GoHighLevel Configuration Sprint
Home Solutions TT
Complete GHL subaccount setup for Trinidad's leading residential developer. Focus cluster: First-Time Homebuyers. Pipeline: Real Estate.
Industry: Residential Real Estate Development Pipeline Type: Real Estate Bot Role: Qualification & Booking Language: English
8
Phases
15
Artifacts
13
Workflows
0

Discovery & Strategy

Cluster selection, pipeline template, bot role definition

Ready
📖 Read the full Strategy Brief in the artifact linked below.
🎯 Strategy Brief Summary

Brand: Home Solutions TT — Trinidad's most trusted residential developer since 2003.

Core Truth: They don't sell apartments — they sell the dignity of ownership for Trinidad's middle class, backed by 22 years of proof and 1,700 homes delivered.

Bot Role: First-Time Homebuyer Qualification & Site Visit Booking — qualify leads from Facebook/Instagram ads, capture buyer preferences and budget, address financing concerns, and book site visits.

Key Differentiators: Full vertical integration, 22-year track record, 7+ banking partners, TTMF 2% fixed rate financing.

📄 View Full Strategy Brief

🏡 Focus Cluster: The Aspiring Owner (First-Time Homebuyers)

Priority: HIGHEST — largest addressable pool

Target Projects: EastLake North, City Heights, North Hills Phase II

Demographics: Ages 28–42, middle-income professionals/couples, $8K–$18K TTD/month

Wants: Stop renting, security for family, pride of ownership, achievable financing

Fears: Developer abandons project, mortgage rejection, quality not matching renders

Convinces: Real resident testimonials, completed community photos, down payment breakdown

Secondary: The Smart Investor

Priority: HIGH — faster decision cycle, often multiple units. Targets Q Building, Lotus, City Heights.

Needs ROI data, rental comps, developer credibility. Uses different bot messaging path.

Pipeline: Real Estate
New Inquiry → Pre-qualified → Tour Scheduled → Offer/Proposal → Under Contract → Won | Lost

Bot handles: New Inquiry → Pre-qualified → Tour Scheduled. Human handles stage 4+.

1

Account Foundation

Brand kit, tags, integrations, domain DNS

Artifacts Ready
Brand Kit Configuration
SettingValue
Brand NameHome Solutions TT
Primary Color#0a9444
Secondary Color#3a3a3c
Headline FontFraunces (serif)
Body FontManrope (sans-serif)
Websitehttps://homesolutionstt.com
Phone(868) 623-2257
TimezoneAmerica/Port_of_Spain

🎨 View Brand Kit Preview

Tags Library Summary

26 tags organized across 6 categories:

CategoryTags
Sourcesource-facebook, source-instagram, source-whatsapp, source-website, source-referral, source-diaspora
Pipelinenew-inquiry, pre-qualified, tour-scheduled, offer-received, under-contract, closed-won
DQdq-budget-too-low, dq-wrong-location, dq-no-decision-maker, dq-just-browsing, dq-already-owns
Bot Eventsbot-started, bot-qualified, bot-disqualified, bot-transfer-human, bot-conversation-ended
Projectproject-eastlake, project-qbuilding, project-cityheights, project-northhills, project-lotus, project-eighteenmoka
Workflowia-disqualified, ia-nurture, ia-no-response-24h, ia-no-response-3d, ia-no-response-5d, ia-meeting-confirmed, ia-meeting-attended, ia-meeting-no-show

🏷️ View Full Tags Map

Integrations Checklist
IntegrationStatusNotes
WhatsApp BusinessPendingPrimary messaging channel for T&T
Google CalendarPendingSite visit booking sync
Facebook & InstagramPendingAd lead capture + messaging
Gmail / SMTPPendingEmail sending for sequences
LinkedInPendingEighteen Moka luxury targeting
Google Business ProfilePendingLocal presence
2

Data Architecture

Custom fields, WhatsApp templates, calendar, business profile

Artifacts Ready
Custom Fields Summary

14 Contact Fields — captured during bot conversation

6 Opportunity Fields — pipeline tracking + attribution

TypeKey Fields
Contact Infoname, email, phone, preferred_project
Qualificationbudget_range, buyer_type, purchase_timeline, financing_interest
Bookingsite_visit_date, site_visit_time, investor_interest
Systembot_status, disqualification_reason, bot_conversation_summary
Opportunitypipeline_stage_entered, proposal_value, expected_close_date, deal_source

