Provider OS
Lesson 10 / 12
Reviews, Referrals, and Growth
A no-send guide to reviews, referrals, add-ons, inactive customers, follow-up readiness, and connector-gated growth.
Use growth tools as provider-controlled planning and readiness, not automatic customer outreach.
Why this matters
Growth is powerful only when it respects consent, opt-outs, customer ownership, and provider review. Training must not imply automatic campaigns are live.
What this feature is
Growth tools help providers review reputation, referrals, add-ons, and follow-up readiness without implying automatic outreach.
Safe to use now
- Review growth prompts, reviews, referrals, add-on readiness, and connector checklists.
- Keep customer outreach provider-reviewed and no-send unless a future approved workflow exists.
Provider example
A pet care provider sees a referral opportunity, reviews the suggested next step, and does not send email or SMS until an approved send path exists.
What to click next
- Open Reviews for reputation readiness.
- Open Referrals for network growth guidance.
- Open Add-ons or Support if a customer follow-up needs careful review.
What not to do yet
- Do not send email or SMS from training.
- Do not connect outside apps, paste access credentials, set up automations, or call outside tools from training.
- Do not export customer lists for marketing.
Short video
Lesson focus
Workspace cue
Growth readiness without auto-send
Reviews, referrals, add-on opportunities, and connector checklists can guide next steps while real sending and automation remain gated.
Key highlights
- Review and referral prompts should stay provider-reviewed.
- No automatic email or SMS should be implied by this training.
- Connecting outside apps or automation requires approval before any credential, access code, or third-party setup.
Before you start
- Know which customer or job context you are reviewing.
- Respect opt-out and suppression requirements.
- Keep connector credentials out of source files, docs, screenshots, and notes.
Step by step
- Open Reviews or Referrals from Provider OS.
- Read readiness prompts as planning guidance.
- Open Add-ons only to understand opportunity readiness unless a real approved workflow exists.
- Read connector readiness as a checklist, not an activation flow.
- Stop before any email, SMS, export, outside-app connection, credential request, or automation step.
Ready to apply
- You can find reviews and referrals.
- You can explain no-send/provider-review posture.
- You know connector activation is approval-gated.
If you get stuck
- If a growth idea would contact a customer, stop and confirm the approved send path first.
- If a connector asks for credentials, do not proceed from training.
What success looks like
You can plan growth follow-up without creating unsafe automation or customer-contact overclaims.
Quick checklist
- Open Reviews or Referrals.
- Find one readiness prompt.
- Name the approval gate before any send or connector action.
Practice it in the live product
The lesson stays public, but the CTA routes directly into the live HubbCentral surface tied to this workflow.