Turn More Online Leads Into Listings, Closings and Referrals
A done-for-you GoHighLevel system for real estate agents: instant buyer and seller follow-up, home value request conversion, consultation reminders, sphere nurture and home anniversaries.
Where real estate businesses lose money
A solo agent or small team at a brokerage that works both buyers and sellers. They juggle online leads, home value requests, showings and a sphere of past clients, and their best business comes from listings and repeat and referral clients they stay in touch with.
- Online leads go cold because you're at a showing when they come in
- Home value requests get an automated estimate and nothing else, so the listing goes to another agent
- Past clients hear from you once a year, if that, and refer their friends elsewhere
- Consultations get booked and then the lead doesn't show
- Your database is full of old leads nobody has talked to in months
What this snapshot fixes, automatically
Every buyer and seller lead gets a personal-sounding text and email within seconds
Home value requests get a sequence built to earn the listing appointment
Past clients get home anniversary updates that keep you top of mind
Booked consultations get confirmations and reminders
Old leads and your sphere get a reason to reply: a free home value update
Everything you need to launch real estate clients
- 21 real-estate-specific workflows, from speed-to-lead to home value request conversion
- Sales pipeline built for agents: Consultation Booked, Consultation Completed, Listing Proposal / Buyer Plan Sent
- Client journey pipeline from Agreement Signed through Closed
- Reactivation pipeline for old leads and your sphere
- Buyer & Seller Consultation calendar with confirmation, 24-hour and 2-hour reminders
- Lead form that captures buyer or seller, price range and pre-approval status
- Post-closing feedback form that routes happy clients to Google reviews
- Refer-a-friend form and referral thank-you automation
- Home anniversary workflow with an annual home value update
- Spring seller campaign with a market report offer
- Agent-specific custom fields including Lead Type, Property Address and Closing Date
- 20 pre-filled custom values so the whole system re-brands in minutes
- 12-step setup guide, 6-lesson install course and agency sales kit
The complete real estate follow-up engine
Every workflow is built, written for the niche and wired to the pipelines. Your client fills in their business details once, and the copy updates everywhere.
New Lead → Speed-to-Lead + 7-Day Follow-Up
Texts and emails every new buyer or seller lead instantly, asks buy or sell, and follows up for 7 days.
Missed Call → Instant Text-Back
Texts callers back within seconds when you're at a showing or closing.
Customer Replied → Hot Lead Alert
Pings you the moment a lead replies so you can call while they're engaged.
Appointment Booked → Confirm + Reminders
Confirms buyer and seller consultations, tells them what to prepare, and sends reminders.
No-Show → Reschedule Recovery
Follows up with leads who miss a consultation and offers a phone or video option.
Appointment Completed → Proposal Prep
Thanks the lead after the consultation and reminds you to send the listing proposal or buyer plan within 24 hours.
Proposal Sent → Follow-Up Sequence
Follows up on your listing proposal or buyer plan and asks for the signed agreement.
Deal Won → Welcome + Customer Journey
Welcomes new clients with a clear road map from prep to closing.
Deal Lost → 30/60/90-Day Nurture
Keeps in touch with leads who didn't sign, with a home value update offer at 90 days.
Job Completed → Feedback Request
Congratulates clients on closing and asks how the experience was.
Feedback Submitted → Review Ask or Service Recovery
Sends happy clients to your Google review link and routes concerns privately to you.
Happy Customer → Referral Request
Asks happy clients to introduce friends and neighbors who are thinking about a move.
Referral Received → Thank You + Team Alert
Thanks the client for the referral and alerts you to call the new lead the same day.
Database Reactivation Campaign
Re-engages old leads and your sphere with a free home value update.
Invoice Sent → Payment Reminders
Sends polite reminders for any unpaid invoices, such as rental or consulting fees.
Payment Received → Thank You
Confirms payments with a quick thank-you.
Birthday → Gift Offer
Sends past clients and sphere contacts a warm birthday note.
Stale Deal Alert (7 Days No Movement)
Flags buyer and seller leads that have sat untouched for a week.
Service Due → Rebook Reminder
Celebrates each client's home anniversary with an updated home value report.
Seasonal Promo Campaign
Runs the spring seller campaign with a market report and pre-listing game plan.
Home Value Request → Seller Conversion
Turns home value requests into listing appointments with a sequence built for sellers.
Know exactly where every deal stands
Sales Pipeline
Customer Journey
Reactivation
Training that makes it easy to sell and install
Setup guide
A 12-step install checklist with exact GoHighLevel menu paths.
Open guide → 🧭Walkthrough
Every workflow, trigger, message and pipeline stage explained.
See walkthrough → 🎓Mini-course
6 short visual lessons, from install to launch.
Start lesson 1 → 💼Agency sales kit (PDF)
Pitch script, cold outreach, pricing and KPIs to sell this niche.
Download →Built for agencies serving real estate
- Agencies that serve real estate agents, teams and brokerages
- Agencies running seller lead and home valuation ads that need a conversion backend
- Solo agents and team leaders already on GoHighLevel
- Agents with a large sphere or past-client list they aren't nurturing
Agents measure everything in listings and closings, so sell the snapshot as a listing machine: home value requests turned into appointments, plus a sphere and home anniversary system that generates repeat and referral business. Run the database reactivation in week one for quick conversations, then stay on retainer by running seller lead ads and reporting appointments set and listings won.
Suggested resale: setup $497-$1,497 + $297-$997/mo
Questions agencies ask
Do I need a GHL account?
Yes. This is a GoHighLevel snapshot, so you need an active GHL agency account to import it and push it into the agent's sub-account.
Does it connect to Zillow, Realtor.com or my IDX website?
There's no native portal integration included. Most agents forward portal leads by email parsing, Zapier or a webhook into GHL so they trigger workflow 01. IDX sites can embed or link the GHL form.
Does it create the home value report?
No. Workflow 21 handles the follow-up and asks for the walkthrough. You still prepare the CMA from your MLS or CMA tool.
Phone number/A2P?
You'll need a GHL phone number and approved A2P 10DLC registration before texting US leads. The setup guide covers Settings > Phone Numbers > Trust Center with sample messages from this snapshot.
What's not included?
Ad spend, ad creative, a website or IDX, MLS or CMA tools, the GHL subscription, and phone and messaging usage fees are not included. You'll add your own brokerage details, logo and Google review link.
Is the copy Fair Housing friendly?
Yes. The messages focus on the property, the market and the process and avoid language about neighborhoods' people, schools or 'ideal' buyers. Keep any edits you make the same way.
Will this work for a team?
Yes. Use round-robin under Calendars > Calendar Settings and assign team alerts in each workflow so leads go to the right agent.
Launch your next real estate client this week
One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.