GoHighLevel Real Estate Pipeline Guide

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How to Build a Full Real Estate Pipeline in GoHighLevel

Using tools like ClickUp for project management and GoHighLevel for client acquisition gives real estate consultants a powerful way to organize leads, follow up, and close deals. This how-to guide walks you through setting up the complete real estate consultant pipeline inside GoHighLevel so you can capture, nurture, and convert prospects with a consistent, repeatable system.

The steps below are based on the Real Estate Consultant Ad Blueprint and are adapted from the original help documentation found on the GoHighLevel support article.

Overview: Why Use GoHighLevel for Real Estate Pipelines

Real estate consultants need a predictable way to turn ad traffic into booked appointments and closed transactions. A properly configured GoHighLevel pipeline allows you to:

  • Capture leads from ads and landing pages automatically
  • Qualify and segment buyers and sellers
  • Automate follow-up with texts, emails, and calls
  • Track opportunities from new lead to closed deal
  • Standardize your onboarding and consultation processes

This guide focuses on translating the Real Estate Consultant Ad Blueprint into a working pipeline inside GoHighLevel.

Step 1: Plan Your Real Estate Sales Stages in GoHighLevel

Before you touch any settings, map out the stages of your consulting process. The Real Estate Consultant blueprint typically includes stages such as:

  • New Lead
  • Contacted
  • Qualified Buyer or Seller
  • Consultation Booked
  • Consultation Completed
  • Agreement Signed
  • Active Client
  • Closed / Won
  • Closed / Lost

Write down what must happen for a lead to move from one stage to the next. This will guide your GoHighLevel automation and workflows.

Step 2: Create the Real Estate Pipeline in GoHighLevel

Now you can build the actual opportunity pipeline inside GoHighLevel.

  1. Navigate to the location where you manage your real estate account.

  2. Go to the Opportunities or Pipelines area in the GoHighLevel settings.

  3. Create a new pipeline named something like Real Estate Consultant Pipeline.

  4. Add your stages in order, matching the blueprint steps you outlined earlier.

Keep stage names short and action-focused. This will make your GoHighLevel opportunity view easier to manage at scale.

Step 3: Connect Your Ads and Forms to GoHighLevel

The Real Estate Consultant Ad Blueprint assumes you are running traffic from platforms like Facebook or Google to a dedicated landing page. To have every inquiry show up in your new pipeline, connect your lead sources directly to GoHighLevel.

Connect Landing Pages and Forms to GoHighLevel

  1. In GoHighLevel, create or edit the funnel or website used for your real estate ads.

  2. Add an opt-in or application form that collects at least:

    • Name
    • Email
    • Phone
    • Buyer or seller status
    • Location and property preferences

  3. Ensure the form is mapped to GoHighLevel contact fields so each new submission creates a contact record.

  4. In the form or funnel settings, enable Create Opportunity and assign it to your Real Estate Consultant Pipeline in the appropriate first stage (for example, New Lead).

Once this is set up, every new form fill from your real estate ad campaigns will automatically appear as an opportunity in GoHighLevel.

Connect Ad Platforms to GoHighLevel

If you use native lead forms on Facebook or other platforms, integrate them so they also create opportunities.

  1. Navigate to the integrations section in your GoHighLevel account.

  2. Connect your Facebook or other ad accounts.

  3. Map each ad form to the correct GoHighLevel form or pipeline.

  4. Test a submission to confirm that new leads flow into the correct stage in your pipeline.

Step 4: Build Automated Nurture Sequences in GoHighLevel

Real estate prospects often need several touchpoints before they are ready to book a consultation. The Real Estate Consultant Ad Blueprint uses automated nurture to increase show-up rates and conversions. GoHighLevel helps you do this with workflows and campaigns.

