The Property Management Upsell Bot targets investment property buyers and offers them property management services. When a contact is tagged as an investor, GHL automatically sends a PM upsell SMS offering to connect them with the property management team.
Closebot handles all replies as a PM Upsell Responder. If the client is interested, Closebot confirms the handoff and tags them for the PM team. If not, Closebot responds warmly and leaves the door open for the future.
What's Included
Pre-built GHL Snapshot with PM upsell workflow and automated tagging
Closebot AI bot configured as a PM Upsell Responder
Automated tagging for investor identification and PM handoff tracking
PM team notification when a client opts in
Conversation summaries saved as contact notes
What You'll Get
GHL Snapshot
How It Works
The workflow is activated when the tag investor is added to a contact. GHL then sends the PM upsell SMS automatically.
1
Investor Tagged
The investor tag is added to a contact who has purchased an investment property.
2
PM Upsell Sent
GHL sends an SMS offering property management services for their investment.
3
Client Replies
Closebot takes over the conversation as the PM Upsell Responder.
4
Outcome Routing
If interested, the contact is tagged pm-handoff and the PM team is notified. If not, Closebot responds warmly and leaves the offer open.