Automate Review and Testimonial Requests After Closing (Claude Cowork Self-Install Kit)

Turn every closed deal into a review request, without ever having to remember to ask.

You mean to ask every client for a review, but by the time you remember the moment has passed and bringing it up feels awkward. You've had a year of happy clients and a handful of Google reviews to show for it, because you only send the ask when you happen to have time, which is almost never.

The leak isn't that clients won't review you. It's that the ask depends on you remembering at the right moment, and that's a coin flip.

What this kit does

Three days after a transaction closes, an automated sequence sends a personalized thank-you and a direct link to your Google Business Profile review page. The ask fires at the moment goodwill is highest, every time, without you touching it.

What you can expect

You eliminate 2 to 4 hours a month of manual post-close follow-up, and reviews arrive consistently instead of in occasional bursts. Every closed deal gets its follow-up within 72 hours, on schedule, whether you remembered or not.

Who it's for

Built for real estate agents who close happy clients and leave the reviews on the table. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This tier is worth more because reviews are a compounding asset, not a one-time task. Every closing feeds your public reputation, and that reputation is what wins the next listing before you've said a word.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork, Follow Up Boss, Make.com, and Zapier accounts, plus a Google Business Profile to collect the reviews. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Follow Up Boss at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing reputation management software, this is the install-it-once alternative. You set up your own review engine and keep it, with no monthly fee. Add it to your cart, open it in Claude Cowork, and have it running before your next closing.