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The Construction company GoHighLevel snapshot kit

Long bids, phased jobs and a client who is told what happens next.

Construction sells on a bid that takes weeks and delivers on a job that takes months. This kit is built for both halves: a bid pipeline that does not go quiet, and phase notifications that stop a client ringing the office for an update.

  • Project type pages with budget-aware enquiry
  • Bid board, build board, change order board
  • Homeowner and trade partner asks, separately

What lands in the account for construction kit buyers

Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in construction and remodelling companies, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.

  1. BS-01SYS-03

    AI Studio website

    Project type pages with budget-aware enquiry

    Professional Website. Remodel, addition and design-build pages with the copy written, a project enquiry form that asks about budget, and the consultation calendar embedded.

    • A page per project type
    • Budget-aware enquiry form
    • Consultation calendar embedded
    Without it
    Builders show finished photographs and say nothing about process, so a homeowner about to spend a year's savings has no way to judge who is careful.
    With it
    Pages per project type arrive written, with the process explained phase by phase, a budget-aware enquiry form and the consultation calendar sitting on each one.
    How it pays
    Say an agency quotes you $8,000 for a construction site and four months to write it. The kit's site is live the week you import and the copy is already there.
  2. BS-02ACCT

    Funnels

    Project consultation booking and financing pages

    Without it
    A builder's marketing points at a single contact form for a $12,000 bathroom and a $400,000 addition, and both callers get the same blank box.
    With it
    Separate pages for consultation booking, kitchen and bath, home additions, design and build, the project gallery with financing, and a trade partner referral page.
    How it pays
    If the financing page gets a homeowner past a $70,000 number they were going to walk away from, one signed contract a year is more than the whole kit.
  3. BS-03ACCT

    Forms and surveys

    Budget-aware enquiry and selections sign-off

    Without it
    Ask a homeowner nothing about budget on the enquiry form and you will drive out to price a project they were never going to be able to fund.
    With it
    The enquiry form asks project type, scope, budget band and start window with consent wording that holds up. Selections and snag sign-off forms are signed on the job.
    How it pays
    A signed selections form is your defence when a client remembers a different tile. If it prevents one $3,000 argument a year, it has paid for the import twice.
  4. BS-04SYS-01

    1 AI Receptionist

    Budget qualified before an estimator drives out

    AI Receptionist. Answers the enquiry, asks what the project is and what the budget range looks like, and only books a site consultation when both are real.

    • Project type and budget qualified
    • Books the site consultation
    • English and Spanish
    Without it
    The office phone rings while the owner is on a framing inspection, and half those calls are people wanting a kitchen for eight thousand dollars.
    With it
    Every call is answered, scope and budget range are asked out loud, and only a caller with both books time on the site consultation calendar.
    How it pays
    A site consultation costs you an hour of driving and two hours of an estimator. If it screens out three unqualified visits a month at $150 an hour, that is $1,350.
  5. BS-05SYS-02

    1 AI Chatbot

    Gallery traffic turned into scoped enquiries

    AI Chatbot. Works the traffic from a gallery page, captures scope, timeline and finance interest, and hands a serious enquiry to an estimator.

    • Site and Facebook chat
    • Captures scope and timeline
    • Routes to an estimator
    Without it
    Somebody browses your addition gallery at eleven at night, has a question about planning permission, and closes the tab because the contact page wants a phone call.
    With it
    The chat answers timeline and finance questions, collects scope, rough budget and target start month, then hands anything serious to an estimator with the detail attached.
    How it pays
    Remodelling tickets are large. If the chat produces one qualified consultation a month and one in four of those signs, on a $60,000 job the arithmetic does itself.
  6. BS-06ACCT

    Custom fields

    Scope, budget band, permit and draw dates

    Without it
    Budget band, whether an architect is already involved, and whether the property is in a historic district decide everything, and they usually get written on a business card.
    With it
    Project type, scope, budget band, target start, architect involved, permit status, contract value, current phase and draw dates are captured, and the automations read every one.
    How it pays
    Current phase is the field that drives client updates. If it saves your project manager two calls a day at ten minutes each, that is a full day back a month.
  7. BS-07ACCT

