Request online reviews from clients right after closing

Sends a personalized review request by email and text a few days after closing and tracks who has responded.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"deal marked closed"]:::trig s0["send review request"]:::svc s1["check for response"]:::task s2[("log final response status")]:::store trig --> s0 s0 --> s1 gx{"× did client respond"}:::gate s1 --> gx p00["mark response logged"]:::task gx -->|"responded"| p00 p10["send follow up request"]:::task gx -->|"no response yet"| p10 jn{"○ response recorded"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"review requests sent and tracked"/]:::out pay{{"agent collects more reviews with less chasing"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
Email AutomationMessaging & NotificationsSurvey & FeedbackReal Estate & Property
Connects
GmailTwilioGoogle SheetsHubSpot

The problem it solves

You mean to ask happy clients for a review right after closing, but the moment passes and you forget. Weeks later the request feels stale and most clients never leave one.

Who it fits

Agents and small brokerages that rely on online reviews for new business.

How it works

  1. A deal is marked closed in the tracker.
  2. A few days later the system sends a personalized email and text asking for a review, with a direct link.
  3. Non-responders get one polite follow-up after a week.
  4. Every response is logged so the agent knows who to thank.
What you get

Reviews collected right after closing

You get a personalized review request sent to every client right after closing, with responses tracked automatically for you.

What you get

A steady stream of review requests sent at the right time with response tracking.

What you need

An email account, a texting account, and a spreadsheet for tracking.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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