Lead Capture Full System Snapshot | JD Collective
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Lead CaptureFull System Snapshot.
Not just a lead capture form. A complete lead-to-close system for real estate agents on GoHighLevel. Four A2P-compliant forms, AI conversation branching, Day 30 drip sequences, automatic pipeline movement, and appointment booking — all in one installable snapshot.
⚠️
GoHighLevel users only.
This snapshot does not work outside of GHL. If you are not on GHL, this is not for you.
Call Jackie to Get Early Access See the Full Preview Below
Buyer Workflow
Seller Workflow
Referral Workflow
Sphere of Influence
AI Conversation Branch
Day 30 Drip
A2P Compliant Forms
4 Pipelines
Auto Pipeline Movement
GHL Only
Real Estate Agents
Buyer Workflow
Seller Workflow
Referral Workflow
Sphere of Influence
AI Conversation Branch
Day 30 Drip
A2P Compliant Forms
4 Pipelines
Auto Pipeline Movement
GHL Only
Real Estate Agents
What's Inside
Everything a real estate agent needs
to never miss a lead again.
Forms
4 A2P-Compliant Lead Capture Forms
✓
Buyer, Seller, Referral Partner, and Sphere of Influence forms
✓
Proper opt-in checkbox language, Privacy Policy and Terms of Service links built in
✓
Ready to embed on any GHL website page
Automation
4 Full Workflows — Instant Through Day 30
✓
Text, email, and task fire in under 60 seconds of form submit
✓
AI branch — if lead replies, AI qualifies and books. If not, drip continues.
✓
Day 1, 3, 7, 14, 30 drip sequence with different content and purpose each touch
Pipelines
4 Pipelines That Move Automatically
✓
Buyer, Seller, Referral, and SOI pipelines with 7 stages each
✓
Pipeline stage moves based on what the lead does, not manual drag and drop
✓
Day 30 cold leads move to Long-Term Nurture automatically
AI Branch
Context-Aware AI — Not a Script
✓
AI reads emotional tone before responding — distressed sellers routed to agent immediately
✓
Qualified leads pushed to booking link automatically
✓
SOI contacts who mention buying or selling auto-route to correct workflow
Full System Preview
Here's exactly what you're getting.
Message copy unlocked with purchase.
⚠️
This snapshot is for GoHighLevel users only.
This does not work outside of GHL. If you are not currently on GoHighLevel, this product is not for you. Want to get set up on GHL first? See JD Collective packages →
Lead CaptureFull System Snapshot.
Not just a lead capture form. A complete lead-to-close system. This preview shows the full structure. Message scripts, drip copy, and AI prompts are unlocked with purchase.
4
A2P-Compliant Forms
4
Full Workflows
4
Pipelines
20+
Automation Steps Each
Day 30
Drip Sequence Length
AI
Reply Branch Built In
Buyer
Seller
Referral
Sphere of Influence
Trigger
AI Branch
Wait / Delay
🔒
Preview only. Full message scripts, drip copy, and AI prompts are unlocked with purchase.
The complete workflow structure, pipeline stages, and automation logic are exactly what you get inside the snapshot. All message copy and AI conversation prompts shown as ████ are included when you install. Join the waitlist to be first in line →
BYR
Buyer Lead Workflow
Trigger: Buyer Inquiry Form submitted
20+ Steps · Day 1–30
Trigger
📋
Workflow Trigger
Buyer Inquiry Form submitted on website
Instant Actions — Fires in Under 60 Seconds
1
Action · Instant
Add to Buyer Pipeline — Stage: New Lead
Contact auto-routed to Buyer Pipeline,... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
Buyer PipelineTagged: BuyerAssigned User
2
Action · Instant
Send Buyer Welcome Text
"████ ████ ██████ ████... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
SMSA2P CompliantMerge Fields
3
Action · Instant
Send Buyer Confirmation Email
Branded email confirming inquiry, agent contact info, what happens next, and a book-a-call button
EmailBrandedBook a Call CTA
4
Action · Instant
Create Follow-Up Task for Agent
"Call [First Name] — new... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
TaskAssigned to AgentDue: 1hr
AI Branch — Did the Lead Reply?
