Pipeline Pro: The Ultimate Getting Started Playbook for Real Estate Agents

5 Power Moves to Attract Leads, Win Listings & Grow Your Real Estate Business Fast

TABLE OF CONTENTS

• Step 1: Dominate Google Search & Attract Local Leads
  • Why It Matters
  • Real Estate Use Case Example:
  • First Actions:
• Step 2: Automate Lead Follow-Ups & Book More Consults
  • Why It Matters
  • Real Estate Use Case Example:
  • First Actions:
• Step 3: Automate Reviews & Build Referral Power
  • Why It Matters
  • Real Estate Use Case Example:
  • First Actions:
• Step 4: Launch Ads That Drive Real Conversations
  • Why It Matters
  • Real Estate Use Case Example:
  • First Actions:
• Step 5: Stay Consistent on Social (Without Doing It Manually)
  • Why It Matters
  • Real Estate Use Case Example:
  • First Actions:
• Final Thoughts: Your Real Estate Growth Starts Here

Why This Playbook Matters

You’re an expert at closing deals, hosting showings, and negotiating top dollar but how do you consistently bring in quality buyers and motivated sellers without burning out?

Most agents rely on referrals, pay-per-lead platforms, or inconsistent outreach.

But here’s the reality:

✅ 97% of home buyers begin their journey online
✅ 70% of sellers hire the first agent who follows up
✅ Agents with 50+ Google reviews appear in 2x more searches
✅ Speed + automation = more deals, more time, more profit

If you’re not ranking, not following up fast, or missing key operational systems — you’re already behind.

This HighLevel Playbook gives you the 5 foundational steps to attract more leads, respond faster, stay organized, and close deals consistently — without hiring a full team.

Grow Your Real Estate Brand — Sign Up with HighLevel Today

What You’ll Learn:

✅ How to dominate Google & get found by local buyers & sellers
✅ How to follow up instantly, even when you're at a showing
✅ How to turn happy clients into 5-star reviews and referrals
✅ How to run effective lead ads that book consults
✅ How to stay top of mind on social with zero manual work

Step 1: Dominate Google Search & Attract Local Leads

Why It Matters

92% of sellers search “realtor near me” before calling.
Agents with 50+ reviews and an optimized Google Business Profile get 2–3x more leads.

Real Estate Use Case Example:

Pain: Agent losing listings to competitors with stronger online presence
Solution: Optimized Google Business Profile + weekly automated posts from HighLevel

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

First Actions:

✅ Claim and fully optimize your Google Business Profile (GBP)
✅ List all areas/neighborhoods you serve to improve ranking
✅ Use HighLevel call tracking numbers to see which channels work
✅ Automate review requests after closings
✅ Schedule weekly updates to your GBP

Example Google Post:
"Just sold this 3-bed in Westfield — 6 offers in 48 hours. Thinking of selling? Let’s talk strategy."

Step 2: Automate Lead Follow-Ups & Book More Consults

Why It Matters

78% of leads go with the first agent who responds.
Follow-ups = listings.

How to Set Up Chat Widget 

Real Estate Use Case Example:

Pain: Leads from home value landing page go cold after no follow-up
Solution: Automated SMS/email follow-up + scheduling link powered by HighLevel

First Actions:

✅ Add a chat widget to your website and landing pages
✅ Activate Missed-Call Text-Back to recover leads instantly

Setting up Missed Call Text Back
✅ Use HighLevel booking links for buyer/seller consults
✅ Build follow-up automations triggered by form submissions, FB ads, or Zillow leads

Setting Up Recurring Follow Ups
✅ Use AI to auto-respond to buyer/seller FAQs and set appointments

Example Follow-Up SMS:
"Hi Sarah, thanks for requesting your home value! Want to go over the numbers on a quick call? Book here: [Link]"

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: Automate Reviews & Build Referral Power

Why It Matters

90% of buyers and sellers read online reviews before choosing an agent.
Reputation = authority.

Real Estate Use Case Example:

Pain: Happy clients, but no reviews or testimonials to show for it
Solution: Automated review requests via SMS/email after every closing

First Actions:

✅ Create a review workflow that sends automatically after deal closes
✅ Direct clients to leave reviews on Google, Zillow, and Facebook
✅ Get notified of any low ratings to fix before they go public
✅ Post 5-star reviews across social profiles and websites

Example Review Request:
"Congrats on the new home, Sarah! If you enjoyed working together, would you mind sharing a quick review? It helps a ton! [Link]"

How to Automate Reviews & Reputation Management

Step 4: Launch Ads That Drive Real Conversations

Why It Matters

Only 5–10% of your audience sees organic posts.
Targeted ads bring high-intent leads directly into your pipeline.

How to Run Google LSA
How To Integrate LSA with HighLevel

Real Estate Use Case Example:

Pain: Low listing inventory, no leads in sight
Solution: A $200 Facebook lead ad campaign offering free home valuations generates 12 leads in 6 days

First Actions:

✅ Launch Google Local Services Ads (LSA) for “Realtor near me” keywords
✅ Run Facebook Lead Ads offering home valuation or buyer list

How to Run Facebook Ads from HighLevel
✅ Use HighLevel to instantly sync leads with follow-up workflows

Setting Up Call Tracking Number Pool
✅ Enable retargeting ads to reach site visitors or past engagers

 How to Run Ads That Converts

Example Ad Copy:
"Wondering what your home is worth in today’s market? Get a free home value report in 24 hours — no obligations. [Book Now]"

Step 5: Stay Consistent on Social (Without Doing It Manually)

Why It Matters

Agents who post consistently stay top of mind and get 30% more repeat business.
But you can’t grow if you’re stuck writing posts all day.

How to Share your reviews on Social Media

Real Estate Use Case Example:

Pain: Client forgot who their agent was 6 months after closing
Solution: Weekly educational posts + market updates scheduled via HighLevel

First Actions:

✅ Schedule 3–5 posts/week with HighLevel’s Social Planner

How to Create a Blog for Real Estate Agent
How to Set Up RSS Feed for Blogs
How to Set Up RSS Email Campaign
✅ Use templates for: • Just listed/sold posts
• Market updates
• Tips for buyers & sellers
✅ Send monthly email newsletters with recent closings, reviews, and tips
✅ Reuse your best content across platforms automatically

How to Analyze the Social Media & Content Strategy That Works

Example Social Post:
"Market Update: Inventory’s down 12%, but prices are still holding strong. Thinking of buying or selling? DM me ‘HOME’ for a 1:1 consult."

Final Thoughts: Your Real Estate Growth Starts Here

This 5-step playbook sets the foundation for consistent real estate lead flow and client engagement — powered by automation and strategy.

✅ Rank on Google
✅ Respond faster
✅ Build a reputation engine
✅ Run high-converting ads
✅ Stay visible on social with zero stress

Your Next Steps:

✅ Claim your Google Business Profile & connect HighLevel call tracking
✅ Set up lead follow-up workflows for buyer & seller funnels
✅ Turn every closing into 5-star reviews and referrals
✅ Run ads that drive consult bookings, not just clicks
✅ Automate your content posting and keep showing up consistently

Want to turn real estate chaos into a repeatable client machine?
Start with HighLevel now and start closing more, faster.