1. Trigger on milestones, not transactions. The right moment to ask for a B2B review is when the customer is feeling the value, not when they signed the contract. Examples: completed first 5 workflows, hit MAU/seat threshold, renewed for a second year, achieved a documented win the customer celebrated. Trigger these from your product analytics or CRM.
2. Channel: email first, LinkedIn second. SMS is rarely appropriate for B2B reviews — buyer personas don't expect work software to text them. Email from a named CSM or AE works well. For high-value champions, a LinkedIn DM after a successful QBR is the highest-conversion channel of all.
3. Cadence: monthly batches. Don't ask the same customer for a review more than once or twice per year. Run monthly campaigns to the segment that hit a milestone that month.
4. Incentives: very careful. G2 and Capterra accept gift-card incentives if disclosed and offered uniformly, but their algorithms downweight incentivized reviews vs. organic ones. The cleanest path: no incentives, strong asks, good timing.