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Client Follow Up Workflow

Systematic post-transaction client communication for referrals, reviews, and long-term relationship building

Complexity: Simple | Duration: 5-15m | Category: Industry/Real Estate

Tags: follow-up reviews referrals crm relationship-building

Workflow Diagram​

Steps​

Step 1: Closing celebration​

Agent: real

estate-transaction-specialist - congratulate client

Step 2: Satisfaction survey​

Agent: marketing

specialist - send feedback request

Step 3: Review request​

Agent: marketing

specialist - ask for online review

Step 4: Referral request​

Agent: real

estate-transaction-specialist - request referrals

Step 5: Home anniversary tracking​

Agent: crm

manager - set annual reminders

Step 6: Market update scheduling​

Agent: marketing

specialist - add to newsletter

Step 7: Birthday/holiday tracking​

Agent: crm

manager - log important dates

Step 8: Vendor recommendations​

Agent: real

estate-transaction-specialist - provide service contacts

Step 9: Educational content​

Agent: marketing

specialist - share homeowner resources

Step 10: Long​

Agent: term touchpoint planning

crm-manager - schedule future outreach

Usage​

To execute this workflow:

/workflow industry/real-estate/client-follow-up-workflow.workflow

See other workflows in this category for related automation patterns.