Creating a Real Estate Growth Snapshot

Mark Baratto · 2026-08-11T15:57:05.288Z

I’m putting together a new Real Estate Growth Snapshot for HighLevel and I’d love some feedback from the people who would actually use it. The goal is to give Realtors a strong starting point instead of having to build everything from scratch. Right now, the snapshot includes things like: Lead magnet landing page + thank-you page CRM pipeline for tracking leads through consultation, offer, won/lost, and reactivation Lead nurture, appointment reminders, no-show recovery, missed-call text-back, onboarding, review, referral, and reactivation workflows Appointment calendar Conversation AI for lead qualification and booking Voice AI inbound receptionist for answering and booking calls Community / membership portal Free resource library for client training, templates, replays, etc. Optional Plans & Pricing page with example implementation and monthly support offers Example products and payment/subscription workflows Forms for lead capture and applications Custom Values so the snapshot can be easily customized to the coach’s business One thing I’ve been thinking about a lot while building this is that many Realtors already know how to build CRM, automation, AI, follow-up, onboarding, and other systems inside HighLevel, but may not be thinking of that experience as another service they can sell to their own clients . So I’m trying to make the snapshot useful for both: 1. Running your own Real Estate business (brokers & agents) 2. Giving you examples of services you could potentially package and sell. What am I missing? If you’re a Realtor or Broker what would you want included in a snapshot like this that would save you time or help you grow? Drop it below. I’m actively building this now and would love to incorporate real feedback before we finish it.

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