Set Up HighLevel the Right Way & Start Winning More Listings, Buyers, and Referrals
TABLE OF CONTENTS
- Why This Playbook Matters
- Step 1: Get Found Online with Google & Local SEO
- Step 2: Automate Follow-Ups & Stop Losing Leads
- Step 3: Collect Reviews That Attract New Clients
- Step 4: Launch Small, High-Converting Ad Campaigns
- Step 5: Stay Top of Mind with Social Content
- Final Thoughts: Set Up, Automate & Scale
Why This Playbook Matters
You're great at selling homes, navigating negotiations, and closing deals—but staying top-of-mind with buyers and sellers takes more than just hustle.
Here’s the reality:
✅ 97% of homebuyers begin their search online.
✅ 75% of real estate leads go to the agent who follows up first.
✅ Referrals drive 50%+ of business for top-performing agents.
If you’re not showing up in local searches, automating your follow-ups, or collecting reviews, you’re losing listings to competitors who are.
This playbook shows you how to set up HighLevel step-by-step to automate your lead generation, follow-ups, social media, and reviews—so your brand works even while you’re at a showing.
Grow your Real Consultant Business - Sign Up Today with HighLevel
What You’ll Learn
✅ The 5 fastest ways to generate and convert buyer & seller leads.
✅ How to automate your outreach, showings, and appointment booking.
✅ How to boost your online presence and reputation with reviews.
✅ How to use HighLevel to do everything in one place—while you’re out closing deals.
Step 1: Get Found Online with Google & Local SEO
Why This Matters
When someone wants to buy or sell a home, they Google it first.
If you're not showing up in the top results, your competitors are.
✅ 85% of homebuyers use Google to find agents.
✅ Agents with 50+ Google reviews get 300% more inbound calls.
What To Do First
✅ Claim & Verify Your Google Business Profile (GBP)
If you're not listed, you're invisible. Set it up to appear in "real estate consultant near me" searches.
✅ Add Your Target Markets as Service Areas
Include neighborhoods, zip codes, and cities.
✅ Use a Call Tracking Number
Swap your number with a HighLevel tracking number to monitor which listings and sources generate leads.
✅ Automate Review Requests After Every Closing
Build credibility by collecting consistent Google and Facebook reviews.
✅ Post Weekly on GBP
Highlight recently sold homes, client wins, or open house events.
How to Set Up Google Business Profile
How to Set Up a Call Tracking Number
How to Automate Google Reviews
How to Optimize Your Google Business Profile
Step 2: Automate Follow-Ups & Stop Losing Leads
Why This Matters
Real estate leads go cold in minutes.
Agents who follow up in under 5 minutes see up to 9X more conversions.
✅ 75% of sellers work with the first agent they speak with.
✅ Agents who automate their pipeline close 40% more deals.
How to Set Up Chat Widget
What To Do First
✅ Enable Missed Call Text-Back
If you miss a call, HighLevel will instantly text the lead back so they stay engaged.
✅ Add a Smart Chat Widget to Your Website
Let buyers and sellers ask questions or schedule a consultation directly.
Setting up Missed Call Text Back
✅ Create Follow-Up Sequences for Buyers & Sellers
Send emails, texts, and reminders tailored to their journey—whether they’re browsing or actively buying.
Setting Up Recurring Follow Ups
✅ Use Booking Links for Home Consultations or Market Reviews
Eliminate back-and-forth scheduling with auto-updating calendars.
✅ Use AI to Respond 24/7
ConversationAI can handle FAQs like: “Is this home still available?”, “What’s the price per sq. ft?”, or “Can I get pre-approved?”
How to Set Up Ai-Powered HVAC Follow-Ups
How to Set Up Voice AI Agent
How to Set Up Conversation AI Agent
Step 3: Collect Reviews That Attract New Clients
Why This Matters
✅ 91% of buyers & sellers trust online reviews as much as personal referrals.
✅ Top-performing agents often have 100+ 5-star reviews.
What To Do First
✅ Send Review Requests Post-Closing
Use HighLevel to automatically trigger email/SMS review requests when a transaction closes.
✅ Direct Clients to Google, Zillow, and Facebook
More reviews = More trust = More inbound listings.
✅ Handle Negative Feedback Instantly
Get notified immediately of low-star reviews and resolve issues privately.
✅ Display Reviews on Your Website & Funnels
Let your past clients do the selling for you.
How to Automate Reviews & Reputation Management
Step 4: Launch Small, High-Converting Ad Campaigns
Why This Matters
Paid ads are a shortcut to filling your pipeline—if you run them smartly.
✅ 68% of sellers found their agent through Google or Facebook.
✅ Facebook ads for real estate average $7-$15 per lead.
How to Run Google LSA
How To Integrate LSA with HighLevel
What To Do First
✅ Run Facebook Lead Ads for Buyer & Seller Guides
Offer value (e.g., “Get Your Free Home Value Report”) in exchange for contact info.
✅ Use Retargeting Ads for Site Visitors & Past Leads
Remind potential clients who visited your site but didn’t book.
✅ Launch Google Local Services Ads (LSAs)
Show up at the top of search results and only pay for verified leads.
✅ Track Leads by Source Using Call Tracking Numbers
Know which campaigns are delivering results and optimize spend.
Setting Up Call Tracking Number Pool
How to Run Ads That Converts
Step 5: Stay Top of Mind with Social Content
Why This Matters
✅ 77% of buyers and sellers look up agents on social media.
✅ Consistent posting increases trust and builds local brand recognition.
How to Share your reviews on Social Media
What To Do First
✅ Use Social Media Planner to Schedule Weekly Posts
Share property tours, market updates, “just sold” listings, and behind-the-scenes.
How to Create a Blog for Real Estate Consultant
How to Set Up RSS Feed for Blogs
How to Set Up RSS Email Campaign
✅ Add Weekly Google Business Profile Posts
Keeps you active in local search.
✅ Post Client Testimonials & Video Walkthroughs
People trust agents they can see and hear from regularly.
✅ Repurpose Blogs & Email Campaigns Into Posts
Use AI tools inside HighLevel to help generate this content.
How to Analyze the Social Media & Content Strategy That Works
Final Thoughts: Set Up, Automate & Scale
Once you’ve completed this 5-step setup:
✅ You’ll rank higher in Google
✅ Capture more buyer/seller leads automatically
✅ Convert more inquiries into clients
✅ Get repeat referrals from past clients
✅ Run everything from one centralized platform
Your real estate business deserves systems that scale.
Don’t let another client slip through the cracks.
Set up your HighLevel account now and start closing more deals effortlessly.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article