📊 View Full Fields Table

WhatsApp Templates (6 Templates)
TemplatePurpose
site_visit_confirmationConfirm booked site visit with date/time/location
followup_24hFirst follow-up after no reply (24h)
followup_3dFollow-up Day 3 with community updates + TTMF rate
followup_5dFinal re-engagement check-in
post_tour_thank_youPost-visit thank you with next steps
meeting_reminder24h reminder before scheduled tour

💬 View All WhatsApp Templates

Calendar Configuration
CalendarTypeDurationAvailabilityAssigned To
Site VisitsRound-robin60 minMon–Fri 10–4, Sat 10–126 Sales Reps
Investor CallsFixed45 minMon–Fri 10–3Anabella Dini

👥 View Full Calendar Config

Business Profile Settings

17-step GHL Business Profile configuration ready for copy-paste.

🏢 View Business Profile Settings

3

Pipeline & Imports

Pipeline stages, bot-to-stage mapping, Labs configuration

Artifacts Ready
Pipeline: Home Solutions TT Pipeline

Pipeline Type: Real Estate

New Inquiry 10% → Pre-qualified 25% → Tour Scheduled 50% → Offer/Proposal 65% → Under Contract 85% → Won | Lost

📋 View Full Stage Map

Bot to Pipeline Stage Mapping
Bot PhasePipeline StageMovement Trigger
Phase 0 — GreetingNew InquiryContact created via form/WhatsApp/ad
Phases 1–5 — QualificationPre-qualifiedBudget + buyer type + timeline captured
Phase 6 — BookingTour ScheduledCalendar booked → STOPBOT
DQ A–ELostDQ workflow fires

🔄 View Bot → Pipeline Map

4

AI Agent Bot

Personality, objective, full flow, actions, knowledgebase

Artifacts Ready
🧠 Personality (Copyable Prompt)
You are Home Solutions TT Sales Assistant, a virtual sales assistant for Home Solutions TT — Trinidad's leading middle-class residential developer. Your goal: First warm contact, identify buyer needs, qualify the lead, and book a site visit. Key traits: - Tone: Warm, trustworthy, aspirational, never pushy. Speak to working/middle-class T&T families with respect. - One question at a time. No rambling. - Never mention being a bot or AI. - If you have {{contact.name}}, use it. - If the user goes off-topic, redirect back to home buying. GOLDEN RULE: Never make price promises — always say "starting from" or "approximately". Never guarantee financing approval. Never disparage competitors. Always mention completed communities when trust is questioned.
🎯 Objective (Copyable Prompt)
🎯 Goal (Primary Objective) Your mission is FIRST to qualify the first-time homebuyer (budget, type, timeline, financing interest) and SECOND to book a site visit. Success structure: 1. Greeting & Data: Get Name/Email/Phone 2. THE FILTER: Ask which community interests them 3. Specific Diagnosis: Budget, buyer type, timeline, financing 4. Book: Concrete date and time for the site visit 5. Exit command Exit Commands: - Tour booked → STOPBOT_TOUR_SCHEDULED - Disqualified → STOPBOT_DESCALIFICADO - Transfer → TRANSFER_TO_HUMAN
📋 Full Conversation Flow

6 qualification pasos + 5 DQ types + investor sub-flow. See the full artifact for all prompts.

💬 View Full Conversation Flow

🤖 View Full Bot Agent Summary

⚙️ AI Agent Actions (6 Actions)
ActionDescription
1 — CalendarBook site visit (60min, round-robin to 6 sales reps)
2 — WorkflowsTrigger meeting booked / disqualified workflows
3 — Field Mappings10 fields mapped with instructions + 3 example outputs each
4 — Stop Bot3 stop phrases: Tour scheduled, Disqualified, Investor call
5 — Transfer to HumanOff-topic / DQ-C / explicit "talk to human" requests
6 — Follow-up2h + 22h WhatsApp check-in messages

⚙️ View All Actions

🧠 Knowledgebase Configuration

3 Knowledge Areas:

  1. Website Scrape — homesolutionstt.com (13 pages)
  2. FAQ Document — 12 questions covering pricing, financing, security, diaspora buying
  3. Marketing Brain Upload — Full brand strategy HTML document

