SHAI for Real estate

Listings, tours and follow-up all land at once, and the follow-up is what slips.

How this business runs

An agent's month is made of three things arriving at once: new listings to market, tours to run, and the follow-up on everyone who enquired last week. The first two shout and the third whispers, so the third is what gets dropped - and the third is where the commission is.

The recommended team

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

/ghl-pipeline /ghl-calendar /organic-content-creator /caption-copy /build-walkthrough /real-estate-client /organic-metrics /seo

The tasks that will run

Work the enquiries that went quiet

every weekday at 7am

Tour enquiries go cold for a week and then buy from whoever called back.

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

Chase a new enquiry the moment one lands

every two hours between 8am and 6pm

Speed to first contact is the one number that moves conversion most, and it is a check so it costs nothing on a quiet day.

/ghl-pipeline · checks a condition first and only starts a run if it trips · delivered to dashboard

Post this week's listings

every Monday at 8am

A listing that is never posted is a listing only the portal sees.

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

Plan next month's content

on the 25th of each month at 9am

A month planned in advance is a month that actually gets posted.

/holiday-content-calendar · runs the agent · delivered to dashboard

Report what brought the appointments

on the 1st of each month at 8am

One channel is carrying the others and it is worth knowing which before next month's budget.

/organic-metrics · 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 GoHighLevel and let SHAI list every enquiry from the last 60 days that was contacted once and never again.
Turn on the quiet-enquiry task and read what it drafts before it sends anything.
Give SHAI one listing's photos and let it write the week's posts for it, so you can see the voice before it runs weekly.
On Permit Tracker, ask for new multifamily or mixed-use projects in your area and see the developers and builders behind them, by permit, before they list.

What to read on a Monday

Speed to first contact — A lead answered in five minutes converts several times better than one answered the next day; the number to watch is minutes, not days.
Second-touch rate — Most lost deals were contacted once. The share of enquiries that got a deliberate second touch is the most controllable number in the business.
Appointments set per week — Listings and posts are inputs; tours booked is the output that turns into a closing.
Cost per appointment — Portal leads, Meta leads and referrals cost wildly different amounts per booked tour, and only this number tells them apart.

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.
Fair housing: no ad copy, audience or image that steers by race, religion, family status, disability, sex or national origin. Meta's housing Special Ad Category is set on every housing campaign - /ads-campaigns sets it, and a campaign without it does not launch.
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.

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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