Well PlatformOwner deskFinwellJuniper Ledger Co.

Reviews

Who has been asked, who is held back, and where an ask would point. A lead appears here once it reaches Handed off. Finwell's part is over at the handoff, which is what makes it the moment worth asking about.

No destination is recordedFinwell keeps no score and no review text, so there is no rating to show. Recording where reviews should land is what gives an ask somewhere to send a client.Back to the demo workspace
Review destinationNot recorded

Nothing is recorded, so an ask has nowhere to point. Finwell has no credential route to record one from yet.

Waiting to be asked

Nothing is waiting to be asked. A lead appears here once it reaches Handed off.

Asks on record

No ask has been recorded against a handed-off lead.

Held back

Nothing is being held back.

Recorded, not sent
  • One ask and one reminder, never a third, because the record cannot hold one
  • A held lead is listed as held, and is never counted as waiting
  • A lead with no address on file is held as unreachable rather than asked
  • No message leaves Finwell from this screen: there is no delivery route to leave by
  • No rating and no review text is stored, so none is shown
What Finwell cannot show
Rating
Not stored
Review text
Not stored
Opens and clicks
Not observed

Each of the three needs a Google Business Profile connection, which this firm has not made. They are left off this screen rather than shown as a zero you might mistake for a real one.

Every figure above is the length of one of the lists on this page, over this firm's own records. Nothing on this screen sends a message, and nothing on it writes: recording an ask arrives with the command that writes one.

How a review ask is recorded

  1. After handed off

    The first ask

    Recorded when the firm asks its client. Finwell sends nothing. The record is written after the fact, and a row here is not an instruction to send one.

  2. At most once

    One reminder

    The only nudge. The record refuses a third: a request carries the first stamp or both, and there is no state after the reminder.

  3. A hold ends both

    A flagged handoff, a client who asked not to be contacted, a lead the firm skipped, or a lead with no address: any of the four moves the record out of the queue rather than leaving it there as a standing todo.