GoHighLevel Funnel, CRM & AI Automation System

Homefront Solutions

Real Estate Investor Funnel, Seller Lead Capture, CRM Automation, Live Chat, AI Assistant and Source Tracking

 

Project Overview

Homefront Solutions required a complete GoHighLevel / REI Reply system to capture motivated seller leads, manage them inside the CRM, automate follow-up, support website visitors through live chat, and track lead sources from social media campaigns.

The project involved building and configuring a seller-focused website/funnel, connecting the cash offer form to the CRM, creating a structured seller lead pipeline, setting up automation workflows, improving email deliverability, adding live chat, training an AI assistant, and implementing Facebook/Instagram UTM source tracking.

The objective was to create a reliable lead management system that captures seller information, organizes leads automatically, reduces manual follow-up, improves response time, and gives the client better visibility into where each lead comes from.

The Challenge

Homefront Solutions needed a centralized system capable of:

• Capturing motivated seller leads from the website
• Collecting property and contact details
• Creating or updating CRM contacts automatically
• Adding leads to the correct seller pipeline
• Tracking lead source from website, Facebook and Instagram
• Sending internal notifications
• Sending confirmation emails to leads
• Triggering instant response and follow-up workflows
• Stopping follow-up when a customer replies
• Identifying hot seller leads
• Adding live chat support to the website
• Training an AI assistant for seller lead qualification
• Handing conversations over to a human when needed
• Improving email deliverability
• Testing the complete lead flow before delivery

Lead Flow 

Website / Social Media Ad

→ Cash Offer Form or Live Chat

→ CRM Contact

→ Seller Lead Tag

→ Source Tracking

→ Seller Pipeline Opportunity

→ Email / SMS Follow-Up

→ AI Assistant or Human Handover

Solution Delivered

The completed GoHighLevel implementation included:

• One seller-focused website/funnel
• One cash offer lead capture form
• One seller lead management pipeline
• Custom CRM fields for seller/property information
• Tags for lead type and source tracking
• Facebook and Instagram UTM tracking
• Form-to-CRM automation
• Opportunity creation automation
• Internal notification setup
• Confirmation email setup
• Email deliverability improvement
• Instant response workflow
• No-response follow-up workflow
• Customer replied / stop follow-up workflow
• Hot lead logic/alert
• Live chat widget setup
• AI assistant setup and training
• Knowledge base and bot goals
• Conversation summary setup
• Human handover setup
• End-to-end testing and validation

Custom Seller Lead Pipeline

A structured seller leads pipeline was created to track each opportunity from initial lead capture through follow-up and qualification.

Pipeline structure included stages such as:

• New Lead
• Contacted
• No Response
• Qualified Seller
• Appointment Booked
• Offer Made
• Follow Up
• Under Contract
• Closed
• Dead / Not Fit

This pipeline allows the client to track where each seller lead stands and manage follow-up more clearly.

Completed Workflows

The following workflows were configured and tested:

• Website Lead Capture
• Contact Create / Update
• Opportunity Creation
• Internal Notification
• Confirmation Email
• New Lead Instant Response
• Customer Replied – Stop Follow-Up
• No Response Follow-Up
• Hot Lead Alert / Logic
• UTM Source Tracking

1. Website Lead Capture Workflow

This workflow handles new seller leads submitted through the website cash offer form.

Trigger:
Cash offer form submitted.

Key actions:

• Creates or updates the contact in the CRM
• Adds the seller lead tag
• Adds the website source tag by default
• Saves property and seller details into custom fields
• Creates an opportunity in the seller leads pipeline
• Sends an internal notification to the team
• Sends a confirmation email to the lead

Outcome:
Every website form submission is automatically captured, organized, and added to the seller pipeline for follow-up.

2. New Lead Instant Response Workflow

This workflow sends an immediate response after a new seller lead is captured.

Trigger:
New seller lead created from the website form.

Key actions:

• Waits briefly after the lead is captured
• Sends an instant response message to the lead
• Adds a tracking tag showing the instant response was sent
• Adds a note to the contact record

Outcome:
New leads receive a quick response, helping reduce response delay and improve engagement.

3. Customer Replied – Stop Follow-Up Workflow

This workflow stops the no-response follow-up sequence when a lead replies.

Trigger:
Customer replies to a message.

Key actions:

• Adds a responded tag
• Removes the no-response tag if present
• Updates the opportunity stage to contacted
• Removes the lead from the no-response follow-up workflow
• Adds a note to the contact record

Outcome:
Leads who respond are not sent unnecessary follow-up messages.

4. No Response Follow-Up Workflow

This workflow follows up with leads who do not reply after the initial response.

Trigger:
Instant response sent to a new seller lead.

Key actions:

• Waits before sending follow-up messages
• Checks whether the lead has already responded
• Sends timed follow-up messages if there is no response
• Stops automatically if the lead replies
• Adds a no-response tag if the lead remains inactive
• Updates the opportunity stage if needed

Outcome:
Unresponsive leads are followed up with automatically without requiring manual tracking.

5. Hot Lead Alert Workflow

This workflow identifies higher-priority seller leads based on urgency or selling timeline.

Trigger:
New lead submitted with high-intent information, such as ASAP or short selling timeline.

Key actions:

• Checks the lead’s selling timeline or motivation
• Adds a hot lead tag when applicable
• Updates the lead source or qualification status
• Sends an internal alert to the team

Outcome:
Urgent seller leads can be prioritized for faster follow-up.

6. UTM Source Tracking Workflow

This workflow tracks whether a lead came from Facebook, Instagram, or the regular website.

Trigger:
Cash offer form submitted.

Key actions:

• Checks the UTM Source field
• If the lead came from Facebook, applies the source - facebook tag
• If the lead came from Instagram, applies the source - instagram tag
• If no UTM source exists, keeps the lead as source - website
• Removes duplicate/conflicting source tags when needed
• Updates the Lead Source custom field

Outcome:
The client can identify where each lead came from inside the CRM.

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7. Live Chat / Human Handover Flow

This workflow-style setup handles visitors who request direct human support through live chat.

Trigger:
Visitor asks for a call, asks to speak with someone, or requests human support.

Key actions:

• Detects human handover intent
• Transfers the conversation to the team
• Stops the assistant from continuing unnecessarily
• Keeps the conversation visible inside the Conversations inbox

Outcome:
Website visitors are not left hanging when they need direct help from a real person.

8. AI Assistant Qualification Flow

The AI assistant was trained to support seller lead qualification through live chat/conversation.

Trigger:
Visitor starts a qualified seller-related conversation.

Key actions:

• Asks one question at a time
• Collects property address
• Collects reason for selling
• Collects property condition
• Collects occupancy status
• Collects selling timeline
• Collects asking price or expected price
• Asks for the best time for a call
• Avoids making guaranteed cash offer promises

Outcome:
The assistant helps qualify seller leads before human follow-up.