Case Closure & Client Offboarding
Structured closure: thank client, collect feedback, request review, transition to alumni nurture track
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Structured closure: thank client, collect feedback, request review, transition to alumni nurture track.
How It Works
1
Case Closed
Opportunity moved to "Closed — Won/Settled"
2
Update
"past-client", "case-closed-{{year}}"
3
SMS: Thank You
"Congratulations! 🎉 It's been a privilege representing you."
4
Email: Closure
Subject: "Case Resolved — What's Next" — Summary, retention info, future needs
5
Wait 3 Days
Let resolution settle
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.