GoHighLevel Real Estate Playbook

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The GoHighLevel Real Estate Consultant How-To Playbook

If you are a real estate consultant using platforms like ClickUp to manage tasks, you can dramatically improve client acquisition and follow-up by implementing the strategies in this GoHighLevel-based playbook. This step-by-step guide shows you how to attract more clients, close more deals, and build repeatable systems using the five core strategies from the official real estate consultant framework.

This how-to article is based on the original resource from HighLevel, which you can review here: The Ultimate Real Estate Consultant Playbook.

Overview: How the GoHighLevel Real Estate System Works

The playbook organizes your real estate consulting work into five main strategies. Each strategy contains a clear objective and a specific set of actions you can implement inside your GoHighLevel account or any similar CRM and marketing automation platform.

The five strategies are:

  • Finding Leads
  • Generating New Leads
  • Nurturing Leads
  • Closing Clients
  • Following Up With Clients

Below is a practical breakdown showing exactly how to turn each strategy into a repeatable workflow.

Strategy 1: Find Leads Using GoHighLevel Systems

The first strategy focuses on discovering new potential clients and organizing them into a pipeline. According to the playbook, your objective is to consistently locate motivated buyers, sellers, or investors and get them into your CRM.

Step 1: Define Your Ideal Real Estate Client

Before using any GoHighLevel features, clarify who you want to target. The source playbook recommends identifying:

  • Location (neighborhoods, cities, or regions)
  • Property type (residential, commercial, investment)
  • Price range and transaction size
  • Motivation level (first-time buyers, distressed sellers, investors)

Document these criteria so you can qualify leads consistently.

Step 2: Use Online Channels to Source Leads

Next, choose the channels you will use to find potential clients. The playbook suggests leveraging:

  • Social media groups and pages related to real estate
  • Online listing platforms where owners or buyers are active
  • Networking groups and local real estate associations
  • Past contacts, referrals, and existing databases

Every time you identify a potential prospect, capture their details and bring them into your main pipeline.

Step 3: Organize Prospects in Your GoHighLevel Pipeline

Set up a simple pipeline that reflects the stages of your relationship with each lead. At a minimum, you should track:

  • New Lead
  • Contacted
  • Qualified
  • Appointment Set
  • Client

This pipeline gives you clear visibility into who needs attention and where each opportunity stands.

Strategy 2: Generate Leads With GoHighLevel Funnels

The second strategy is about turning cold traffic into real leads with contact information you can follow up on. The playbook walks you through building a basic lead generation funnel.

Step 1: Create a Compelling Real Estate Offer

Your funnel needs an offer that motivates visitors to share their details. Examples include:

  • Free home valuation report
  • Local market trends guide
  • Investor deal list or hot sheet
  • Buyer or seller checklist

Pick one offer that is relevant to your niche and use it consistently across your campaigns.

Step 2: Build a Landing Page in GoHighLevel

Use the page builder or any equivalent tool to create a simple, focused landing page. The playbook recommends including:

  • A clear headline that states the benefit
  • Short copy that explains the offer
  • A simple opt-in form for name, email, and phone
  • Trust elements such as testimonials or experience

Make sure your call-to-action is obvious and aligned with your main offer.

Step 3: Connect Forms to Your CRM and Automation

After the form is submitted, ensure the contact:

  • Is automatically added to your pipeline
  • Receives a confirmation or thank-you message
  • Is tagged by source, campaign, or property interest
  • Is immediately placed into a follow-up sequence

This end-to-end setup allows you to turn website visitors into trackable real estate leads.

Strategy 3: Nurture Leads With GoHighLevel Campaigns

The third strategy in the playbook is nurturing. The goal is to turn cold or warm leads into ready-to-buy or ready-to-sell clients through helpful, consistent communication.

Step 1: Map Out a Simple Nurture Sequence

The source guide suggests using a series of messages instead of one-off communication. Your sequence could include:

  • Educational emails about the local market
  • Short SMS check-ins asking about goals and timelines
  • Links to property lists or relevant resources
  • Reminders to book a consultation call

Decide how many touches you want to send over a set timeframe, such as 14 or 30 days.

Step 2: Personalize Messages Based on Lead Type

The playbook emphasizes relevance. Separate your nurture flows by categories such as:

  • Buyer leads
  • Seller leads
  • Investors
  • Past clients and referrals

Use different language and offers for each segment to keep engagement high.

Step 3: Use Automation While Staying Human

Automated email and text campaigns inside your CRM save time, but the playbook encourages maintaining a human tone. You can:

  • Use the prospect’s name
  • Mention specific neighborhoods or price ranges
  • Invite them to reply directly with questions
  • Offer a quick call link as a next step

This balance helps you build trust without overwhelming your schedule.

Strategy 4: Close Clients Using GoHighLevel Follow-Up

The fourth strategy focuses on closing deals. At this stage, the lead is already engaged, and your goal is to guide them from interest to signed agreement.

Step 1: Track Hot Leads in the Pipeline

The playbook recommends updating pipeline stages consistently so you know who is closest to closing. Mark leads as:

  • Hot or high priority
  • Appointment scheduled
  • Offer pending
  • Contract signed

Use these stages to plan your daily outreach and meeting schedule.

Step 2: Use Structured Follow-Up Before Appointments

Before consultations or showings, send:

  • Appointment confirmation messages
  • Directions, property details, or zoom links
  • Short pre-meeting questionnaires about goals
  • Reminders on the day of the appointment

This preparation reduces no-shows and positions you as a professional guide.

Step 3: Remove Friction From the Decision

The playbook suggests making it easy for clients to move forward by:

  • Summarizing options and next steps in writing
  • Providing clear timelines for closing
  • Answering common objections proactively
  • Offering to coordinate with lenders, inspectors, or attorneys

When combined with consistent communication, this structure helps you close more real estate deals.

Strategy 5: Follow Up With Clients via GoHighLevel Workflows

The fifth strategy is about long-term follow-up. Most real estate consultants leave money on the table by treating a closed deal as the end of the relationship. The playbook shows how to stay in touch and generate repeat and referral business.

Step 1: Create a Post-Closing Follow-Up Plan

Outline communication for the first year after closing, such as:

  • Thank-you emails and texts immediately after closing
  • Check-ins at 30, 90, and 180 days
  • Annual home valuation or investment performance updates
  • Holiday or anniversary messages

Use your CRM to schedule these touches in advance.

Step 2: Ask for Referrals at the Right Time

The playbook recommends requesting referrals when clients are happiest, typically:

  • Shortly after a smooth closing
  • After you solve a problem quickly
  • When they express satisfaction with the property or deal

Use simple, direct language and make it easy to share your contact details.

Step 3: Keep Clients in a Long-Term Database

Tag all closed clients in your system so they stay in a dedicated list. Then, send:

  • Market updates and neighborhood news
  • Notices about rate changes, regulations, or opportunities
  • Invitations to webinars or local events

This kind of long-term follow-up creates a steady stream of repeat business and referrals.

Putting the GoHighLevel Playbook Into Action

To implement the real estate consultant playbook effectively, work through each strategy one at a time. Start by defining your ideal client and setting up a simple pipeline, then move on to building lead generation funnels, nurture sequences, closing systems, and long-term follow-up workflows.

If you want expert help implementing these processes in your agency or consulting business, you can learn more at Consultevo.

By following these five strategies and putting them into organized workflows, you will have a reliable system for attracting more clients, closing more deals, and staying top of mind in your real estate market using the principles outlined in the original GoHighLevel playbook.

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