The Post-Close Review & Referral Bot captures reviews and referrals at the single highest-satisfaction moment in the client relationship — right after settlement. GoHighLevel sends the review request automatically. Closebot handles every reply, gauging satisfaction, capturing review willingness, and asking if they have anyone in mind to refer. When a referral is given, Closebot collects the name and phone, then alerts the broker.
What's Included
Pre-built GHL Snapshot with post-settlement review request workflow
Closebot AI bot configured as Post-Close Review Responder
Captured Referral handler workflow that creates new referred contact in GHL on capture
Broker notification on captured referral
Automated tagging for review, referral, and decline outcomes
The workflow activates when a contact has the post_close_review_re_sent tag applied (typically fired 5 days after settlement). GHL sends a post-settlement review request SMS.
1
Review Request Triggered
Contact tagged post_close_review_re_sent after settlement.
2
Review SMS Sent
GHL sends review and referral request SMS.
3
Client Replies
Closebot takes over the conversation as the Post-Close Review Responder.
4
Satisfaction Captured
Closebot captures settlement satisfaction and review willingness.
5
Referral Capture
If contact has someone in mind, Closebot captures referral name and phone.
6
Booking
If referral conversation requires further chat, Closebot books via GHL calendar.
7
Outcome Routing
Tag review_requested or referral_submitted applied based on outcome.
A$300 one-time
Post-Close Review & Referral Bot — AI Agency Institute