Turn Every Deal Into a New Listing. Automate Client Love. Grow On Autopilot.
TABLE OF CONTENTS
- Why This Playbook Matters
- What You'll Learn
- Step 1: Automate Post-Closing Follow-Ups
- Step 2: Generate 5-Star Reviews on Autopilot
- Step 3: Build a Real Estate Referral Engine
- Step 4: Offer Property Watch & Seller Re-Engagement Campaigns
- Step 5: Use AI & Smart Lists to Keep Your Database Working
Why This Playbook Matters
Winning a new real estate client is 5X more expensive than keeping one you already served.
Yet most consultants chase cold leads, ignoring the repeat clients and referrals that could make their pipeline flow automatically.
Consider These Stats:
✅ 82% of sellers say they’d work with their agent again—yet only 23% actually do (NAR)
✅ Referral-based clients are 4X more likely to close
✅ Consultants who stay in touch post-closing generate 37% more listings per year
The problem?
Most consultants don’t have a system to stay in touch.
This playbook helps you turn:
✅ Every buyer into a future seller
✅ Every seller into a brand advocate
✅ Every closing into 2–3 new leads
All without lifting a finger — thanks to HighLevel automation.
What You'll Learn
✅ How to follow up post-closing (without sounding salesy)
✅ How to automate 5-star reviews that boost your search rankings
✅ How to turn happy clients into a referral machine
✅ How to stay top-of-mind for years with zero effort
✅ How HighLevel helps automate it all
You Need to have HighLevel Account before we Get Started - Sign Up Now with Us
Step 1: Automate Post-Closing Follow-Ups
Why It Matters
Most consultants close the deal — and then go silent. But follow-up = future business.
Real Use Case:
A Miami consultant set up a “1-year home anniversary” drip in HighLevel. One email led to a referral that landed her next $950K listing.
1.1 Send a Post-Sale Thank You
✅ Send a warm, personalized message 24–48 hours after closing
✅ Include: congrats, reminders about the area, and invite to stay in touch
✅ Use a HighLevel email template and SMS sequence
Example Message:
“Congrats again on your new home, Sarah! It was a pleasure helping you and your family. I’m just a text away if you ever need a contractor, handyman—or decide to upgrade!”
How to Automate Customer Follow-Ups
1.2 Trigger Anniversary Check-Ins
✅ Set up 6-month and 12-month automations
✅ Include gift ideas, reminders, or even property valuation check-ins
Example Message:
“Hi Sarah, can you believe it’s been a year since you moved into [Address]? If you’re curious what your home’s worth now, I’d be happy to run a quick analysis!”
How to Set Up Maintenance Reminders
Step 2: Generate 5-Star Reviews on Autopilot
Why It Matters
More reviews = higher trust = more listings.
90% of sellers check Google and Zillow before booking a consult.
2.1 Automate Review Requests
✅ Trigger SMS and email requests as soon as a deal closes
✅ Personalize by name, address, or experience
✅ Link to Google, Zillow, and Facebook
Example Message:
“Sarah, working with you was a dream! If you had a great experience, would you mind leaving a quick review? It helps other homeowners find me. Here’s the link: [Google Review Link]”
How to Send Automated Review Requests
2.2 Handle Negative Feedback Proactively
✅ Set up AI to flag negative sentiments before they go public
✅ Auto-respond and prompt a personal call
✅ Convert unhappy clients into loyal ones with quick fixes
Step 3: Build a Real Estate Referral Engine
Why It Matters
Referrals are the highest-quality, lowest-cost leads.
✅ They close 4X faster
✅ Spend less time deciding
✅ Already trust you
3.1 Create a Referral Rewards Program
✅ Offer: $250 closing credit, a restaurant gift card, or a donation to charity
✅ Mention it during your last few client touchpoints
✅ Automate enrollment via post-closing email
Example Message:
“Know someone buying or selling? Send them my way & I’ll thank you with a $250 closing credit or a gift card of your choice!”
How to Set Up an Automated Referral Program
3.2 Automate Referral Follow-Ups
✅ Auto-email 30 days after closing
✅ Include the referral link or easy reply CTA
✅ Track all referrals and apply rewards in HighLevel
Step 4: Offer Property Watch & Seller Re-Engagement Campaigns
Why It Matters
Sellers take 3–12 months to decide. Staying top-of-mind builds pipeline.
4.1 Lock in Future Listings with Smart Follow-Ups
✅ Add every past client to a “Home Value Watchlist”
✅ Send quarterly valuation updates via email or SMS
✅ Include neighborhood trends, market shifts, etc.
Example Message:
“Your neighbor’s home just sold for $912K — up 8% from last year. Want to know what yours is worth today?”
How to Set Up Subscription-Based Services
Step 5: Use AI & Smart Lists to Keep Your Database Working
Why It Matters
Your past clients are your secret weapon. But most consultants ignore their own goldmine.
5.1 Smart Segments for Re-Engagement
✅ Build lists based on:
Property type sold
Price bracket
Time since close
Location
✅ Send seasonal messages, new listings, or “client-only” promos
5.2 AI-Powered Check-Ins & Satisfaction Surveys
✅ Use AI to message clients after major life events or based on time triggers
✅ Ask how their home is working out, and if they need anything
Example Message:
“Hi Sarah! Still loving your place? I’d love to check in, and if you’re ever ready for an upgrade, I’ve got off-market gems I’d be happy to show you.”
How to Sell & Automate Maintenance Plans
How to Use Smart Lists for Customer Retention
Final Thoughts: Long-Term Clients = Long-Term Profits
By automating follow-ups, generating reviews, creating referral flows, and re-engaging past clients, you’ll:
✅ Get more seller appointments
✅ Build stronger online reputation
✅ Receive consistent referrals
✅ Keep deals flowing—even in down markets
HighLevel does all of this for you—while you focus on what matters: helping people move forward.
Ready to Build a Business That Grows with Every Closing?
✅ Set up automations
✅ Launch referral campaigns
✅ Trigger follow-ups
✅ Never lose a lead again
Grow your business now - Sign Up Now with HighLevel
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