ClosedRelationship
Lifecycle continues03 · Closed clients
Past-Client Referral & Repeat-Business Engine
Follow a completed transaction into a thoughtful client-care funnel that earns feedback, reviews, referrals and future conversations.
Interactive simulation using hard-coded sample leads. The n8n, WAPI, Retell AI, CRM and database panels demonstrate production logic; no real client data is transmitted.
Automation runningClient-lifecycle simulationSample 1 of 3 · PC-4418
Live workflow funnelDeal closed
Waiting for the trigger…
0%AT
Ava Thompson+1 ••• ••• 7724 · Closed buyer
New enquiryWaiting for the automation trigger
The approved conversation will appear here as the funnel runs.
Automation activityOne visible audit trail
Simulation time- Day 001Closed client enrolled in the care planThe client moves from transaction follow-up into a separate relationship journey.
- Day 012Closing thank-you and resource pack deliveredA personal, approved message checks the experience before making any request.
- Day 143Client reported a 9/10 experiencePositive and negative feedback follow different paths, with service recovery prioritised.
- Day 154Personal review link deliveredOnly a satisfied client receives a simple, timed review request.
- Month 125One-year property review offeredThe client receives a useful home or market check-in instead of a generic promotion.
- + 1 min6Warm seller referral assigned to the listing teamA referred contact is captured with context, permission and clear ownership.
UntrackedCaptured
Service recovery readyRandomWell timed
After positive feedbackMemory-basedRouted
Referral or repeatThis demo illustrates workflow behaviour. Actual results depend on lead quality, volume, tools, team adoption and market conditions.
Background engine · client lifecycle
A closed deal becomes a managed relationship, not a forgotten record.
Simulated backend
The system waits for the right milestone, checks client status, starts a service-first conversation and routes positive feedback, reviews, referrals or repeat intent into the correct human workflow.
TriggerClosing, check-in or anniversary milestonePC-4418 · Closed buyer
Stage or milestone trigger
Payload received
Map, check and route
WAPI / Retell AI
One clean record
Human next action
Source payloadWebsite webhook
JSON- submission_id
- waiting…
- page
- waiting…
- utm_source
- waiting…
- interest
- waiting…
- consent
- waiting…
n8n execution logPropertyFlow / PC-4418
Running- 01·
Waiting for previous node…
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Waiting for previous node…
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Waiting for previous node…
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Waiting for previous node…
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Real-world fit
Built around the moments where property opportunities usually leak.
The final system is configured around your lead sources, approved conversation logic, CRM stages, calendars, routing rules and human escalation points.
01Closing thank-you journeys
0230-day client check-ins
03Review collection
04Home anniversaries
05Property-value conversations
06Referral and repeat-business routing
Explore another workflow
From simulation to your workflow
Want this system built around your real lead process?
MyDesignNexus can connect your approved lead sources, AI calling or messaging, website, CRM, calendars and custom software into one measurable operating flow.