AI Conversation Branch
If lead replies to welcome text → AI takes over
If Reply Received
AI qualifies lead: timeline,... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
If No Reply
Drip sequence continues on... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
Drip Sequence — Day 1 Through Day 30
Multi-Day Follow-Up Drip
Day 1
Evening Check-In Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSLow Pressure
Day 3
Market Update Email + Text
Email: "██████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailSMSMarket Value
Day 7
Timeline Qualifier Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSQualifierPipeline Move
Day 14
Urgency Email + Book a Call CTA
Email with homes that... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailUrgencyBook Call CTA
Day 30
Still Looking? Text + Move to Long-Term Nurture
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSPipeline MoveMonthly Nurture Starts
Buyer Pipeline — Auto-Moves Based on Actions
New Lead
Contacted
Appt Booked
Showing Homes
Under Contract
Closed
Long-Term Nurture
SLR
Seller Lead Workflow
Trigger: Seller Inquiry Form submitted
20+ Steps · Day 1–30
Trigger
📋
Workflow Trigger
Seller Inquiry Form submitted on website
Instant Actions — Fires in Under 30 Seconds
1
Action · Instant
Add to Seller Pipeline — Stage: New Lead
Contact routed to Seller Pipeline,... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
Seller PipelineTagged: SellerAssigned User
2
Action · Instant
Send Seller Welcome Text
"████ ████ ██████ ████... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
SMSA2P CompliantUrgent Tone
3
Action · Instant
Send Seller Confirmation Email
Branded email with what to expect, agent's selling track record, and a direct link to book a listing appointment
EmailListing Appt CTASocial Proof
4
Action · Instant
Create High-Priority Task for Agent
"URGENT: Call [First Name] —... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
TaskHigh PriorityDue: 30min
AI Branch — Did the Lead Reply?
AI Conversation Branch
If lead replies to welcome text → AI takes over
If Reply Received
AI reads context first.... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
If No Reply
Drip continues. Day 3... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
Drip Sequence — Day 1 Through Day 30
Multi-Day Follow-Up Drip
Day 1
Evening Follow-Up Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSValue Hook
Day 3
Home Value Email + Text
Email: "What's your home... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailSMSHome Value Hook
Day 7
Recent Sales Proof Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSSocial ProofMarket Urgency
Day 14
Listing Appointment Ask Email
"████ ████ ██████████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailDirect AskListing Appt CTA
Day 30
Last Touch + Move to Monthly Drip
"████ ████████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSPipeline MoveMonthly Drip Starts
Seller Pipeline — Auto-Moves Based on Actions
New Lead
Contacted
Appt Booked
Listed
Under Contract
Closed
Long-Term Nurture
REF
Referral Partner Workflow
Trigger: Referral Partner Form submitted
18+ Steps · Day 1–30
Trigger
📋
Workflow Trigger
Referral Partner Form submitted on website
Instant Actions — Relationship Tone Throughout
1
Action · Instant
Tag as Referral Partner + Add to Referral Pipeline
Tagged "Referral Partner," added to... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
Referral PipelineTagged: Referral Partner
2
Action · Instant
Send Referral Partner Welcome Text
"████ ████ ██████ ████... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
SMSWarm ToneA2P Compliant
3
Action · Instant
Send Referral Process Email
Email explaining exactly how referrals work, how the agent communicates updates, and how the partner gets their referral fee handled professionally
EmailProcess OverviewTrust Builder
4
Action · Instant
Create Connection Task for Agent
"Connect with [First Name] —... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
TaskAssigned to AgentDue: 2hrs
AI Branch
AI Conversation Branch
If partner replies → AI facilitates intro conversation
If Reply Received
AI asks about their... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
If No Reply
Relationship nurture drip begins.... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
