The Market Update & Rate Alert Drip keeps your entire database engaged with weekly rate commentary and market insights, so when rates move you stay top of mind. GoHighLevel sends a weekly SMS with the broker's current market take, driven by a single Custom Value the broker updates each Monday. Closebot handles any replies to gauge rate review interest and book consultations with anyone curious about their own rate position.
What's Included
Pre-built GHL Snapshot with weekly recurring drip workflow
Closebot AI bot configured as Market Update Responder
Custom Value setup for weekly market blurb (broker updates once per week)
Opt-out workflow for unsubscribe handling
Automated tagging for booking, decline, and escalation outcomes
The workflow activates when a contact has the market_update_eligible tag applied. Weekly SMS sends use the Weekly Market Blurb Custom Value the broker updates each Monday so all subscribers receive the current market take.
1
Subscriber Enrolled
Contact tagged market_update_eligible.
2
Weekly Update Sent
GHL sends weekly SMS with current market blurb.
3
Client Replies
Closebot takes over the conversation as the Market Update Responder.
4
Rate Review Qualification
Closebot captures rate review openness, current rate type, and timeline.
5
Booking
Closebot books a rate review consultation via GHL calendar.
6
Outcome Routing
Booked, declined, or escalated based on conversation outcome.
A$300 one-time
Market Update & Rate Alert Drip — AI Agency Institute