Bottleneck Audit
Sound familiar?
Every item above is addressed and tested before delivery.
Lead sources covered: Web Forms, SMS · A2P 10DLC, Facebook Ads, Facebook Messenger, Instagram DM, Google Business, IDX Pages, AI Phone Caller, AI Web Chatbot, Zillow Leads, Email Drip, Realtor.com
What makes it different
3
Buyer, Seller, and Past Client pipelines covering the full deal lifecycle
12 channels
Web, SMS, Facebook, Instagram, Google, IDX, phone, and more all covered
12
months
Nurture drip depth from first contact through closing and beyond
Buyer pipeline preview
4 of 11 Buyer Pipeline stages shown. All arrive pre-configured on day one.
Marcus & Kim T.
IDXSarah L.
FBDavid P.
WebThe Nguyens
GoogleMaria R.
FBJim & Carol B.
IDXAlex K.
IGThe Garcias
WebWhat's inside
Hover any card to see what's inside. Tested in real accounts before delivery.
Pipelines
Buyer (11 stages from new lead through closing), Seller (10 stages from listing to closed), and Past Client (4 stages from closed to repeat). Each pipeline reflects how agents actually track deals, not one flat marketing funnel.
AI
AI Voice Receptionist trained on real estate intake: qualifies buyers and sellers, books showings, live-transfers hot leads, handles FAQs, and never goes to voicemail. Bilingual EN/ES. AI chatbot embedded on your website and IDX pages answers affordability, listing, and showing questions 24/7 and routes contacts to the right pipeline.
Automation
30-second first-touch SMS to every new lead from web, IDX, Facebook, and Instagram. Missed call text-back with buyer or seller reply routing, stale lead reactivation, and a 24-month nurture drip. A2P 10DLC registered and configured. Most real estate leads take 6 to 18 months to act.
Campaigns
Home Valuation funnel, Buyer Guide funnel, Seller Guide funnel, Just Listed campaign, Just Sold campaign, neighbourhood market update campaign, review engine, and referral engine all pre-built and connected.
Appointments
Instant booking confirmation, 24-hour and 2-hour and 30-minute reminder sequences with reschedule links, cancellation workflows, and no-show follow-up. Separate calendars for consultations, showings, listings, and closings.
Operations
Showing follow-up automation, open house QR check-in with visitor registration and auto follow-up, closing checklist workflow, buyer and seller onboarding, task automation, and contract status reminders.
Reporting
Track leads this month, conversion rate, appointments booked, closings, reviews received, and referral count in one view. Lead source and opportunity value tracking included so agents know which channels are producing.
Setup
Custom values for agent name, brokerage, phone, email, office address, calendars, and review link pre-configured. Clients update seven items on install and everything else works out of the box.
Social
Captures every Facebook lead-form submission and Messenger inquiry the moment it arrives. Qualifies the lead automatically, triggers the SMS nurture sequence, and routes to the booking calendar. No lead sits uncontacted.
Social
Turns Instagram followers and listing-post inquiries into qualified buyer and seller conversations. Story-reply qualification routes contacts to the right pipeline and auto-books onto the agent's calendar.
Reputation
Auto-replies to Google Business reviews, questions, and messages branded to the brokerage. Empathetic responses to negative reviews with internal escalation for serious issues. Post-close satisfaction check routes happy clients to Google, Zillow, and Realtor.com. Reviews on autopilot.
Website
Conversion-tuned website white-labeled to the brokerage with buyer and seller landing pages, neighbourhood guides, listing pages, and embedded lead capture. IDX-ready. Every form connects directly to the CRM and triggers the right pipeline and nurture sequence.
Included website
Your GHL sub-account ships with a niche-built real estate website. IDX-ready, lead forms pre-wired to your Buyer and Seller pipelines, and styled to match your brand from day one.
Included funnel
Purpose-built funnels for buyers, sellers, and open house registrations. Each page is connected to the right pipeline stage and automation sequence, no manual wiring needed.
How it compares
GHL's default covers the basics. Here is what gets rebuilt and added in this premium version.
Built-in reporting
Leads by source, conversion rates, appointments booked, closings, reviews, and referrals, all in a single GHL reporting view. No spreadsheets, no manual tracking.
How it works
Tell us which markets and client types you serve. We walk through the snapshot, confirm fit, and answer every question before any commitment.
We install the GHL real estate snapshot foundation, rebuild the pipeline and automation layers to our premium system, and wire up all 12 feature areas.
Dummy leads run through every pipeline stage, every automation fires correctly, and every funnel page is confirmed live before you or your clients see it.
Export the snapshot, push to a client sub-account, connect their number and calendar. A written setup SOP and video walkthrough ship with every delivery.
Deal performance
A second dashboard view gives you the full deal performance picture: conversion rates, won and lost opportunities, upcoming appointments, and revenue over time.
Automatic alerts for matching listings require an MLS or IDX integration that GoHighLevel does not support natively. Listing alerts are not included. Every other part of lead management, deal tracking, appointment booking, and closing automation is fully covered. Clients who need listing alerts can add that as a separate paid integration we scope on request.
Delivery and support
The real estate snapshot is delivered after end-to-end testing across all three pipelines, every automation, and every funnel page. A2P registration, domains, OAuth connections, and payment keys need manual reconnection per client account and are documented clearly in the included setup SOP.
Three pipelines built for how real estate deals actually move. The Buyer pipeline has 11 stages from New Lead through Closed. The Seller pipeline has 10 stages from New Lead through Closed. The Past Client pipeline has 4 stages from Closed through Repeat Client. Each pipeline has the right stages for that relationship type, not one flat funnel used for every contact.
GHL's default gives you a website, one flat marketing pipeline, one generic lead form, and two automations. This snapshot rebuilds the pipeline from scratch with three full lifecycle pipelines, adds a full AI qualification layer for SMS, web chat, and Facebook, expands automations to cover showing follow-up, open house, closing, reactivation, and review generation, and includes a 24-month nurture drip with Just Listed and market update campaigns.
Minimal setup. Each client connects their calendar, adds their Google Review URL, links their Twilio number, confirms their agent info and branding, sets their AI prompt, and connects their Facebook page. Those seven steps are it. Everything else is pre-configured and works from the moment those fields are filled.
Yes. Once you have the snapshot you can deploy it to every real estate client in your agency. Each client needs their own phone number connected for A2P compliance. The pipelines, automations, funnels, and templates all copy across. One build, unlimited deploys.
No. Automatic alerts when a new listing matches a buyer's criteria require an MLS or IDX integration that GHL does not support natively. This snapshot does not include listing alerts. For clients who need them, that is a separate paid integration outside GHL. The snapshot covers every part of lead management, deal tracking, and closing that GHL handles natively.
A written setup SOP, a video walkthrough, and a call with the team who built it. We walk through every pipeline stage, automation trigger, custom value, and funnel so you are fully set up and confident before you deploy to your first client.
Free strategy call
Book a free call. We will walk through the snapshot, answer every question, and confirm it is the right fit before you commit.
Tested across all 3 pipelines · Written SOP + video walkthrough included
