Onboard with Carissa Ortiz
Customer Success Manager
Welcome to Review Engine Onboarding
Secure Your Setup” → “Activate My Account” / “Start My Reviews.
Trusted by 100+ SMBs nationwide
Welcome to Review Engine Onboarding
A simple 3-step process to get your account activated and your reviews flowing.
Pay setup • Complete kickoff • Book call
Step 1
Secure Your Setup
Start your Review Engine journey with a one-time Starter Fee of $750.
This covers your guided onboarding, account configuration, and campaign setup so you can begin generating reviews quickly.
What’s included:
✅ Guided onboarding session with our client success team
✅ Dashboard configuration & brand setup
✅ Connection of your Google Business Profile & Facebook
✅ Upload of your first customer list (CSV)
✅ Activation of automated review campaigns
Step 1
Secure Your Setup
Start your Review Engine journey with a one-time Starter Fee of $750.
This covers your guided onboarding, account configuration, and campaign setup so you can begin generating reviews quickly.
What’s included:
✅ Guided onboarding session with our client success team
✅ Dashboard configuration & brand setup
✅ Connection of your Google Business Profile & Facebook
✅ Upload of your first customer list (CSV)
✅ Activation of automated review campaigns
Step 2
Kickoff Form
Kickoff Form (less than 10 minutes)
Tell us about your locations, review sites, and brand details so we can tailor your setup.
Checklist to have handy:
Google Business Profile login (or manager email)
Logo + brand colors
Staff emails for alerts
First CSV of recent customers (if available)
Step 2
Kickoff Form
Kickoff Form (less than 10 minutes)
Tell us about your locations, review sites, and brand details so we can tailor your setup.
Checklist to have handy:
Access to Google Business Profile
Logo + brand colors
Staff emails for alerts
First CSV of past customers
Step 3
Agreement
Before we activate your Review Engine account, please review and accept our Service Agreement. This ensures clear expectations around SMS compliance, deliverables, and billing.
What you’re agreeing to:
Use of Review Engine in compliance with SMS/A2P regulations (Twilio, TextGrid, etc.)
One-time $750 Starter Fee covers onboarding & setup only
Ongoing subscription fees billed monthly/annually (based on your plan)
This ensures we protect your account and deliver results smoothly.
Review Engine provides best-effort support and deliverables as outlined in the onboarding process
Step 3
Agreement
Before we activate your Review Engine account, please review and accept our Service Agreement. This ensures clear expectations around SMS compliance, deliverables, and billing.
What you’re agreeing to:
Use of Review Engine in compliance with SMS/A2P regulations (Twilio, TextGrid, etc.)
One-time $750 Starter Fee covers onboarding & setup only
Ongoing subscription fees billed monthly/annually (based on your plan)
Client is responsible for providing accurate business data (CSV, GBP access, etc.)
Review Engine provides best-effort support and deliverables as outlined in the onboarding process
Step 4
Schedule Your
Onboarding Call
Book Your 30-Minute Launch Call
We’ll connect your profiles, upload your first CSV, and switch on automated requests.
Expect your first new reviews in 7–14 days.
Expect on the call:
Connect GBP/Facebook
Import CSV + set cadence
Review alerts + templates
Success metrics dashboard tour
Step 4
Schedule Your
Onboarding Call
Book Your 30-Minute Launch Call
We’ll connect your profiles, upload your first CSV, and switch on automated requests.
Expect your first new reviews in 7–14 days.
Expect on the call:
Connect GBP/Facebook
Import CSV + set cadence
Review alerts + templates
Success metrics dashboard tour
What Happens Next
After the Call
You’ll have a fully configured system generating reviews on autopilot