The appropriate occasion to engage a customer for feedback is on conclusion of a contract i.e. when payment is received. Prior to receiving payment for work/goods the contract is unfinished and so is better to postpone an invitation for feedback until receipt of payment.
I suggest that the best “tricky” place to send an invitation for feedback is within “routine emails - new payment received”.
Very occasionally customers want the impossible meaning they are never satisfied!
By including a “review invitation” within confirmation of payment from a customer then they have already verified their agreement and inviting them to make comment on the service/goods provided should be a simple process.
How to deal with the “impossible”?
Although the routine email “new payment received” is available within “BANKING” when tagging a payment this option is retrospectively unavailable via a Client’s Dashboard.
If there was a way to send a customer receipt of payment outside of “BANKING” tagging with the options to choose the recipients rather than only the “Primary contact” this would be good opportunity to collect reviews.
Howabout having an additional “tab” within the “credit control” system?
Routine email “Invitation for feedback” - this could be triggered after payment is received. I understand that the credit control system is for collection of payment but there should be a way to also include this after step.
When I wrote my review on QuikFile I also looked at the others listed on Trustpilot;
How to get QF nearer the top of the list? The Trustpilot list seems to biased and based only on the star rating but without taking in to consideration the number of reviews. When you have received 4.7/5.0 from 1471 reviews how is that a real comparison as the top of the list only had 622 reviews.