Post-Closing Move-In Service Referral System
A done-for-you real estate automation built for the Move Concierge, connecting Airtable and Mailchimp so the work below happens on its own.
What this automation does, step by step
The moment a transaction closes, the buyer automatically receives a welcome email curated by the move concierge automation, listing recommended movers, cleaning services, and utility set-up providers for their specific new area, along with any partner discount codes the brokerage has arranged.
The email arrives within a day of closing, right when the buyer is actively searching for exactly these services, instead of a generic postcard weeks later that misses the window entirely.
Buyers who click through to a partner link are logged in the CRM, letting the brokerage track which service referrals actually get used and strengthening those partnerships over time.
What used to be a nice-to-have an agent occasionally remembered to send now reaches every closed buyer automatically, adding real value at the exact moment it matters most.
- CRM (e.g., LionDesk)
- Zapier or Make.com
- Mailchimp (welcome email)
- Transaction management software (e.g., Dotloop)
- Airtable (partner referral tracking)
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
Left to a person, this means a move concierge re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. 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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