Your Post-Close Follow-Up Agent Asks for Reviews While You Sell
What it takes off your plate
The AgentWorks Post-Close Follow-Up Agent takes the work after the closing table off your agents. It sends the review requests at the moment a client is most likely to write one, handles the closing gift from order to doorstep, and keeps your sphere-of-influence database current, so your agents give their time to the buyers and sellers they are working with today.
Here is what happens after closing on most teams. The agent asks for a review at the closing table, the client says of course, and nobody asks again. Some clients get a closing gift and some do not, depending on who remembered to order it. The sphere database holds hundreds of names, many with old email addresses and phone numbers, because nobody has time to check. Online reviews trickle in from the clients who happened to think of it, and the team's profile looks thinner than the business it actually does.
The cost is the reviews that would have won the next listing presentation, and a database that cannot reach the people in it.
What the Post-Close Follow-Up Agent does, step by step
The Post-Close Follow-Up Agent starts with the communication, because reviews and referrals come from people who were asked well.
- Checks in after move-in. A week or two after closing, it sends the client a note from their agent asking how the move went and whether anything needs a recommendation, from a plumber to a painter.
- Asks for the review. When the client replies happily, it sends a review request with a direct link to the platform you choose, such as Zillow or Google, and one gentle reminder.
- Routes any problem to the agent. If the reply mentions a problem, it does not ask for a review; it alerts the agent to call.
- Confirms the gift details. Before closing, it confirms the new address and delivery timing with the client's agent and the client.
- Orders and tracks the closing gift. It places the order with your vendor, tracks delivery and confirms arrival, so every client gets the same care.
- Updates the sphere database. As clients reply, it updates their contact details, household changes and preferences on their record, and flags bounced emails and dead numbers for correction.
- Keeps the anniversaries and market updates on schedule. It sends home anniversary notes and the yearly market update so past clients keep hearing from the team.
Your agents read the replies, thank the reviewers personally and make the calls that need a voice.
Where the work is recorded
An agent that cannot record its results is a chatbot. The Post-Close Follow-Up Agent writes its work where your team already looks.
Each household's record in your CRM shows the closing, the gift and its delivery, the check-in, the review request and whether a review was posted, along with every reply. When the team leader opens the CRM the next morning, they see two new reviews posted overnight, a past client who mentioned a leaky faucet and is waiting on a call from their agent, and a list of sphere contacts whose details were refreshed.
The team can see its review count grow month over month and know exactly which clients were asked and which were not. For how the new leads those reviews attract are handled, read about how to stop losing leads while stuck in showings.
What your people do instead
Reviews are written about people. The agent's job is to be the person worth writing about.
With the Post-Close Follow-Up Agent carrying the check-ins, the gifts and the database, your agents spend their days at showings, listing appointments and closings, and they call the past clients who need a voice: the one with the leaky faucet, the one who just posted a glowing review. Clients feel remembered, and the team's reputation reflects the work it does.
The agent keeps the follow-up steady; your people earn the praise. For the lead side of the business, see our post on slow follow-up and the showing assistant.
One next step
If your reviews do not match the business you do, the AgentWorks Post-Close Follow-Up Agent is a sensible first hire. If another workflow costs you more, the assessment will point to it.
Take the free Industry Assessment for real estate to see which workflow an agent should take first, and visit the real estate industry page for every agent built for your team.
See where the Post-Close Follow-Up Agent would start in your real estate business.
I'm Sterling, the Real Estate ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
Sterling replies from real-estate@agentworksstudio.com. One email with the link — no list, no drip, unless you ask for the weekly letter. Or go straight there →