SHAI for Home builders

A long sales cycle needs a long memory, and spreadsheets do not have one.

How this business runs

A sales cycle measured in quarters needs a memory measured in quarters, and a spreadsheet does not have one. The enquiry from March is the contract in November, and the only thing that connects them is somebody deliberately staying in touch.

The recommended team

8 agents from the roster, in the order this trade needs them.

/ghl-pipeline /ghl-calendar /ghl-email /organic-content-creator /build-walkthrough /build-flyover /forecasting /organic-metrics

The tasks that will run

Stay in touch with the long pipeline

every weekday at 7am

The enquiry from March is the contract in November, and only deliberate contact connects them.

/ghl-pipeline · runs the agent · delivered to dashboard

Post this week's build progress

every Monday at 8am

Progress photos are the proof a buyer spends a year looking for.

/organic-content-creator · runs the agent · delivered to dashboard

Make a walkthrough of the newest finished home

on the 1st of each month at 9am

A buyer who cannot visit still needs to walk through something.

/build-walkthrough · runs the agent · delivered to dashboard

Read the pipeline against the slots

on the 1st of each month at 9am

Build slots are committed months ahead; an empty quarter has to be seen while it can still be filled.

/forecasting · runs the agent · delivered to dashboard

Every one of these arrives as a proposal you approve or decline. Nothing is scheduled by signing up.

The tools to connect

Go High Level (GHL)

GoHighLevel is where the leads, the pipeline, the calendar and the conversations live. Almost every task below reads or writes it.

Meta Graph API (Instagram professional accounts + Facebook Pages)

Meta is where the audience is and where the ads run; without it nothing posts or reports.

Google Calendar

Google Calendar is what SHAI writes to when the booking does not live in the CRM.

Each one is your own account, connected once. Every tool carries its price and the exact steps.

The first week

Connect the CRM and let SHAI list every enquiry older than 90 days with no contact since.
Turn on the long-pipeline task at a low cadence and read a week of it.
Give it the newest finished home's photos and let it produce the walkthrough.
Add each home's permits on Permit Tracker so the crew and the buyer hear the day a permit is issued or an inspection passes, without anyone checking the city's site.

What to read on a Monday

Enquiry-to-appointment rate — The top of a long funnel, where most of the leakage is.
Pipeline value by stage — In a long cycle this is the only early warning there is.
Cost per qualified enquiry — Builder leads are expensive and the unqualified ones are worse than nothing.
Months from first contact to contract — Knowing it is what makes the follow-up cadence a decision rather than a guess.

What SHAI will not do in this trade

Anything that texts or calls a customer runs on a registered A2P 10DLC brand and campaign with the consent record on file. /ghl-a2p sets that up; SHAI will not send a customer message before it exists.
TCPA: no call or text to anyone who has not opted in, nothing outside 8am-9pm in the recipient's own time zone, and an opt-out honoured on the first message it arrives in.
Every message SHAI sends to someone who is not the owner says it is an AI assistant acting for the business (master prompt 4.7). It is never presented as a person.
SHAI never writes a review, never offers anything in exchange for one, and never posts as a customer. It drafts replies to reviews that already exist, for the owner to send.
Housing advertising is a Meta Special Ad Category and fair-housing rules apply to targeting and to copy; /ads-campaigns sets the category and a campaign without it does not launch.
Prices, inclusions and completion dates in marketing must match the contract documents. SHAI quotes what you gave it and flags anything it cannot source.

Every line in this file is a recommendation written from an operator's knowledge of how this trade actually runs, never a promise about a result. Cadences are starting points; the owner changes them. Compliance notes are a reminder to check, not legal advice. Written 2026-09-15.

A playbook is a head start, not a requirement: SHAI works for any business, and a trade that is not on this list gets the same agents and a general plan built the same way.

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