The Post-Close Satisfaction & Referral Caller is an outbound voice automation built on Retell AI, n8n, and GoHighLevel. It calls clients 7 to 14 days after settlement to check in on the experience as Alex, references the recent settlement, and asks how it went. If satisfaction is high, the bot asks for a public review and triggers an SMS with the REVIEW_LINK pre-populated. If satisfaction is low or the client raises concerns, the bot captures the issue, applies has_negative_feedback, and fires a broker SMS alert. The review request never fires in that case. The bot also asks naturally about friends or family who might need finance help and logs any referrals as both a Note and a real-time broker SMS. A structured Call Summary is saved as a Note on the contact record after every call. Designed to convert post-close goodwill into reviews and referrals at scale.
What's Included
Pre-built Retell outbound voice agent using the Alex Australian-male persona
n8n workflow for post-close call triggering, review SMS routing, broker callback alerts, and referral logging
GoHighLevel setup requirements for tags, custom fields, and the REVIEW_LINK custom value
GHL Review SMS workflow that fires the review request after the call when satisfaction is high
Outcome routing for review requested, referral captured, negative feedback, voicemail, and escalated calls
Internal alert workflow support for negative feedback and referrals
Call Summary and live referral context logged as Notes on each contact record
Triggered when the broker manually applies the post_close_call_alert tag to a settled client (typically 7 to 14 days after settlement). The tag fires the GHL workflow that sends the client into n8n, which triggers the Retell outbound call with settlement date and property type as context.
1
Client Reaches Post-Close Window
The broker manually applies the post_close_call_alert tag to queue the settled client for a satisfaction call.
2
Outbound Call Triggered
GoHighLevel sends the contact details, settlement date, and property type into n8n. n8n triggers the Retell outbound call.
3
Warm Check-In Begins
Retell calls the client as Alex, references the recent settlement, and asks how it went.
4
Satisfaction Assessment
The bot listens for satisfaction. High satisfaction goes to the review path, low or mixed goes to the negative feedback path.
5
Review Request Path
If satisfaction is high and the client agrees, n8n fires the Review SMS workflow with REVIEW_LINK pre-populated.
6
Referral Capture
The bot asks about friends or family who might need finance, captures details, logs a Note, and fires a broker SMS alert.
7
Negative Feedback Path
If a complaint is raised, has_negative_feedback is applied, the broker SMS alert fires, and the review request is skipped.
8
Outcome Synced to GHL
n8n receives the call_analyzed webhook, applies tags, updates custom fields, saves the Call Summary as a Note, and fires the Review SMS if applicable.
A$400 one-time
Post-Close Satisfaction & Referral Caller — AI Agency Institute