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Real Estate
Real Estate Playbook: GHL Snapshot, Templates, and AI Agents
October 1, 2025
9 min read
By Sales Logistix Editorial Team
Here’s the simple system we set up for real estate teams using GoHighLevel (GHL) to close more listings with less stress.
Top Pain Points (from agents on Reddit and FB groups)
- Leads go cold fast when no one replies in 5 minutes
- Too many no-shows for showings
- Manually moving deals between spreadsheets and apps
GHL Snapshot to Use
"Real Estate Snapshot" (subaccount template) with: pipelines for Buyer/Seller, calendar for showings, lead capture forms, and follow-up workflows.
Workflows That Do the Heavy Lifting
- Speed-to-Lead (SMS + Email): instant reply with a booking link and 2 follow-ups in 24 hours
- Showing Reminder: 24h and 2h reminders with map + parking tips; reschedule link
- After-Showing Nurture: asks for feedback, offers similar listings, alerts agent on hot interest
- Past Client Touches: quarterly check-ins + annual CMA offer
AI Agents
- AfterHours Voice Agent: answers property questions, screens buyers, books showings
- Website Chat: guides to listings, qualifies and books tours
Results You Can Expect
- 3x faster response = big lift in contacts and appointments
- 30–50% fewer no-shows with reminders and easy rescheduling
- More referrals from steady past-client touches
Sources
- Lead Response Management (Oldroyd et al.) — speed-to-lead impact
- CallRail Call Trends — missed call behavior
Ready to Transform Your Business?
See how TopofMind.AI can help you implement the strategies discussed in this article
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