🧠 View Knowledgebase Content

5

Marketing Channels

Social media connections, email templates

Artifacts Ready
Social Media Channels
ChannelHandle / URLPrimary Use
Facebookfacebook.com/homesolutionsttFirst-time buyer ads, community updates
Instagram@homesolutionsttVisual content, Reels, lifestyle
WhatsApp Business(868) 623-2257Primary communication channel (T&T #1)
LinkedInHome Solutions TTEighteen Moka luxury, B2B, investor
Websitehttps://homesolutionstt.comLanding pages, knowledgebase source
Email Templates (4 Sequences)
EmailTimingPurpose
Follow-up Day 3Day 3Curiosity → Proof — share HS differentiators
Follow-up Day 5Day 5Trust + Social Proof — testimonials + community stats
Follow-up Day 15Day 15Re-engagement / Final Push — urgency + opt-out
Post-Tour Follow-upAfter visitThank you + next steps + brochure download

📧 View All Email Templates

6

Automation Engine

13 workflows with triggers, conditions, and actions

Artifacts Ready
Workflow Overview
#WorkflowTrigger
1Bot Books MeetingBot Action: Move to Opportunity
2Bot Disqualifies LeadBot Action: Descalificados
3Disqualified (System Update)Stage changed to Lost + tag "ia-disqualified"
4No Reply 24h (Follow-up Day 1)24h timer + bot-started tag present
5No Reply 3d (Follow-up Day 3)72h timer + ia-no-response-24h tag
6No Reply 5d (Follow-up Day 5)120h timer + ia-no-response-3d tag
7Tour ConfirmedCalendar event created
824h Before Tour ReminderTimer 24h before event
9Tour Completed (Post-Tour)Calendar event marked Completed
10Tour No-Show30min past event, not completed
11Re-engagement ("YES" reply)Keyword "YES" detected
12Investor Call BookingInvestor calendar event created
13Referral Program TriggerKeyword "referral" detected

🔧 View Full Workflow Templates

7

Assets & Go-Live

Landing page, DNS configuration, launch checklist

Artifacts Ready
Landing Page Mockup

A self-contained responsive landing page for lead capture with:

  • Hero section with brand stats (1,700+ homes, 16 communities, 22 years)
  • Lead capture form (name, email, phone, community, budget)
  • Social proof section (trust, financing, security)
  • WhatsApp CTA prominently displayed
  • Brand-colored (primary green #0a9444 + dark #3a3a3c)
  • Form fields map to bot's first questions for seamless handoff

🏠 View Landing Page Mockup

DNS Configuration

Configure these DNS records in your domain provider (e.g., GoDaddy, Namecheap) for GHL email sending + tracking domain.

Record TypeName/HostValueSource
MX@Copy from GHL Settings → DomainsGHL Dashboard
TXT (SPF)@Copy from GHL Settings → DomainsGHL Dashboard
TXT (DKIM)[selector]._domainkeyCopy from GHL Settings → DomainsGHL Dashboard
CNAMEtrackingCopy from GHL Settings → DomainsGHL Dashboard

⚠️ DNS values are generated by GHL after you add the domain in Settings → Domains. Copy each value from there.

🚀 Go-Live Checklist
  • Brand Kit uploaded (colors, fonts, logo)
  • All custom fields created (14 contact + 6 opportunity)
  • All 26 tags created in GHL
  • Pipeline stages configured (5 custom stages + Won/Lost)
  • WhatsApp templates created and approved by Meta
  • Email templates created
  • Calendars configured (Site Visits + Investor Calls)
  • Business Profile settings completed
  • AI Agent Bot configured (Personality + Objective + Full Flow)
  • AI Agent Actions configured (all 6)
  • Knowledgebase content uploaded (3 areas)
  • All 13 workflows created and tested
  • Social channel connections set up
  • DNS records configured at domain provider
  • Landing page deployed and forms connected
  • Team members added with correct permissions
  • Integrations connected (WhatsApp, Google Calendar, etc.)
  • Test lead submitted — verify bot responds correctly
  • End-to-end flow tested: form → bot → qualify → book → notify

Home Solutions TT — GHL Sprint Dashboard v2

Generated June 16, 2026