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INDUSTRY PLAYBOOKS

Collect professional service feedback without exposing clients

Professional services may involve confidential matters that do not belong in a public review. Clients can describe communication and organisation without revealing legal, financial or other private details.

A practical workflow

  1. Choose general prompts

    Ask whether instructions were clear and updates were timely. Avoid requesting case details or account information.

  2. Respect the relationship

    Keep the request optional and independent of advice, billing or ongoing support. Do not imply a review affects future service.

  3. Review the response

    Public replies should avoid confirming confidential work. Move specific questions to an appropriate private support channel.

Avoid this mistake

Do not add outcomes, case facts or sensitive documents to a Riya prompt.

What to check

Review every included detail for necessity, accuracy and confidentiality.

Adapt the process to the service

The right invitation depends on the interaction, the customer’s circumstances and the information involved. Use the dedicated industry page for relevant touchpoints, then test the actual customer journey. Keep the business identity accurate and the request optional. A sample review is an illustration of wording, not a testimonial or evidence that the same result happens for every customer.