> ## Documentation Index
> Fetch the complete documentation index at: https://docs.automationkit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Post-Sale Workflow

> What happens after you close a deal

When you close a deal, mark the **Lead Status** field as **Approved / Sold**. This triggers the post-sale workflow automatically.

<Tip>
  Not sure how to change the Lead Status field? [See here](/managing/lead-status).
</Tip>

## What Happens After You Mark as Sold

1. **You receive a notification** - you have 40 minutes to enter policy details
2. **After 40 minutes** - if you've entered policy details, the system sends them to the client via text and email
3. **All messaging stops** - the AI is turned off and the lead is removed from all automations
4. **After 7 days** - the system sends a referral request to the client

## Entering Policy Details

<Steps>
  <Step title="Open the contact">
    Find the contact in your CRM.
  </Step>

  <Step title="Go to All Fields">
    In the left panel of the contact record, click **All Fields**.
  </Step>

  <Step title="Scroll to Policy Information">
    Scroll down to the **Policy Information** section and enter the policy details there.
  </Step>
</Steps>

<Warning>
  You have 40 minutes to enter policy details. If you miss the window, nothing gets sent to the client and the AI will not be turned off - the lead will keep receiving automated texts. Make sure to fill in the policy details before time runs out.
</Warning>

<Tip>
  When you enter policy details, the close is logged and tracked in your [dashboard](https://dashboard.automationkit.ai). You can view your closing rate and appointment outcomes over time there.
</Tip>

## Holiday Follow-Up

When a lead is marked **Approved / Sold**, they're automatically enrolled in a holiday follow-up sequence. Over the next year, the system sends them a text on each major holiday as a touchpoint.

**Holidays covered:**

* New Year's Day
* St. Patrick's Day
* Easter
* Labor Day
* Veterans Day
* Halloween
* Thanksgiving
* Christmas
* Birthday 🎂 *(see note below)*

Every contact you close will automatically receive a holiday text for each holiday above that you have a date set for. Here's what you need to know:

1. The first year of holiday dates is set up for you when your account is created
2. When a contact is marked **Approved / Sold**, they're queued up for each holiday text
3. On each holiday, the system sends the text automatically — no action needed
4. After each holiday passes, you'll receive an SMS reminder to update that date for the following year. Go to **Settings → Custom Values → Folders → Holidays** and change the year for that holiday

<Note>
  If a contact is sold after a holiday has already passed for the year, they won't trigger a reminder for it. Check **Settings → Custom Values → Folders → Holidays** at the start of each year and update any dates that have already passed to make sure no holidays are missed for recently closed contacts.
</Note>

**New Year's text:** The New Year's message includes the year in the text, so you'll also need to update the snippet each year. Go to **Marketing → Snippets → Folders → Holidays**, find the New Year's snippet, click the three dots, select **Edit Snippet**, update the year, then save.

<Warning>
  If the dates or the New Year's snippet are outdated, those texts won't go out correctly. Follow the SMS reminders as each holiday passes, and do a full review at the start of each year.
</Warning>

<Note>
  Birthday follow-ups use GoHighLevel's built-in birthday action. As long as you set the contact's birthday in their contact details, they'll automatically receive a birthday message. 🎂
</Note>