GoHighLevel Real Estate Snapshot

Custom values are like personalized settings that you can adjust to make your experience with our snapshot uniquely yours. They give you the power to tailor how the snapshot behaves, ensuring it fits your needs perfectly. Whether it's tweaking configurations or fine-tuning outputs, custom values empower you to make the snapshot work just the way you want it to.

If you go to Settings, then Custom Values, you will see the values we have for you. For each value, you can simply click the three dots on the side of each section to add your own value to the custom values.

Whatever you add to these values will update the entire snapshot with that information, whether it pertains to your website, funnels, automations, emails, and more.

Your Real Estate Custom Values:

Custom values in your real estate snapshot allow you to tailor and personalize your marketing campaigns, workflows, and automations. Below is a list of custom values and how they can be utilized to optimize your real estate operations:

Custom Values

Area:

Description: Define the specific areas or neighborhoods you serve.

Usage: This information will be used to tailor your marketing messages and listings to target potential buyers and sellers in the specified areas.

Buyer Calendar Link:

Description: Add the link to your calendar for buyer consultations.

Usage: This link will be used in various automations and workflows to schedule appointments with prospective buyers.

Condo List URL:

Description: Input the URL for your condo listings.

Usage: This link will be included in communications and marketing materials targeting condo buyers.

First Time Home Buyer List URL:

Description: Add the URL for your first-time homebuyer listings.

Usage: This link will be featured in marketing campaigns and communications directed at first-time homebuyers.

Foreclosure List URL:

Description: Provide the URL for your foreclosure property listings.

Usage: This link will be used in campaigns focused on buyers interested in foreclosure properties.

Google Review Link (Continuous Reputation Management):

Description: Insert your Google review link for ongoing reputation management.

Usage: This link will be included in follow-up communications after interactions or transactions to encourage continuous reviews.

Google Review Link (Review Campaign):

Description: Add your Google review link for targeted review campaigns.

Usage: This will be the same link as above, used specifically in dedicated review request campaigns.

Holiday Email Offer (Buyers):

Description: Customize the offer you want to include in holiday emails for buyers.

Usage: This offer will be featured in your holiday-themed email campaigns targeting potential buyers.

Holiday Email Offer (Sellers):

Description: Customize the offer you want to include in holiday emails for sellers.

Usage: This offer will be used in holiday-themed email campaigns targeting potential sellers.

Luxury Condo List URL:

Description: Provide the URL for your luxury condo listings.

Usage: This link will be included in marketing materials aimed at high-end condo buyers.

New Construction Homes List URL:

Description: Add the URL for your new construction home listings.

Usage: This link will be featured in campaigns and communications targeting buyers interested in new construction homes.

Open Houses List URL:

Description: Input the URL for your open house listings.

Usage: This link will be included in promotions and invitations for upcoming open house events.

Referral Campaign Offer:

Description: Add the offer you want to run for your referral campaign.

Usage: This offer will be integrated into your referral campaign workflows, encouraging clients to refer new customers.

Seller Pre-Listing Checklist URL:

Description: Provide the URL for your seller pre-listing checklist.

Usage: This link will be used in communications with potential sellers to prepare them for listing their properties.

Pipelines

Pipelines are essential tools in managing and tracking the progress of your leads through various stages of your sales and marketing processes. In our real estate snapshot, we provide several specialized pipelines to help you efficiently manage your buyer and seller leads, reactivation campaigns, and reputation management efforts.

Snapshot Pipelines

Database Reactivation (Buyer):

Description: This pipeline is designed to manage and track buyer leads that are re-engaged through database reactivation campaigns.

Stages:

Offer Sent: The initial stage where the reactivation offer has been sent to the buyer leads.

Interested: Leads who have responded positively and shown interest in the offer.

Not Interested: Leads who have indicated they are not interested in the offer.

Usage: Helps in monitoring the effectiveness of your reactivation efforts and identifying potential buyers who are re-engaged through the campaign.

Database Reactivation (Seller):

Description: This pipeline manages and tracks seller leads re-engaged through database reactivation campaigns.

Stages:

Offer Sent: The stage where the reactivation offer has been sent to the seller leads.

Interested: Leads who have shown interest and responded positively to the offer.

