Send post-deal review requests to recent clients automatically

Your closed deals miss timely review outreach, leaving agent reputations and referral evidence sparse. You receive client reviews so public feedback appears same day.

Overview

Deals that close should drive fresh reviews and referrals, not administrative follow-up. This flow captures the client from the deal, creates or updates the contact record, and sends a review request so reviews appear same day and agents can leverage that social proof.