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It explains preparation for each platform, including setting up a Google My Business listing and generating review links, and retrieving the VouchedFor “Leave review” URL from the client reviews section. It also defines recommended sending practices, and supplies multiple ready-to-edit email drafts for initial review collection and for follow-ups after onboarding and meetings.",{"@graph":69,"@context":116},[70,84,99],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":53,"@type":76,"position":81},"https://docshare.wps.com/document/lifestyle/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/template-2-google-and-vouchedfor-review-request/489056/",{"url":83,"name":65,"@type":85,"author":86,"headline":65,"publisher":89,"fileFormat":92,"inLanguage":63,"description":67,"dateModified":93,"datePublished":93,"encodingFormat":92,"isAccessibleForFree":94,"interactionStatistic":95},"DigitalDocument",{"name":87,"@type":88},"Aria","Person",{"url":74,"name":90,"@type":91},"DocShare","Organization","application/pdf","2026-10-01",true,{"@type":96,"interactionType":97,"userInteractionCount":4},"InteractionCounter",{"@type":98},"ViewAction",{"@type":100,"mainEntity":101},"FAQPage",[102,108,112],{"name":103,"@type":104,"acceptedAnswer":105},"How do you create a Google review link for clients?","Question",{"text":106,"@type":107},"Set up or use your Google My Business listing, then in your Google Business profile choose “Ask for reviews” and copy the offered review link into the email template.","Answer",{"name":109,"@type":104,"acceptedAnswer":110},"Where do you find the VouchedFor review link?",{"text":111,"@type":107},"Open your VouchedFor profile, scroll to the “Client reviews” section, click “Leave review,” then copy the URL into the email template.",{"name":113,"@type":104,"acceptedAnswer":114},"What email sending recommendations does the template provide?",{"text":115,"@type":107},"Edit the templates as needed, but send one email containing two links, use normal channels rather than an online portal, and keep the email wholly about reviews with no extra information.","https://schema.org",{"og:url":83,"og:type":118,"og:title":65,"og:site_name":90,"og:description":67},"article",{"robots":120,"canonical":83},"index,follow",{"doc_id":122,"site_id":62},489056,1790819856,{"code":4,"msg":5,"data":125},{"doc_id":122,"user_id":126,"nickname":87,"user_avatar":127,"doc_module":4,"category_id":52,"category_name":53,"doc_title":65,"doc_description":67,"doc_content":128,"file_id":129,"file_url":130,"file_type":131,"file_size":132,"view_count":4,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":24,"language":133,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":134,"faqs":135,"seo_title":136,"seo_description":67,"update_tm":123,"read_time":39},2336464648322,"https://ap-avatar.wpscdn.com/avatar/2200025388227c56fec?_k=1778556882303663488","TEMPLATE SERIES  \nTemplate \\#2: Google and VouchedFor review request  \nThese templates are designed to help you collect reviews on the two platforms we recommend advisers and planners use, namely Google and VouchedFor.  \nIt deliberately creates a link between a client leaving a review and the positive effect it’ll have on both your team and your business.  \nYou’ll find template emails to be sent in the following circumstances:  \n• An initial review collection project  \n• Topping up reviews if you have already run an initial project  \n• After onboarding a new client/a planning meeting  \nWhen you request reviews remember to insert the relevant links into the email, to make it easy for your clients to leave a review. If you’re not sure how to get these, please email [hi@theyardstickagency.co.uk](hi@theyardstickagency.co.uk)[ ](hi@theyardstickagency.co.uk)[and we](and we)’[ll](ll) explain.  \nBefore using the templates, you’ll need to do some preparation. The steps you need to take are explained below for each of the platforms.  \nYou might also like to read our definitive guide to help financial advisers and planners collect more  online reviews before you start using the templates.  \nGoogle  \nYou’ll need a Google My Business listing to allow clients to leave a review. If you don’t have one visit this link to set it up.  \nIf you already have a listing, or once you have set it up, you’ll need to create a link that your clients can follow to leave the review. To do this:  \n• Log into your Google Business profile, which will look something like the screenshot below  \n• Click “Ask for reviews”  \n• Copy the review link you are offered and paste it into your email.  \nVouchedFor  \nIf you don’t already have a VouchedFor account, you’ll need to sign up by visiting this link. Then to get the VouchedFor review link:  \n• Go to your VouchedFor profile (there’s no need to log into your account)  \n• Scroll down the page until you get to the “Client reviews” section  \n• Click ”Leave review”  \n• Cut and paste the URL in your browser into the email template.  \nEmail templates  \nPlease edit these templates as necessary to suit your business. However, we strongly recommend that you:  \n• Send one email, with two links  \n• Send the email through normal channels, do not send it through your online portal  \n• Make sure the email is wholly, exclusively and only about reviews. Do not include any other information.  \nInstructions/required edits are indicated by \u003C> .  \nEmail template for an initial project – to be used when reviews have not previously been requested  \nSuggested email subject line: We need your help-can you spare 5 minutes?  \n\u003Cinsert salutation>  \nWe’re working hard to improve our marketing, including the number of reviews we have online.  \nReviews are incredibly important to us. They help us attract new clients, and perhaps even more importantly, give the team a huge boost when they see a positive review appear online.  \nSo, we’d like to ask a favour; could you spare 5 minutes to leave us a couple of reviews? The first on VouchedFor, a website similar to Trip Advisor but for financial advisers and planners and the second on Google, which needs no introduction.  \nTo leave a review on VouchedFor, please click here. \u003Cinsert link to VouchedFor profile> To leave a review on Google, please click here. \u003Cinsert link to Google profile>  \nAs we said, it’ll only take you 5 minutes to leave these reviews, but they are incredibly important to us; they showcase the work we do and help us impress new clients. Just as importantly, when a positive review appears online it puts a smile on our team’s face.  \nWe’d like to thank you in advance for your support.  \n\u003Cinsert sign off>  \nEmail template after onboarding a new client or annual review/planning meeting (to be sent by the adviser/planner or a support team-edit the line below the salutation accordingly)  \nSuggested email subject line: We need your help-can you spare 5 minutes?  \n\u003Cinsert salutation>  \nFollow","cbCaitEc6PvvYaQH","https://ap.wps.com/l/cbCaitEc6PvvYaQH","pdf",101843,"English","# Google\n## Setting up and creating a review link\n# VouchedFor\n## Finding the review link\n# Email templates\n## Initial project email template\n## After onboarding or annual review/planning meeting\n## Following onboarding option 1","[{\"question\":\"How do you create a Google review link for clients?\",\"answer\":\"Set up or use your Google My Business listing, then in your Google Business profile choose “Ask for reviews” and copy the offered review link into the email template.\"},{\"question\":\"Where do you find the VouchedFor review link?\",\"answer\":\"Open your VouchedFor profile, scroll to the “Client reviews” section, click “Leave review,” then copy the URL into the email template.\"},{\"question\":\"What email sending recommendations does the template provide?\",\"answer\":\"Edit the templates as needed, but send one email containing two links, use normal channels rather than an online portal, and keep the email wholly about reviews with no extra information.\"}]","Template #2 - Google and VouchedFor review request | PDF"]