Create an Immediate Follow-Up Workflow in GoHighLevel

  1. Go to Workflows in GoHighLevel.

  2. Create a new workflow triggered by Form Submitted or New Opportunity in your Real Estate Consultant Pipeline.

  3. Add steps to:

    • Send a welcome email introducing your real estate consulting service
    • Send an SMS thanking them for their interest and offering a quick reply option
    • Create a task or reminder to call high-value leads

  4. Optionally, use conditional logic to send different messages to buyers vs. sellers.

Set Up Long-Term Nurture in GoHighLevel

For leads who do not immediately book a consultation, use an extended nurture sequence.

  1. Create a separate workflow in GoHighLevel that starts after a short delay (for example, 1–3 days after the first contact).

  2. Add a series of emails and texts that deliver:

    • Market updates
    • Case studies or testimonials
    • Educational content on buying or selling
    • Calls-to-action to schedule a consult

  3. Include wait steps between messages (several days apart) to avoid overwhelming the lead.

  4. Set conditions to remove someone from the sequence once they book a consultation or move to a later stage in the pipeline.

Step 5: Automate Appointment Booking and Reminders in GoHighLevel

A core part of the Real Estate Consultant pipeline is turning nurtured leads into booked consultations that actually show up. GoHighLevel calendars and reminders are essential for this step.

Configure Your Real Estate Calendar in GoHighLevel

  1. Open the Calendars section in your GoHighLevel account.

  2. Create a calendar specifically for real estate strategy calls or consultations.

  3. Set your availability, call duration, and buffer times.

  4. Connect it to your personal calendar if needed to prevent double-booking.

  5. Link this calendar to your funnel or confirmation pages so prospects can book directly.

Set Up Appointment Reminders in GoHighLevel

  1. In GoHighLevel, open the workflow tied to appointment bookings.

  2. Use the Appointment Status trigger to start reminder sequences.

  3. Add reminder steps such as:

    • SMS 24 hours before the meeting
    • Email with Zoom or meeting details
    • Final SMS 1–2 hours before the call

  4. Optionally, send a confirmation request asking the lead to reply “YES” to confirm. Use this to gauge show-up probability.

Step 6: Move Opportunities Through the GoHighLevel Pipeline

Once your automations are functioning, you will actively manage leads in the GoHighLevel opportunity view. The Real Estate Consultant blueprint becomes practical when you consistently update stages.

Daily Pipeline Management in GoHighLevel

  • Review new opportunities in the first stage and prioritize callbacks.
  • Drag-and-drop contacts into the Contacted or Qualified stages once you connect.
  • Move opportunities to Consultation Booked when they schedule an appointment.
  • After each call, update the opportunity to Agreement Signed, Active Client, or the appropriate closed status.

Consistent updating allows GoHighLevel reports to accurately show where deals are stalling and which parts of your real estate funnel need optimization.

Step 7: Track Results and Optimize Your GoHighLevel Pipeline

The Real Estate Consultant Ad Blueprint is designed for continuous improvement. Use GoHighLevel analytics to understand which ads, pages, and stages perform best.

Key Metrics to Monitor in GoHighLevel

  • Number of new leads created per day or week
  • Conversion rate from lead to consultation booked
  • Show-up rate for consultations
  • Close rate from consultation to signed client
  • Average time in each pipeline stage

Adjust your messaging, follow-up timing, and offers based on these metrics. For example, if many leads stall in the Contacted stage, refine your scripts and SMS sequences in GoHighLevel to better communicate your value as a real estate consultant.

Resources and Next Steps

To deepen your implementation of this real estate pipeline system, review the original GoHighLevel help article here: Full Pipeline: The Real Estate Consultant’s Ad Blueprint for Consistent Closings.

If you want expert help tailoring this GoHighLevel setup to your niche or integrating it with a broader marketing strategy, you can learn more at Consultevo.

By following the steps in this guide and leveraging the Real Estate Consultant blueprint inside GoHighLevel, you will have a structured, trackable system for turning advertising spend into consistent real estate consulting closings.

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