Drip Sequence — Relationship Nurture Focus
Multi-Day Nurture Drip
Day 1
Personal Follow-Up Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSBook Intro Call
Day 3
Value-Add Email — How I Work
"██████ ████ ██████████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailValue AddTrust
Day 7
Soft Check-In Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSLow Pressure
Day 14
Market Insight Email
Share a local market... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailMarket UpdateExpertise
Day 30
Long-Term Check-In + Monthly Nurture Begins
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSPipeline MoveMonthly Touch
Referral Pipeline — Auto-Moves Based on Actions
New Partner
Connected
Active Partner
Referral Sent
Closed
VIP Partner
SOI
Sphere of Influence Workflow
Trigger: SOI Form submitted or manually added
18+ Steps · Day 1–30 + Ongoing
Trigger
📋
Workflow Trigger
SOI Form submitted OR contact manually added to SOI pipeline
Instant Actions — Warmest Tone of All 4 Workflows
1
Action · Instant
Tag as SOI + Add to SOI Pipeline
Tagged "SOI," placed in "In... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
SOI PipelineTagged: SOILong-Term Nurture
2
Action · Instant
Send Personal Welcome Text
"████ ██████████ ████ ██... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
SMSPersonal ToneA2P Compliant
3
Action · Instant
Send Warm Welcome Email
Personal, non-sales email. No pitch. Just staying connected, letting them know you're their go-to, and asking if there's anything you can do for them.
EmailNo Hard SellGenuine Tone
4
Action · Instant
Create Personal Touch Task for Agent
"████████ ████████████ ████ ██████... ████████ ████ ████████ ████ ████████████ ████ ██████ ████ ████████████ ████████ ████████.
TaskPersonal Touch PromptDue: 4hrs
AI Branch
AI Conversation Branch
If SOI contact replies → AI keeps conversation warm
If Reply Received
AI reads the tone.... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
If No Reply
Long-term nurture drip begins.... ████████ ████ ████ ████████████ ████████████ ████ ████████ ████ ████████ ████████.
Drip Sequence — Personal Touch + Market Value Hooks
Multi-Day Nurture Drip — Ongoing After Day 30
Day 1
Personal Check-In Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSPersonalNo Ask
Day 3
Value Email — Your Home in Today's Market
"███████ ████ ████████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailHome Value HookSoft CTA
Day 7
Personal Market Update Text
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMSLocal MarketExpertise
Day 14
Referral Ask Email — Warm Version
"██ ███ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
EmailReferral AskWarm Tone
Day 30+
Monthly Market Update + Stays in Nurture Forever
"████ ██████████ ████... ████████ ████ ████ ████████████ ████ ██████ ████ ████████ ████████████ ████████ ████████ ████ ████████ ████ ████████ ████.
SMS + EmailMonthly ForeverAuto-Routes if Active
SOI Pipeline — Long-Term Relationship Tracking
In Sphere
Nurturing
Warm
Ready to Move
Active Lead
Closed
Past Client
All 4 Forms Include
A2P Compliant From Day One
✓
Business name in opt-in checkbox
✓
Transactional and marketing disclosure
✓
Frequency and rates disclosure
✓
STOP and HELP in every form footer
✓
Privacy Policy and Terms of Service links
✓
Optional checkbox, never pre-checked
AI Branch Logic
Context-Aware, Not Scripted
✓
Reads emotional tone before responding
✓
Distressed sellers routed to agent immediately
✓
Qualified leads auto-routed to booking link
✓
SOI contacts who mention buying/selling auto-route to correct workflow
✓
No reply = drip continues, no manual step needed
Team Configuration
Solo and Team Ready
✓
Tasks route to Assigned User field, not a hard-coded agent name
✓
SMS fires from the assigned agent's number
✓
Pipeline visibility configurable per user role
✓
All templates use merge fields only
✓
Works for 1 agent or 50 agents on the same account
After Install — Customize These 5 Things
Setup in Under an Hour
✓
Your business name in checkbox language on each form
✓
Your Privacy Policy and Terms of Service URLs
✓
Your name and phone in message templates
✓
Your market area in drip texts
✓
Publish all 4 workflows — then you're live
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JD Collective | Jackie Durbin
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