GHL Replication Build Plan
Pipeline Pro Tools Replacement

Create a real estate pipeline with stages: New Lead, Contacted, Appointment Set, Under Contract, Closed. Add custom fields for lead source, property type, and price range. This replaces PPT's Leads CRM.

Set up a GHL phone number. Create an inbound SMS keyword trigger (e.g., "HOMES") in Workflows. Add an auto-reply, create contact, and assign to pipeline stage. Clone this template for each additional keyword the agent needs.

Set up LC Phone call tracking numbers — one per lead source. Configure call routing (forward to agent's cell), enable call recording, and set up voicemail drop. Tag inbound calls by number so source attribution shows on the contact record.

Build a GHL form with fields: address, price, beds/baths, photo URL, listing URL. This is the manual entry point that feeds listing data into workflows. Link it to an internal GHL page the agent bookmarks.

In GHL's funnel builder, create 4 review/lead page templates: Google Review Request, Yelp Review Request, Facebook Review Request, and Zillow Review Request. Build one master, clone and adjust for the others.

Create a GHL workflow triggered when a contact moves to the "Closed" pipeline stage. Sequence: wait 3 days, send SMS with Google review page link, wait 5 days, send email with Yelp/Facebook links.

Add UTM parameters and GHL tags to each lead source (SMS keyword, phone number, lead page). Every contact entering GHL gets tagged by source automatically. This is the data layer that makes the Phase 3 dashboard meaningful.

Build a custom GHL dashboard with: total leads (30 days), leads by source using tags from Phase 2, pipeline stage distribution, and a monthly goal widget. Set as the default view so it's the first thing the agent sees at login.

Set up a GHL Communities group or password-protected funnel page to host the 17 lead gen strategy guides. Convert the top 3-4 playbooks into actual GHL workflow templates so the strategy executes automatically, not just documented.

Create a separate "FSBO" pipeline in GHL. Build a multi-touch drip: Day 1 SMS intro, Day 3 email with value, Day 7 follow-up call task, Day 14 re-engage SMS. Attach the FSBO script as a note template agents can pull up during calls.

The listing input form from Phase 1 triggers this workflow. When submitted: GHL AI Content generates the Facebook Marketplace ad copy using listing fields, sends it to the agent via SMS/email for review, then creates a Social Planner post draft. Agent approves and posts to Marketplace.

Build a multi-step GHL funnel: Step 1 — enter sale price, commission %, brokerage split. Step 2 — display calculated gross commission, broker split, and agent net. Embed as a tool page on the agent's GHL website.

Keep a Google Sheet for income/expense tracking. Set up a Zapier webhook: when a GHL contact moves to "Closed," push deal data (price, commission, date, agent name) to the Sheet automatically. GHL drives the trigger; the Sheet is the financial ledger.