🏡

GoHighLevel Tutorial for Real Estate Agents

Jan 6, 2025

GoHighLevel for Real Estate: Video Tutorial

Introduction

  • Purpose: Tutorial on using GoHighLevel for real estate professionals, including realtors, real estate agents, and investors.
  • Offer: 30-day free trial available with the provided link.

Setting Up GoHighLevel

  • Access: Start by accessing GoHighLevel and navigate to sub-accounts.
  • Creating Sub-Accounts:
    • Create a new sub-account.
    • Use snapshots (templates) based on industry, e.g., real estate.
    • Enter company name and address for the sub-account setup.
    • Save the account setup.

Managing Real Estate Operations

Account Management

  • Switch to the sub-account created for real estate.
  • Navigate using options on the left-side menu.

Websites and Templates

  • Sites: Customize from real estate-specific templates.
    • Options for real estate wholesaling.
    • Pre-made templates for customization.

Automations

  • Marketing Workflows:
    • New lead nurturing, appointment follow-ups, and long-term nurture.
    • Automated follow-ups and appointment rescheduling.

Opportunities Section

  • Pipelines: Manage leads with marketing pipelines.
    • Add and manage new opportunities (leads).
    • Input details like contact name, email, phone number.
    • Manage lead stages: New lead → Hot lead → Booking → Sale.
    • Request reviews post-sale.

Contact Management

  • Adding Contacts:
    • Add manually or import from Excel.
    • Map contact details like name, phone, email.
  • Utilizing Contacts:
    • Use imported contacts in the opportunities section.

Conversations

  • SMS Integration: Connect a number for sending messages.
  • Note: Separate tutorial available for setting up voice drop automation.

Conclusion

  • Recommendation: Highly recommend GoHighLevel for real estate agents.
  • Further Resources: Additional tutorials available.
  • Free Trial: Link available for starting a free trial.
  • Feedback: Encouragement to comment with questions or feedback.
  • Wrap-up: Thank viewers and mention upcoming videos.