Closing Gift & Milestone Delivery Automation
A done-for-you real estate automation built for the Client Experience Manager, connecting Outlook so the work below happens on its own.
What this automation does, step by step
The moment a transaction's status changes to closed, the automation automatically triggers an order for a client closing gift through the brokerage's preferred vendor, timed and shipped to arrive right around the actual closing date instead of showing up randomly a few weeks later.
The client experience manager sets the gift tier and personalization once per client type: first-time buyer, repeat client, referral source, and the system handles selecting the right gift, adding a personalized card, and confirming delivery automatically from there.
A confirmation email lets the agent know exactly when the gift will arrive so they can follow up personally around the same time.
What used to be a manual task an agent handled between showings, sometimes forgotten entirely during a busy month, now happens for every closing without anyone having to remember.
- Zapier or Make.com
- Transaction management software (e.g., Dotloop or SkySlope)
- Gift vendor platform (e.g., Loop & Tie or SendOutCards)
- CRM (e.g., LionDesk)
- Gmail or Outlook (delivery confirmation)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a client experience manager manually pieces together information from different places, then has to relay it to everyone who needs it. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
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