Not Interested: Leads who are not interested in the offer.

Usage: Enables you to track the progress of re-engaged seller leads and measure the success of your reactivation campaigns.

Google Review Campaign (Quick Wins):

Description: This pipeline is used to track the progress of leads through your Google review campaign aimed at quickly gathering reviews.

Stages:

Request Sent: The stage where a review request has been sent to customers.

Review Link Clicked: Customers who have clicked on the review link and potentially left a review.

Review Link Not Clicked: Customers who did not click on the review link.

Usage: Facilitates the management of your review requests, helping you quickly identify customers who have left reviews and those who need follow-up.

Real Estate: Buyer Leads:

Description: This pipeline tracks the journey of potential buyers from initial contact to closing a deal.

Stages:

New Lead: Newly acquired buyer leads.

Contacting: Leads that are in the process of being contacted.

Appt Booked: Leads that have scheduled an appointment.

No Show: Leads who did not show up for their scheduled appointment.

Canceled: Leads who have canceled their appointment.

Qualified: Leads that have been qualified as potential buyers.

Under Contract: Leads that are under contract for a property.

Offer To Purchase: Leads that have made an offer to purchase a property.

Offer Accepted: Leads whose offer has been accepted.

Ready For Purchase: Leads that are ready to purchase the property.

Long Term Nurture: Leads that require long-term nurturing.

Lost: Leads that did not convert and are considered lost.

Usage: Provides a clear overview of where each buyer lead is in the sales process, helping you manage and prioritize your follow-ups effectively.

Real Estate: Seller Leads:

Description: This pipeline manages the stages from initial contact with potential sellers to successfully listing and selling their property.

Stages:

New Lead: Newly acquired seller leads.

Contacting: Leads that are in the process of being contacted.

Appt Booked: Leads that have scheduled an appointment.

No Show: Leads who did not show up for their scheduled appointment.

Canceled: Leads who have canceled their appointment.

Qualified: Leads that have been qualified as potential sellers.

Under Contract: Leads that are under contract for a listing agreement.

Listed In MLS: Properties that have been listed in the Multiple Listing Service (MLS).

Offer Made: Properties that have received an offer.

Offer Accepted: Properties with an accepted offer.

Active Closing: Properties that are in the process of closing.

Closing Scheduled: Properties with a scheduled closing date.

Closing Complete (WON): Successfully closed properties.

Long Term Nurture: Leads that require long-term nurturing.

Lost: Leads that did not convert and are considered lost.

Usage: Helps you track the progress of seller leads, ensuring that you provide timely follow-ups and support throughout the selling process.

Calendars

In the real estate snapshot, you'll find two specialized automated calendars designed to simplify scheduling and streamline customer interactions:

Buyer Calendar

The Buyer Calendar is designed to manage appointments with potential property buyers. This calendar facilitates the scheduling of consultations, property viewings, and follow-up meetings with interested buyers.

Functionality:

Automated Booking: Prospective buyers can easily schedule appointments online at their convenience.

Pipeline Integration: Anyone who books an appointment on this calendar will be automatically updated in the Real Estate: Buyer Leads pipeline, ensuring seamless lead management and nurturing processes.

Appointment Confirmation: Once an appointment is booked, the system sends an automated confirmation message to the buyer, confirming the date and time.

Reminders: Automated reminders are sent to the buyer before the appointment to reduce no-show rates.

Status Updates: The system updates the lead status to "Appt Booked" in the pipeline. If the appointment is canceled or the buyer does not show up, their status will be updated accordingly (e.g., "Canceled" or "No Show").

Seller Calendar

The Seller Calendar is tailored to manage appointments with potential property sellers. This calendar supports the scheduling of pre-listing consultations, property assessments, and follow-up meetings with sellers.

Functionality:

Automated Booking: Potential sellers can book their appointments online, making it easy to schedule consultations and assessments.

Pipeline Integration: Anyone who books an appointment on this calendar will be automatically updated in the Real Estate: Seller Leads pipeline, enabling smooth lead management and follow-up processes.

Appointment Confirmation: The system sends an automated confirmation message to the seller after booking, confirming the appointment details.

