio-contacts fundamental to build a review candidate list. Ideal candidates:

• Active customers for 30+ days (enough experience to write a substantive review)
• High engagement (regular product usage, responsive to emails)
• Positive sentiment (NPS promoters, positive support interactions, expansion revenue)
• Has not reviewed yet (check reviewed_on field in Attio -- if empty, they are a candidate)

Sort candidates by likelihood to leave a positive review. Start with your strongest advocates.

2. Build the review ask sequence

Using the loops-sequences fundamental, create a 3-email review request sequence:

Email 1 (Day 0) -- The Ask:

Subject: Quick favor? Share your experience on {directory}

Body:
Hi {first_name},

You've been using {product} for {days_active} days now. Would you be willing to share your experience with a quick review on {directory}?

It takes about 3 minutes and helps other teams like yours find tools that actually work.

[Leave a review on {directory}] -> {directory_review_url}

Thanks,
{sender_name}

Email 2 (Day 3, if no click) -- The Nudge:

Subject: Re: Quick favor?

Body:
Hi {first_name},

Just bumping this -- a short review on {directory} would mean a lot to us. Even 2-3 sentences about what you like most helps.

[Write a quick review] -> {directory_review_url}

Email 3 (Day 7, if no click) -- The Last Ask:

Subject: Last ask on this

Body:
Hi {first_name},

No worries if reviews aren't your thing. If you do have 3 minutes, here's the link one more time:

[Leave a review] -> {directory_review_url}

Either way, thanks for being a customer.

3. Set up review ask triggers

Using the n8n-triggers fundamental, build automated triggers for when to send review asks:

• Post-milestone trigger: Customer hits a usage milestone (e.g., 100 workflows run, 50 contacts enriched). Use PostHog event -> n8n webhook -> Loops sequence start.
• Post-support trigger: Customer gives a positive CSAT score after a support interaction. Wait 24 hours, then trigger review ask.
• Post-expansion trigger: Customer upgrades plan or adds seats. Trigger review ask 7 days after upgrade.
• Quarterly cadence: For customers who have not reviewed anywhere, send a review ask once per quarter (max).

4. Track review submissions

Using the directory-review-monitoring fundamental, monitor each directory for new reviews. When a new review appears:

1. Match the reviewer to the Attio contact (by name, email if available, or company)
2. Update Attio: set reviewed_on field to the directory name and date
3. Set review_rating field
4. Remove them from the review ask sequence to avoid repeat asks
5. If the review is 4+ stars, flag as a case study candidate

Using n8n-workflow-basics, build this as an automated workflow:

• Trigger: G2/Capterra webhook for new review
• Match: Search Attio by reviewer name + company
• Update: Set review fields
• Notify: Post to Slack with review text and rating

5. Manage review incentives (optional)

If using incentives (gift cards, account credits), track them in Attio:

• review_incentive_offered: boolean
• review_incentive_type: "gift_card" / "account_credit" / "swag"
• review_incentive_value: dollar amount
• review_incentive_redeemed: boolean

Important: G2 and Capterra allow incentives but require disclosure. The reviewer must indicate they received an incentive. Never incentivize specific ratings -- only the act of leaving an honest review.

6. Respond to every review

Using the directory-review-monitoring fundamental, respond to every review within 48 hours:

• 5 stars: Thank specifically, mention what you plan to build next
• 4 stars: Thank, address the specific improvement suggestion
• 3 stars: Acknowledge the feedback, explain what you are doing about it, offer direct support
• 1-2 stars: Apologize, offer to connect directly to resolve, do not argue

Output

• Automated review ask sequences running in Loops
• Trigger-based review asks firing after key customer events
• New reviews tracked in Attio with attribution
• Response workflow ensuring every review gets a vendor reply within 48 hours

Triggers

• Review ask sequences run automatically based on customer events
• Review monitoring runs continuously (daily webhook checks or weekly API poll)
• Quarterly manual audit: review velocity, average rating trend, directory coverage gaps