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🏡 GoHighLevel snapshot · Real Estate Agents

Real Estate snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the Buyer & Seller Consultation calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for real estate

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedConsultation BookedConsultation CompletedListing Proposal / Buyer Plan SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Agreement SignedActive / Under ContractClosedFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Real Estate fields included

  • Lead Type (Buyer, Seller, Buyer and seller, Investor, Renter)
  • Price Range (Under $250k, $250k-$400k, $400k-$600k, $600k-$900k, $900k-$1.5M)
  • Pre-Approval Status (Pre-approved, Not yet, Paying cash, Not sure)
  • Property Address
  • Areas of Interest
  • Working With an Agent (No, Yes, Not sure)
  • Closing Date

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · 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.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, it's owner name with business name. Thanks for reaching out! Are you thinking about buying, selling or both? Reply here, or grab a time to talk: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts callers back within seconds when you're at a showing or closing.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, it's owner name with business name. Sorry I missed your call, I'm likely at a showing. How can I help? Reply here or book a time to talk: booking link Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Pings you the moment a lead replies so you can call while they're engaged.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms buyer and seller consultations, tells them what to prepare, and sends reminders.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're booked, first name! Your appointment type with business name is start time. Need to change it? reschedule link
05 · No-Show → Reschedule Recovery

Follows up with leads who miss a consultation and offers a phone or video option.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, sorry we didn't connect today! No worries, schedules get crazy. Want to pick a new time to talk about your plans? booking link
06 · Appointment Completed → Proposal Prep

Thanks the lead after the consultation and reminds you to send the listing proposal or buyer plan within 24 hours.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for meeting with me today, first name! I'm putting together your plan now and will send it over within 24 hours. Questions in the meantime? Just reply here. - owner name
07 · Proposal Sent → Follow-Up Sequence

Follows up on your listing proposal or buyer plan and asks for the signed agreement.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, did you get a chance to look over the plan I sent? Happy to walk you through any part of it, from pricing to timing.
08 · Deal Won → Welcome + Customer Journey

Welcomes new clients with a clear road map from prep to closing.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Welcome aboard, first name! I'm excited to work with you. Save this number, it's my direct line for anything you need along the way. - owner name
09 · 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.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Congratulates clients on closing and asks how the experience was.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Congratulations on closing, first name! It was a pleasure working with you. How did I do? It takes about 20 seconds: feedback link
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy clients to your Google review link and routes concerns privately to you.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Asks happy clients to introduce friends and neighbors who are thinking about a move.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thank you for the kind words! If you know anyone thinking about buying or selling, I'd be honored to help them too. Here's an easy way to introduce us: referral link
13 · Referral Received → Thank You + Team Alert

Thanks the client for the referral and alerts you to call the new lead the same day.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Re-engages old leads and your sphere with a free home value update.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's owner name with business name. Quick question: are you still thinking about making a move this year? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends polite reminders for any unpaid invoices, such as rental or consulting fees.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Confirms payments with a quick thank-you.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Sends past clients and sphere contacts a warm birthday note.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Flags buyer and seller leads that have sat untouched for a week.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Celebrates each client's home anniversary with an updated home value report.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In real estate: The home anniversary: once a year on the client's Closing Date, past buyers get an updated home value report. Build a smart list or date-based trigger on Closing Date and tag them 'service due' each year.

Sample text message:
Hi first name, happy home anniversary from business name! Curious what your home is worth now? Get service due offer: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs the spring seller campaign with a market report and pre-listing game plan.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In real estate: Spring seller campaign offering a market report and pre-listing game plan. Launch in January and February so sellers can prep and list in March through May; rerun a lighter version in late summer for fall listings.

Sample text message:
Hi first name, owner name here. Thinking about selling this spring? I'm offering seasonal offer. Want one? Reply YES or book: booking link Reply STOP to opt out.
21 · Home Value Request → Seller Conversion

Turns home value requests into listing appointments with a sequence built for sellers.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In real estate: Converts home value (CMA) requests into listing appointments, the highest-value lead an agent gets. Tag anyone who requests a home valuation 'niche campaign' (from the valuation form, a landing page or a lead source); the sequence confirms the report is coming, explains why a walkthrough gives a better number and asks for the in-person visit, stopping as soon as they reply.

Sample text message:
Hi first name, it's owner name with business name. Got your home value request! I'm preparing a custom report from recent nearby sales. Any upgrades I should know about? Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

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.