Why checklists help
Automated systems still need human oversight. Without a simple rhythm, alerts pile up, reviews go unanswered, and the system loses trust.
These checklists keep you focused on a few concrete tasks at each time horizon so you do not drown in details.
Daily checklist
- Scan new feedback for any urgent issues or safety concerns.
- Approve or adjust draft responses to new public reviews, especially negative ones.
- Make sure no critical alerts are stuck without a human response.
Weekly checklist
- Check how many review requests were sent and how many replied.
- Review a sample of neutral or negative replies and confirm they were handled.
- Note any repeated issues such as lateness, missed callbacks, or billing confusion.
Monthly checklist
- Compare your total reviews, average rating, and response rate to the previous month.
- Identify top praised staff and those who receive frequent complaints.
- Decide on one small operational improvement based on review themes.
Quarterly checklist
- Review and refresh your SMS and email templates.
- Adjust routing rules if your team structure has changed.
- Revisit your negative review response policies and train new staff.
- Update your main guide or internal SOPs to reflect what you have learned from customer feedback.
Owner delegation plan
Decide who owns which part of the system.
- The owner sets policy, reviews quarterly patterns, and handles critical escalations.
- A manager or lead handles daily and weekly tasks and coordinates with the team.
- Automation handles sending requests, routing replies, and drafting basic responses.
Learn more
These checklists keep the system healthy. To understand the core concepts behind automated reputation management, including sentiment analysis and routing logic, return to the main guide.
Read the full guide to automated reputation management