The Investment Loan Upsell Bot turns owner-occupier clients into investment property buyers by reaching out at the right moment — when they have built enough equity to act. GoHighLevel sends an investment opportunity SMS to eligible past clients, and Closebot handles every reply to capture investment interest, location preference, budget, and timeline, then books an investment loan consultation with a licensed broker.
What's Included
Pre-built GHL Snapshot with investment upsell workflow
Eligibility filter workflow for auto-tagging eligible contacts (Customer Date trigger 2 years post-settlement)
Closebot AI bot configured as Investment Upsell Responder
Pre-call brief generation for broker on booking
Automated tagging for booking, decline, and escalation outcomes
The workflow activates when a contact has the investment_upsell_eligible tag applied. A separate eligibility filter workflow auto-applies this tag to owner-occupier clients with 2+ years since settlement and no existing investment loan.
1
Eligibility Triggered
Contact tagged investment_upsell_eligible by eligibility filter workflow.
2
Opening SMS Sent
GHL sends opening SMS introducing the equity and investment opportunity.
3
Follow-Up Sent
GHL sends follow-up SMS at day 5 if no reply.
4
Client Replies
Closebot takes over the conversation as the Investment Upsell Responder.
5
Investment Qualification
Closebot captures investment interest, experience, target location, budget, and timeline.
6
Booking
Closebot books an investment loan consultation via GHL calendar.
7
Outcome Routing
Booked, declined, or escalated based on conversation outcome.
A$400 one-time
Investment Loan Upsell Campaign — AI Agency Institute