The Anniversary Check-In Bot fires automatically every year on each past client's settlement anniversary. GoHighLevel sends a check-in SMS prompting a rate review and asking if they know anyone looking. Closebot handles every reply to capture circumstance changes, rate review interest, and any referral leads they have in mind, then books rate review consultations with a licensed broker.
What's Included
Pre-built GHL Snapshot with annual Customer Date trigger workflow
Closebot AI bot configured as Anniversary Responder
Rate review and referral capture in single conversation
Automated tagging for booking, referral capture, and escalation outcomes
The workflow activates annually on the contact's Settlement Date anniversary using GHL's Customer Date trigger. Tag settlement_anniversary_due applied automatically.
1
Anniversary Triggered
Contact tagged settlement_anniversary_due on annual anniversary.
2
Check-In SMS Sent
GHL sends anniversary check-in SMS with rate review and referral mention.
3
Follow-Up Sent
GHL sends follow-up SMS at day 7 if no reply.
4
Client Replies
Closebot takes over the conversation as the Anniversary Responder.
5
Rate Review & Referral Qualification
Closebot captures circumstance changes, rate review interest, and referral details.
6
Booking
Closebot books a rate review consultation via GHL calendar.
7
Lapsed Tagging
Tag no_reply_sms_anniversary applied if no reply through full sequence.