Reminders: Automated reminders are sent to the seller prior to the appointment to ensure they are prepared and to minimize no-shows.

Status Updates: The lead status is updated to "Appt Booked" in the pipeline. If the appointment is canceled or the seller does not show up, their status will be updated accordingly (e.g., "Canceled" or "No Show").

Appointment Confirmation, Reminders, no-show, & Cancellation Automation

In the real estate snapshot, we offer comprehensive automation for appointment confirmation, reminders, no-shows, and cancellations. Here's how it works:

Appointment Confirmation:

Description: After someone books an appointment on either the Buyer or Seller calendar, they will receive an automated confirmation email or text message, ensuring that their appointment is successfully scheduled and confirmed.

Functionality:

Automated Confirmation: The system automatically sends a confirmation message to the client, confirming the date, time, and details of their appointment.

Appointment Reminders:

Description: Prior to the scheduled appointment, automated reminders are sent to the client to minimize the risk of no-shows and ensure that they are prepared and ready for their appointment.

Functionality:

Automated Reminders: Reminders are sent to the client a day or a few hours before the scheduled appointment, reminding them of the date, time, and location.

No-show Management:

Description: In the event of a no-show, the system will automatically tag the client accordingly, allowing you to follow up and reschedule as needed to minimize disruptions to your schedule and workflow.

Functionality:

Automated Tagging: Clients who do not show up for their scheduled appointment will be tagged as "No Show" in the respective pipeline.

Follow-up Options: Automated follow-up messages can be triggered to reschedule the appointment or inquire about the reason for the no-show.

Cancelation Handling:

Description: If a client cancels their appointment, the system will update their status accordingly, ensuring that you stay informed and can manage your schedule effectively.

Functionality:

Automated Status Update: Clients who cancel their appointment will have their status updated in the respective pipeline (e.g., "Canceled").

Notification: You will receive a notification about the cancellation, allowing you to take appropriate action, such as rescheduling or following up with the client.

Website

Snapshot Website Customization

When you go to "Sites," then "Websites," you will find a Real Estate website that can be easily customized to your liking.

1. Add Your Logo: Easily upload your logo to give your website a personalized touch. Your logo will seamlessly integrate into the design, enhancing brand recognition and professionalism.

2. Customize Brand Colors: Make your website truly yours by changing the brand colors to reflect your unique style and aesthetic. Choose from a wide range of color options to create a cohesive and visually appealing design.

3. Edit Content: Tailor the content on your website to suit your specific business needs and messaging. Whether it's updating text, adding images, or modifying layouts, our user-friendly editor makes it easy to create compelling and engaging content.

4. Auto-populated Business Information: No need to manually update your business details on the website. Thanks to custom values, essential information such as your business name, phone number, email address, and physical address will automatically populate throughout the site, ensuring accuracy and consistency.

With these powerful customization options, you can create a professional and polished website that effectively represents your brand and attracts potential clients.

Website Contact Us Form

Easily collect buyer & seller leads by utilizing a website form that will help you gather information about a prospect, including their name, email, phone number, and the type of services they are looking for.

Website Automations

If you navigate to the Automation tab, you will find a folder titled "Website Automations."

Inside the "Website Automations" folder, you will find three website automations.

Whenever someone interacts with your website form, webchat, or live chat, these automations will trigger. They will tag the lead, update their information in your pipeline, send them text and email follow-ups, and notify the realtor that a new lead has been generated.

Linktrees

Link trees are versatile tools that provide a convenient way to organize and share multiple links with your audience. In the real estate snapshot, you'll find four specialized link trees designed to cater to different aspects of your business. Here's a brief overview of each:

RE - Linktree - 5 Steps to Financial Freedom

Description: This link tree offers valuable resources and guidance on achieving financial freedom through real estate investments. It provides access to educational content, financial planning tools, and expert advice to help potential investors take the first steps towards building wealth through real estate.

Purpose: To attract potential investors interested in real estate as a means of achieving financial independence and wealth accumulation.

RE - Linktree - Buyer

Description: The Buyer link tree is tailored to individuals in the market for purchasing a property. It provides links to property listings, buyer guides, mortgage calculators, and other resources to assist buyers in their property search and purchase process.

Purpose: To engage and assist potential buyers in finding their dream home and navigating the home buying process.

