Reputation Studio - Winnerr CRM

Reputation Studio is Winnerr’s post-transaction reputation and referral engine. It captures client reviews from real closings, governs them through an approval lifecycle, publishes them to a premium public agent profile and an embeddable widget, and harvests the referral that re-enters the pipeline as a new lead. It sits alongside Marketing as a sibling growth surface: where Marketing is the outbound workspace, Reputation Studio is the post-transaction trust workspace. Both reuse the same Brand Kit, so an agent’s headshot, colors, disclaimers, and approved testimonials are authored once and consumed everywhere.

The flywheel

Close (Deal won)
  ↓
Post-transaction survey (auto-launched on DEAL_WON)
  ↓
Client review + rating (agent approves before anything is public)
  ↓
Public reputation profile + embeddable widget + syndication
  ↓
Referral CTA → new Person (lead source: REFERRAL)
  ↓
New lead re-enters the pipeline at the top

Every closing produces a review, every review produces social proof and syndication, and every piece of social proof produces a referral that becomes the next lead.

What’s in Reputation Studio

Surveys

Post-transaction NPS, CSAT, and star surveys auto-launched on DEAL_WON, with branded email and a 3-day / 7-day reminder ladder.

Testimonials

Pending → Approved → Published lifecycle with explicit consent and visibility controls.

Public profile

A draft/published reputation page fed by approved testimonials and a live aggregate.

Reviews widget

Embed your published reviews on your own website with a one-line snippet. Configure layout, colors, and an origin allowlist.

Referrals

Per-referral ledger captured from the public profile CTA and tied back to the resulting deal.

Referral rewards

Mark a reward sent when a referral converts and Winnerr auto-thanks the referrer by email or SMS.

Review syndication

Generate compliant review-request links for Google and Facebook, and import your existing Google reviews.

Core principles

Transaction-triggered. A survey is never a manual blast — it is scheduled from a real Deal reaching the won stage.
Agent-governed. Nothing becomes public on its own. Every public action passes through an explicit approve and publish step.
CRM-closed-loop. Referrals captured on the public profile create a Person with lead source REFERRAL and re-enter the same pipeline.
Consent-first. The client’s permission to use their name, photo, and quote publicly is captured as part of the survey and stored alongside the testimonial.

Lifecycle at a glance

Stage	Object	Status path
Survey scheduled	`Survey`	`SCHEDULED` → `SENT` → `OPENED` → `COMPLETED`
Response captured	`SurveyResponse`	Submitted via the public tokenized page
Testimonial drafted	`Testimonial`	`PENDING` (private)
Agent approves	`Testimonial`	`APPROVED` (still private)
Agent publishes	`Testimonial`	`PUBLISHED` + visibility `PUBLIC`
Aggregate recomputed	`ReputationAggregate`	Rating, NPS, response rate, velocity refreshed
Referral captured	`Referral`	`RECEIVED` → linked to resulting `Deal`
Deal closes from referral	`Referral`	Agent notified; reward marked `PENDING`
Agent marks reward sent	`Referral`	`rewardStatus: SENT` → referrer auto-thanked

Surveys — templates, triggers, and the public response page.
Testimonials — approval inbox, consent, and visibility.
Public profile — slug, custom domain, draft/published.
Reviews widget — one-line embed for your own website.
Referrals — capture and pipeline re-entry.
Referral rewards — reward queue and auto-thank policy.
Review syndication — outbound links and Google Business import.
Reputation API — authenticated and public endpoints.
Marketing — sibling Growth Studio surface that shares the same Brand Kit.

Scripts Post-transaction surveys

⌘I

​The flywheel

​What’s in Reputation Studio