Proposal: Comprehensive Digital Solutions  

A. CRM Foundation & Custom Branding
·         Custom domain setup (e.g., crm.abvdefgh.com)

·        Business branding throughout CRM (colors, logo, icons, headers)

·        Dashboard customization for different user roles (admin, agent, assistant)

B. Calendar & Scheduling

·         Smart calendar booking links for Guadalupe and agents

·        Automated reminders (email/SMS) for booked appointments

·        Calendar integrations (Google, Outlook)

·        Round-robin booking for multi-agent availability

C. Funnels, Forms & Surveys

·         Funnel: For home valuation and seller leads

·        Funnel: For new home inquiries

·        Custom Forms & Smart Surveys: With logic branching, tags, triggers

·        Open house check-in forms

·        Post-showing feedback forms

D. Template Library Creation (Full Package)

We will build and install a complete suite of professionally branded templates, including:

1.       Email Templates:

·         Buyer/Seller lead follow-ups

·         New listing announcements

·         Open house invites

·         Testimonial and review requests

·         Monthly newsletters

2.       SMS Templates:

·         Appointment confirmations

·         Quick lead follow-ups

·         Showing alerts

·         Nurture check-ins

3.       Landing Page Templates:

·         Lead magnets

·         Free home valuation

·         Buyer interest forms

·         Referral program pages

4.       Form & Survey Templates:

·         Buyer intent

·         Seller goals

·         Post-close satisfaction

5.       Social Media Content Templates:

·         Canva-ready post templates for listings, tips, reviews

·         Caption templates for promotions, events, holidays

6.       Follow-Up Sequences:

·         New lead sequences (text + email + tasks)

·         Drip campaigns for cold leads

·         Long-term nurture for past clients

·         Anniversary / birthday / milestone templates

E. Communications & Phone System

·         2-Way SMS & MMS via custom number

·        Phone Call Setup: Inbound/outbound calling inside CRM

·        Voicemail Drops: Auto-send voicemails if calls go unanswered

·        Trigger Links: Tag or trigger actions based on user clicks

·        Live Chat Widget: For website integration

F. Automation Workflows

·         AI-powered lead engagement (auto-respond, tag, notify)

·        Drip sequences for buyer, seller, and cold leads

·        Missed-call text back automation

·        Internal alerts to agents based on actions taken

·        Task assignments and follow-up deadlines

·        Referral workflow tracking

·        Requests with smart triggers

G. Team, Client & Agent Management

·         Agent dashboards with lead assignments

·        Permissions and access control for assistants/admins

·        Contact profiles with tags, notes, communication logs

·        Task and appointment assignment by pipeline stage

·        Team performance dashboards and tracking

H. Marketing & Campaign Tools

·         Email Campaign Builder: Drag-and-drop editor

·        SMS Campaign Scheduler

·        Social Media Scheduler: Auto-post to IG, FB, and LinkedIn

·        Reputation Management: Review requests, Google/Zillow integration

·        AI Content Writing Support: For fast email/SMS drafting

·        Lead Source Attribution for accurate ROI reporting

I. Mobile CRM Access

·         Full Go High Level app setup for mobile lead handling

·        Access to calendar, SMS, calls, tasks, and pipelines

·        Push notifications for lead activity and communications

J. Reporting & Analytics

·         Dashboard reports: call volume, appointments, lead conversion

·        Funnel analytics and abandonment tracking

·        Agent performance insights

·        Email/SMS open and reply rates

·        Review and reputation tracking