RE - Linktree - Consultation

Description: The Consultation link tree is designed for clients seeking personalized advice and assistance from a real estate professional. It offers easy access to booking consultations, scheduling appointments, and accessing resources for buyers, sellers, and investors.

Purpose: To facilitate easy communication and scheduling of consultations with clients interested in buying, selling, or investing in real estate.

RE - Linktree - Video

Description: The Video link tree showcases video content related to real estate, including property tours, market updates, educational seminars, and client testimonials. It serves as a multimedia platform for engaging with clients and showcasing properties and services visually.

Purpose: To engage and inform clients through compelling video content, providing insights into the real estate market and showcasing properties effectively.

Funnels

In our real estate snapshot, we offer comprehensive funnel strategies tailored to both buyers and sellers. These funnels are strategically designed to attract, engage, and convert potential clients, guiding them through the buying or selling process. Here's an overview of the buyer and seller funnels available:

Buyer Funnels (7 Funnels)

Condo List Funnel

First Time Home Buyer List Funnel

Foreclosure List Funnel

Luxury Condo List Funnel

New Construction Homes List Funnel

Open Houses List Funnel

Rent Now & Buy Later Funnel

Seller Funnels (3 Funnels)

Find Out What Your Home Is Worth Survey Funnel

Seller Pre-Listing Checklist Lead Magnet Funnel

We Buy Houses Fast With Cash Funnel

Buyer Funnels

These funnels are designed to attract potential buyers and provide them with valuable resources and information to assist them in their property search. Whether they're looking for specific property types, exploring financing options, or seeking guidance in the buying process, these funnels offer targeted solutions to meet their needs.

Seller Funnels

On the other hand, seller funnels are focused on attracting homeowners looking to sell their properties. These funnels offer insights into property valuation, pre-listing preparation, and alternative selling options, catering to homeowners at different stages of the selling process.

Funnel Automations:

Each funnel will be fully automated, with the name of each automation matching the corresponding funnel. Similarly, the funnel forms will be named identically for easy organization. When someone opts into a funnel, they will be seamlessly updated in the sales pipeline, tagged appropriately, and trigger an internal notification for you. Additionally, the lead will receive a personalized text and email with their offer upon opting in. If they proceed to book an appointment through the funnel, the appointment reminder automations will be triggered.

It's important to note that each automation and text message can be easily customized to align with your branding and communication style, ensuring a cohesive and personalized experience for your leads.

52 Week Nurture Campaigns (Buyer & Seller)

In our real estate snapshot, we offer comprehensive 52-week email and text campaigns tailored to both buyer and seller leads. These campaigns are designed to nurture relationships, provide valuable insights, and keep your real estate business top-of-mind throughout the year. Here's what you can expect from each campaign:

Buyer Leads Campaign

52-Week Email Nurture Campaign:

Description: This campaign consists of a series of weekly emails delivered to your buyer leads over the course of a year. Each email contains valuable tips, market updates, property listings, and exclusive offers tailored to their needs and interests as potential homebuyers.

Purpose: To keep buyer leads engaged, informed, and motivated throughout their property search journey, positioning your real estate business as a trusted advisor and resource.

52-Week Text Nurture Campaign:

Description: Similarly, the 52-week text nurture campaign delivers weekly text messages to your buyer leads, providing them with quick tips, property alerts, event invitations, and reminders tailored to their preferences and stage in the buying process.

Purpose: To maintain regular communication and engagement with buyer leads, keeping your real estate services top-of-mind and facilitating timely responses and actions.

Seller Leads Campaign

52-Week Email Nurture Campaign:

Description: This campaign comprises a series of weekly emails sent to your seller leads throughout the year. Each email offers valuable insights, seller tips, market trends, home selling guides, and exclusive offers designed to address their concerns and guide them through the selling process.

Purpose: To establish your expertise, build trust, and nurture relationships with seller leads, positioning your real estate business as the go-to choice for their selling needs.

52-Week Text Nurture Campaign:

Description: The 52-week text nurture campaign for seller leads delivers weekly text messages containing seller-focused content, such as home staging tips, pricing strategies, listing updates, and personalized messages to keep them engaged and informed.

