The Past Client Referral Bot reaches out to settled clients 6 months after settlement to ask for referrals. This is when clients are happily settled into their new home and most likely to recommend your services to friends and family. GoHighLevel sends a single referral ask SMS automatically. If the client replies with a name, Closebot captures it, thanks them, and notifies the agent. If they reply with anything else, Closebot responds warmly and closes the conversation.
What's Included
Pre-built GHL Snapshot with referral ask workflow and automated tagging
Closebot AI bot configured as a Referral Responder
Automated tagging for referral tracking
Agent notification when a referral name is received
Conversation summaries saved as contact notes
Conversation Summary: Automatically saved as a contact note after each conversation.
Agent Notification: The agent is notified immediately when a referral name is received so they can follow up.
What You'll Get
GHL Snapshot
How It Works
The workflow is triggered when the contact's settlement_date is 6 or more months ago. GHL then sends the referral ask SMS automatically.
settlement_date field must be manually updated.
1
6 Months Post-Settlement
GHL detects that the contact's settlement date was 6+ months ago.
2
Referral Ask Sent
GHL sends a friendly SMS asking if they know anyone thinking about buying or selling.
3
Client Replies
Closebot takes over the conversation as the Referral Responder.
4
Referral Captured
If a name is given, Closebot captures it, thanks the client, and notifies the agent immediately.