Post-Closing Review Request Automation

What this automation does, step by step

1. The moment a deal's status changes to Closed in the CRM, a short countdown begins, and a few days later the client automatically receives a warm text and email asking for a quick Google or Zillow review, with a direct one-click link that skips straight to the review form.

2. Clients who don't respond within a week get a single friendly reminder, and anyone who indicates a concern instead of praise is automatically routed to the reputation manager for a private call rather than a public post.

3. The timing is tuned to land after the stress of moving has settled but while the experience is still top of mind, turning what used to be a handful of reviews an agent remembered to ask for into a steady, predictable stream.