Post-Closing Review Request System
A done-for-you real estate automation built for the Client Success Manager, connecting Twilio so the work below happens on its own.
What this automation does, step by step
Three days after a transaction records, once the excitement of moving has settled but the experience is still fresh, the client receives a personalized text with a direct link to leave a Google or Zillow review, timed to a window when satisfaction and response rates both peak.
Clients who click through but don't complete a review within 48 hours get one friendly reminder, and any client who responds to the initial check-in with a complaint instead of praise is automatically routed to the broker for a private resolution call instead of a public review.
The result is a steady stream of five-star reviews collected at the moment clients are happiest, instead of the handful of reviews agents used to get only when they remembered to ask.
- Zapier or Make.com
- Twilio (SMS)
- CRM (e.g., LionDesk)
- Google Business Profile and Zillow Agent Profile (review links)
- NiceJob (review routing)
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 a system in place, a client success manager has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Review requests timed to the moment the job is done
- Instant manager alerts when a customer reports a problem
- Alerts when a new review needs a response
- Survey and NPS results that reach the people who can act
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