Real Estate · Sales

Post-Closing Client Check-in

Check in with buyers/sellers after closing to catch settling-in issues and set up the next referral/repeat relationship.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Reaches out 2-4 weeks after closing, triggered by the closing-date event in the CRM.
  2. Introduces relevant local service referrals if useful and within the agency's referral network.
  3. Requests a review and introduces the referral program at this positive touchpoint.
  4. Logs the client for the long-term nurture sequence in the CRM.

Data sources

CRM closed transaction record Referral network/review platform

What it targets

  • Closed clients checked in with post-move Target 90%
  • Post-closing review request response rate Target 40%