Home Solutions TT — GHL Sprint Dashboard

0

Discovery & Strategy

Cluster selection, pipeline template, bot role definition

Ready

🎯 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

Setting	Value
Brand Name	Home Solutions TT
Primary Color	#0a9444
Secondary Color	#3a3a3c
Headline Font	Fraunces (serif)
Body Font	Manrope (sans-serif)
Website	https://homesolutionstt.com
Phone	(868) 623-2257
Timezone	America/Port_of_Spain

🎨 View Brand Kit Preview

Tags Library Summary

26 tags organized across 6 categories:

Category	Tags
Source	source-facebook, source-instagram, source-whatsapp, source-website, source-referral, source-diaspora
Pipeline	new-inquiry, pre-qualified, tour-scheduled, offer-received, under-contract, closed-won
DQ	dq-budget-too-low, dq-wrong-location, dq-no-decision-maker, dq-just-browsing, dq-already-owns
Bot Events	bot-started, bot-qualified, bot-disqualified, bot-transfer-human, bot-conversation-ended
Project	project-eastlake, project-qbuilding, project-cityheights, project-northhills, project-lotus, project-eighteenmoka
Workflow	ia-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

Integration	Status	Notes
WhatsApp Business	Pending	Primary messaging channel for T&T
Google Calendar	Pending	Site visit booking sync
Facebook & Instagram	Pending	Ad lead capture + messaging
Gmail / SMTP	Pending	Email sending for sequences
LinkedIn	Pending	Eighteen Moka luxury targeting
Google Business Profile	Pending	Local 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

Type	Key Fields
Contact Info	name, email, phone, preferred_project
Qualification	budget_range, buyer_type, purchase_timeline, financing_interest
Booking	site_visit_date, site_visit_time, investor_interest
System	bot_status, disqualification_reason, bot_conversation_summary
Opportunity	pipeline_stage_entered, proposal_value, expected_close_date, deal_source

📊 View Full Fields Table

WhatsApp Templates (6 Templates)

Template	Purpose
site_visit_confirmation	Confirm booked site visit with date/time/location
followup_24h	First follow-up after no reply (24h)
followup_3d	Follow-up Day 3 with community updates + TTMF rate
followup_5d	Final re-engagement check-in
post_tour_thank_you	Post-visit thank you with next steps
meeting_reminder	24h reminder before scheduled tour

💬 View All WhatsApp Templates

Calendar Configuration

Calendar	Type	Duration	Availability	Assigned To
Site Visits	Round-robin	60 min	Mon–Fri 10–4, Sat 10–12	6 Sales Reps
Investor Calls	Fixed	45 min	Mon–Fri 10–3	Anabella 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 Phase	Pipeline Stage	Movement Trigger
Phase 0 — Greeting	New Inquiry	Contact created via form/WhatsApp/ad
Phases 1–5 — Qualification	Pre-qualified	Budget + buyer type + timeline captured
Phase 6 — Booking	Tour Scheduled	Calendar booked → STOPBOT
DQ A–E	Lost	DQ 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 (7 Actions)

Action	Description
1 — Reserva de citas	Multiple calendars: Site Visits (round-robin 6 reps) + Investor Calls (Anabella)
2 — Activar flujo de trabajo	Bridge to bot-invoked workflows: WF1 (booking) + WF2 (disqualification)
3 — Información de contacto	6 qualification fields mapped (name/email/phone asked in prompt, not mapped)
4 — Detener bot	3 scenarios: STOPBOT_TOUR_SCHEDULED, STOPBOT_DESCALIFICADO, STOPBOT_INVESTOR_CALL
5 — Transferencia a humano	Human Requested + Off-topic ON; Falta de info / No se pudo resolver OFF
6 — Transferir el bot	NO CONFIGURAR (single-bot setup)
7 — Seguimiento automático	2h/22h/1d touches → chains WF11 on last touch

⚙️ View All Actions

🧠 Knowledgebase Configuration

3 Knowledge Areas:

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

🧠 View Knowledgebase Content

5

Marketing Channels

Social media connections, email templates

Artifacts Ready

Social Media Channels

Channel	Handle / URL	Primary Use
Facebook	facebook.com/homesolutionstt	First-time buyer ads, community updates
Instagram	@homesolutionstt	Visual content, Reels, lifestyle
WhatsApp Business	(868) 623-2257	Primary communication channel (T&T #1)
LinkedIn	Home Solutions TT	Eighteen Moka luxury, B2B, investor
Website	https://homesolutionstt.com	Landing pages, knowledgebase source

Email Templates (4 Sequences)

Email	Timing	Purpose
Follow-up Day 3	Day 3	Curiosity → Proof — share HS differentiators
Follow-up Day 5	Day 5	Trust + Social Proof — testimonials + community stats
Follow-up Day 15	Day 15	Re-engagement / Final Push — urgency + opt-out
Post-Tour Follow-up	After visit	Thank you + next steps + brochure download

📧 View All Email Templates

6

Automation Engine

12 workflows with triggers, conditions, and actions

Artifacts Ready

Workflow Overview

#	Workflow	Trigger
1	Mover a "Tour Scheduled" al agendar	Bot-invoked (no native trigger)
2	Descalificar lead (DQ)	Bot-invoked (no native trigger)
3	Limpieza secundaria de descalificados	Opportunity Changed → Status Lost (ia-disqualified)
4	Audiencia Facebook de descalificados	Opportunity Changed → Status Lost (ia-disqualified)
5	Marcar leads fríos (stale)	Stale Opportunities ×2 (New Inquiry + Pre-qualified)
6	Celebración + pixel al ganar	Opportunity Changed → Status Won
7	Manejo de perdidos (no-DQ)	Opportunity Changed → Status Lost (sin ia-disqualified)
8	Duplicar info de contacto a oportunidad	Contact Changed
9	Ciclo de visita (recordatorio · no-show · post-tour)	Appointment Status (confirmed / no show / completed)
10	Desactivar bot al descalificar	Opportunity Changed → Status Lost (ia-disqualified)
11	Seguimiento por inactividad (72h)	Contact Tag ia-nurture → Wait until reply ×3
12	Creación de negocio para nuevos leads	Customer Replied / Form Submitted / FB Lead Form → Fork

🔧 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 Type	Name/Host	Value	Source
MX	@	Copy from GHL Settings → Domains	GHL Dashboard
TXT (SPF)	@	Copy from GHL Settings → Domains	GHL Dashboard
TXT (DKIM)	[selector]._domainkey	Copy from GHL Settings → Domains	GHL Dashboard
CNAME	tracking	Copy from GHL Settings → Domains	GHL 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 7)
Knowledgebase content uploaded (3 areas)
All 12 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