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      Implementing betterbunch: How to send feedback invitations regularly

      In this article, you'll learn different ways to integrate betterbunch into your office so that feedback invitations are sent regularly.

      Maximising your betterbunch results is easy: send as many feedback invites as you can, to the right people, at the right time—and keep it consistent!

      This is what the winners are doing.

      To get the most from your subscription, it’s crucial to put one of the success strategies below into action as soon as you’re up and running. Review the options, pick the one that fits your systems best, and get started.


      Sending invitations to new customers weekly  

      Sending weekly invitations is simple—it just takes 15 minutes each week to invite every customer you’ve serviced in the past 7 days. The trickiest part? Building the habit and sticking with it!

      Here’s what we recommend:

      1. Decide who in the office will be responsible for sending feedback invitations. Centralising this task with your admin team usually works best.
      2. Your appointed champion should schedule a recurring 15-minute calendar slot—say, Wednesdays at 10 am—to send invitations.
      3. Compile a list of all customers you have serviced in the past 7 days. 
      4. Choose your sending method, and create your invitations.

        1. Single Invite: Best if you only have a few customers to send invites to one by one.

        2. Bulk Send (.csv): Ideal for larger volumes. Export your customer list from your job management or invoicing platform, and upload it using the .csv method.

      5. Finish your session by reviewing the weekly review checklist here, which includes celebrating review wins with the team and responding to new feedback. 

      Automatically send invitations by connecting your job management or invoicing platform

      betterbunch can integrate with a number of leading Job Management and Invoicing platforms.

      Once connected, betterbunch will detect when your service or job is complete and automatically send a feedback invitation to your customer on your behalf.