What you'll need

• Placements with an End Date set in Bullhorn, filtered to a status that confirms the placement has concluded (for example, Completed or Ended)
• A Sales Contact assigned to each placement record — this is who receives the survey
• A client-facing survey using a Rating or NPS Net Promoter Score. A metric used to measure customer satisfaction, loyalty, and enthusiasm. question type so the response can drive a branch
• Your agency's Google Business Profile review link for the high-score follow-up email
• A Placement Owner assigned to each placement record so the low-score notification reaches the right recruiter

Build it

1. 1

   Create a Sales Contact-based placement date automation

   In the Automations tab, click + Add Automation and select Blank Automation. Choose Placement as the entity type and select Date-Based. When prompted for the contact type, choose Sales Contacts. Give the automation a name and save.

2. 2

   Set the anchor date and trigger timing

   Set the anchor date to End Date and configure the trigger to fire three to five days after the end date. This gives the client time to reflect on the completed engagement before the survey arrives.

3. 3

   Build an Always Updated list

   Set the list to Always Updated. Add condition: Placement Status equals your completed or ended status value. Add a second condition: End Date is after the date you plan to activate this automation.

4. 4

   Add a Send Survey step

   Select your client-facing satisfaction survey. The survey step sends the link immediately; the automation continues and the branch below handles routing based on the response whenever the client submits it.

5. 5

   Add a Branch step based on rating

   After the survey step, add a Branch. Configure two paths: one for clients who give a rating of 4 or 5, and one for clients who give a rating of 1, 2, or 3. Clients who do not respond do not trigger either branch. To follow up with non-respondents separately, build a second list using Has Not Taken Engagement criteria referencing this survey.

6. 6

   Configure the high-score branch

   For clients who rate their experience 4 or 5, add a Send Email step with a thank-you message and a direct link to leave a Google review. Keep it brief: acknowledge their positive feedback and make the review link easy to find. See the sample email below for a starting point.

7. 7

   Configure the low-score branch

   For clients who rate their experience 1, 2, or 3, add a Send Notification step directed to the Placement Owner. Include the client's name, the rating, and the placement details so the recruiter has full context for the follow-up call. Handling lower scores internally gives your team the chance to address concerns and protect the client relationship.

8. 8

   Save and activate

   Test with a recently ended placement before activating at scale. Confirm the survey sends at the right time, the branch routes correctly based on a test response, and the recruiter receives the notification on the low-score path.

Sample review request email

Use this for the high-score branch. Adjust tone to match your agency's voice.

How to measure it

• Survey response rate: the percentage of client contacts who complete the satisfaction survey. A low response rate may indicate the survey is too long, the timing is off, or the relationship with the client contact needs attention.
• High-score rate: the percentage of respondents rating the experience 4 or 5. Track this over time and segment by recruiter, industry, or placement type to identify patterns in service quality.
• Review click rate: the percentage of high-scoring clients who click the Google review link. This tells you whether the follow-up email is compelling enough to convert a positive survey into a public review.
• Low-score follow-up rate: how often recruiters contact the client after receiving a low-score notification. Closing the loop on negative feedback is as important as generating positive reviews — and is often what saves the client relationship.