Purpose: To provide ongoing support, guidance, and encouragement to seller leads, demonstrating your commitment to helping them achieve their selling goals and maximizing their property's potential.

Database Reactivation

In our real estate snapshot, we offer specialized database reactivation campaigns tailored to both buyer and seller leads. These campaigns are designed to re-engage dormant leads, provide valuable incentives, and encourage them to take action. Here's an overview of each campaign:

Buyer Leads Database Reactivation Campaign

Offer: Free Custom List

Description: This campaign targets dormant buyer leads with the offer of a free custom property list tailored to their specific preferences and criteria. Whether they're looking for a dream home, investment property, or rental, this personalized list provides valuable insights and options to reignite their interest in the real estate market.

Purpose: To re-engage inactive buyer leads, provide them with a valuable incentive to take action, and ultimately generate new business opportunities for your real estate services.

Seller Leads Database Reactivation Campaign 1

Offer: Get You Into a Home in the Next 45 Days

Description: This campaign focuses on dormant seller leads with the promise of expedited assistance in finding their ideal home within the next 45 days. Whether they're eager to move, facing time constraints, or seeking a swift transition, this offer emphasizes speed and efficiency in the home buying process to reignite their interest and motivation.

Purpose: To rekindle interest and urgency among inactive seller leads, positioning your real estate services as the solution to their time-sensitive needs and driving them to re-engage and take action.

Seller Leads Database Reactivation Campaign 2

Offer: Free Home Valuation

Description: This campaign targets dormant seller leads with the offer of a complimentary home valuation service. By providing insights into their property's current market value, this offer aims to pique their interest, spark curiosity, and motivate them to explore their selling options and opportunities.

Purpose: To re-engage inactive seller leads by offering them a valuable service that addresses their immediate needs and concerns, ultimately leading to renewed interest in selling their property and utilizing your real estate expertise.

Birthday Campaign Workflow

Understanding Birthday Offer Campaigns

Birthday offer campaigns are special marketing initiatives aimed at celebrating customers' birthdays and incentivizing them to engage with your business. These campaigns not only foster goodwill and strengthen customer relationships but also drive sales and boost loyalty. In our snapshot, we offer a birthday offer campaign that allows you to customize the offer using a custom value, ensuring flexibility and relevance to your customers' preferences.

Referral Campaign Workflow

Referral campaigns are powerful marketing strategies designed to leverage the existing customer base to acquire new customers. By incentivizing customers to refer friends, family, or colleagues to your business, referral campaigns can rapidly expand your customer network and drive growth. In our snapshot, we offer a comprehensive referral campaign feature that enables you to easily create and manage referral programs tailored to your business needs.

Snapshot Referral Campaign

Customizable Referral Incentives: Our referral campaign feature allows you to customize the incentives offered to customers for referring new business. By utilizing custom values, you can tailor the incentives to align with your promotional strategies and budget. Whether it's offering discounts, freebies, or exclusive rewards, the referral campaign feature empowers you to create compelling incentives that motivate customers to spread the word about your business.

Benefits of Referral Campaigns

Expanded Customer Base: Referral campaigns tap into the power of word-of-mouth marketing to attract new customers. By leveraging the networks of your existing customers, you can rapidly expand your customer base and drive growth for your business.

Enhanced Trust and Credibility: Recommendations from friends or family members are highly trusted by consumers. By encouraging referrals, you can capitalize on this trust and credibility to attract high-quality leads and convert them into loyal customers.

Cost-Effective Marketing: Referral campaigns are a cost-effective way to acquire new customers compared to traditional advertising channels. Since referrals come from satisfied customers, the cost per acquisition is typically lower, resulting in a higher return on investment.

With our customizable referral campaign feature, you can harness the power of word-of-mouth marketing to drive growth and success for your business.

Incoming Lead Follow Up Workflows

Incoming lead follow-up workflows are automated processes designed to promptly respond to inquiries and messages from potential customers across various communication channels. These workflows ensure that every lead receives a timely and personalized response, increasing the chances of conversion and providing exceptional customer service. In our snapshot, we offer four incoming lead follow-up workflows tailored to different communication channels: Google My Business (GMB) message, email, Facebook message, and Instagram direct message (DM).

