Playbooks / Real Estate / Pipeline + Past Clients
Review Requests
Sequence the post-close review ask: timing based on closing date, platform links ready, a short appreciation message. If they hesitate, one gentle follow-up then stop.
How to run it
Open Real Estate > Pipeline + Past Clients > Review Requests in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Review Requests workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Sequence the post-close review ask: timing based on closing date, platform links ready, a short appreciation message. If they hesitate, one gentle follow-up then stop. Never post on their behalf.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Review Requests workflow on something of yours.