Requesting reviews and referrals from closed clients is critical for buyer agencies, but manually composing personalized emails, sending follow-ups, and logging responses consumes significant agent time each month.
Automation generates personalized review requests immediately after deal close, monitors for client responses, and logs them directly into the CRM. Agents spend their time on client relationships instead of administrative tasks.
The full workflow, from trigger to completion.
A closed transaction is detected in the CRM. The automation retrieves client contact details and transaction metadata.
The automation composes a personalized review request email using the client name, property address, and transaction details from the CRM.
The personalized email is sent to the client automatically.
The review request is logged with a timestamp and scheduled follow-up date.
A follow-up reminder is automatically scheduled to send 5 days later if no response is received.
Incoming client responses are monitored and extracted. Positive responses trigger the next step.
The review response is automatically logged and tagged as received. Referral leads are flagged for follow-up.
A notification alerts the automation that a review or referral response has been received and is ready for action.
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