Snapshot Incoming Lead Follow-Up Workflows

GMB Message Workflow: This workflow is triggered when someone sends a message through your Google My Business listing. The workflow automatically tags the lead, updates their status in the pipeline as responded to, and notifies the realtor. You can easily customize the messaging and actions of this workflow to suit your preferences and brand voice.

Facebook Message Workflow: When a potential customer sends a message to your Facebook page, the Facebook message workflow springs into action. It tags the lead, updates their status, and alerts the realtor, enabling seamless communication and follow-up through Facebook Messenger.

Instagram DM Workflow: The Instagram DM workflow handles incoming direct messages on your Instagram account. It automatically tags the lead, updates their status, and notifies the realtor, facilitating quick and effective engagement with potential customers on Instagram.

With our incoming lead follow-up workflows, you can effectively manage inquiries and messages across multiple communication channels, providing timely and personalized responses to potential customers.

Reputation Management

Reputation management is crucial for maintaining a positive image and credibility for your Real Estate business. It involves actively monitoring and influencing how your brand is perceived by customers, both online and offline. In our snapshot, we offer comprehensive reputation management features to help you proactively manage and enhance your online reputation.

Snapshot Reputation Management Features

Ongoing Reputation Management: After each service, customers have the option to request a review. This process allows you to gather feedback and testimonials from satisfied customers, helping to boost your online reputation and credibility.

Google Review Campaign: Our Google review campaign is designed to generate a significant number of new reviews for your Real Estate business. You can input a list of existing customers into the campaign to kickstart the process, resulting in 30-100 new reviews right away. Customers in this campaign are managed through a dedicated review campaign pipeline, allowing you to track who has left a review and who hasn't.

Key Features and Customization Options

Custom Review Links: The review link for both ongoing reputation management and the Google review campaign can be customized using custom values. This allows you to tailor the review links to your branding and preferences.

Trigger Links: Each campaign includes two trigger links that serve as indicators of customer engagement. These trigger links, associated with the review custom value links, help you track whether customers have clicked on the review links or not, if clicked they will no longer get review reminders and so on.

Missed Call Text Back

The Missed Call Text Back Automation is a proactive response system designed to engage with potential leads who have attempted to contact the realtor but were unable to connect via phone. This automation sends a text message to the missed caller, providing them with an opportunity to book a consultation or appointment with your business. By leveraging this automation, you can effectively follow up with missed leads and encourage them to take the next step towards becoming customers.

Snapshot Missed Call Text Back Automation

Engagement Text Message: When a call goes unanswered or is missed, the automation triggers a text message to be sent to the caller's phone number. The message is crafted to be engaging and inviting, encouraging the caller to consider booking a consultation or appointment with the realtor.

Call to Action: The text message includes a clear call to action, such as a link to your online booking system or a phone number to call back, making it easy for the recipient to take immediate action and schedule a consultation.

Personalization: To enhance engagement and relevance, the text message can be personalized with the caller's name or other relevant details, creating a more personalized and tailored experience for the recipient.

Holiday Emails

Holiday email campaigns are an essential component of your marketing strategy, allowing you to connect with your audience during festive seasons and capitalize on seasonal opportunities. Our snapshot offers a collection of 13 beautifully designed holiday emails for buyer and seller leads. Each crafted to engage and delight your subscribers during special occasions. With customizable offers using custom values, you can tailor the content of each email to align with your promotional strategies and capture the spirit of the holidays.

Snapshot Holiday Emails

Beautifully Designed Templates: Our holiday email campaign features a collection of 13 professionally designed email templates, each showcasing festive themes and imagery to capture the holiday spirit and captivate your audience.

Customizable Offers: With the flexibility to customize the offer of each email using custom values, you can tailor the content to suit your marketing objectives and promotional strategies. Whether it's promoting special discounts, limited-time offers, or holiday-themed promotions, you have the freedom to customize the content of each email to resonate with your subscribers.

Engaging Content: Each email is crafted to deliver engaging and relevant content to your subscribers, including holiday greetings, exclusive offers, seasonal tips, and festive inspiration. By providing value-added content, you can strengthen relationships with your audience and drive engagement and conversions during the holiday season.