Client Advocacy Engine

5-star review & referral generation system.

Happy clients love giving reviews, but they get busy unpacking boxes and forget. Use this 4-touch closing sequence to generate automated 5-star Google reviews and uncover warm referrals after every closing.

The 4-Touch Post-Closing Timeline

Execute this sequence starting at the closing table:

Closing Day
The Celebration Gift & Front Door PhotoHand them their keys, deliver a thoughtful closing gift (e.g. customized cutting board or local gourmet treats), and take a front-porch photo with their permission for social media.
Day 7
The Move-In Check-In TextSend a short text asking how the first week went, if the internet/utilities switched smoothly, and if they need any contractor recommendations.
Day 14
The 1-Click Google Review RequestSend the review request text with your direct Google review link. Keep it personal and frictionless.
Day 30
Homestead & Tax Exemption PacketMail or email their recorded deed and local county tax exemption / homestead filing instructions. Unlocks massive gratitude.

Day 14 Google Review Request Text

Send this directly from your mobile phone:

"Hi [Client Name]! Hope you are getting settled into [Address]! It was such a pleasure helping you through this move. As a local agent, my business relies almost entirely on word of mouth from wonderful clients like you. Would you mind taking 60 seconds to drop a quick 5-star review on my Google page? It truly helps other families find our team: [Your Direct Google Review Link] Thank you so much in advance!"

Day 30 Homestead Exemption Email

Send this email with local county filing links attached:

Subject: Important: How to file your Florida Homestead Exemption for [Address] Hi [Client Name], Can't believe it has already been a month since closing on [Address]! Wanted to send a quick reminder regarding your Florida property taxes. Because [Address] is your primary residence, you are eligible for the Florida Homestead Exemption, which can save you up to $50,000 off your assessed property value and cap future assessment increases. Here is the direct link to the [County Name] Property Appraiser office to file: [County Link] You will need: - Your recorded deed (attached for your records) - Florida driver's license with your new address - Florida vehicle registration If you have any questions or need anything else, I am always here to help! Best regards, James Jestes Broker Associate | eXp Realty