    Custom values

    Licence numbers, warranty terms, deposit schedule

    Without it
    A contractor licence number has to appear on every proposal and every advert, and getting it wrong in one place is a regulator's problem, not a typo.
    With it
    Licence and insurance numbers, warranty period, deposit and draw schedule, service radius, finance partner link and consultation booking link all live in one place.
    How it pays
    Renew your licence or change your warranty from one year to two and you edit one line. If you run separate accounts for the remodel and commercial sides, it is one line each instead of a rebuild.
  8. BS-08ACCT

    Pipelines

    Bid board, build board, change order board

    Without it
    A bid sent in February and a kitchen half demolished in June are not the same kind of record, but most builders keep both in one spreadsheet.
    With it
    Bidding runs enquiry, site consultation, proposal sent and contract signed. Delivery runs permitting, in build, snag list and closed. Change orders sit on their own board with an approval step.
    How it pays
    Say two proposals a year go quiet during permitting and never get chased. On a $90,000 average contract that is a hundred and eighty thousand dollars sitting in a column.
  9. BS-09ACCT

    Workflows

    Proposal chase, phase updates, change orders

    Without it
    The client rings the office on a Tuesday to ask what is happening this week, and the answer is in a project manager's head on a job site.
    With it
    Stage moves do the talking. Proposal chased on a thirty day cycle, phase change notified to homeowner and sub in different words, change order sent, approved and recorded.
    How it pays
    Verbal change orders are where margin goes. If one job a quarter carries $2,000 of unbilled extras and the approval step captures it, that is $8,000 a year.
  10. BS-10SYS-05SYS-04

    Appointment reminders, confirmations and no-show recovery

    Consultation, selections and phase start confirmations

    Smart Appointment System. Confirms the consultation, then keeps confirming through permitting, selections and phase starts, because a six month build is a dozen appointments.

    • 24h, 1h and 15min reminders
    • Phase start notifications
    • Target: 70% of no-shows rebooked

    AI Outbound Caller. Calls the proposals sitting past thirty days, which on a build this size is a homeowner comparing three bids rather than a homeowner who said no.

    • Thirty day proposal follow-up
    • Missed consultation callback
    • Voicemail with a rebook link
    Without it
    A remodel running half a year carries a dozen separate appointments, and the one that gets missed is always the tile selection meeting that holds up every trade after it.
    With it
    Every one of them is confirmed on booking and reminded on a ladder: site consultation, selections, permit walk, phase start, final walkthrough. Missed ones get rebooked automatically.
    How it pays
    A missed selections meeting can push a trade by a week. If a week of crew idle time costs $2,500 and it happens twice a year, the kit is covered.
  11. BS-11SYS-09SYS-08

    Nurture campaign

    Thirty day bid cycle and warranty year

    Lifetime Nurture Campaigns. Warranty check-ins at year one, seasonal maintenance notes on what you built, and a referral programme aimed at architects and realtors.

    • Year one warranty check-in
    • Seasonal maintenance notes
    • Architect and realtor referrals

    Database Reactivation. Reopens the bids lost six months ago and the phase-one clients who always meant to do the basement next, which is the warmest list a builder owns.

    • Six month lost bids
    • AI calling campaign
    • Phase two win-back
    Without it
    A homeowner comparing three builders takes six weeks and talks to a spouse in between, and silence during that stretch reads as a firm that is not hungry.
    With it
    The sequence sends the things that win a bid: a past project of the same scope, how you handle overruns, references, permitting timelines. Then it turns into warranty care.
    How it pays
    If twenty proposals a year go out and the sequence converts one more, at a $90,000 contract on a twenty percent margin, that is $18,000 of gross profit.
  12. BS-12SYS-06SYS-07

    Review automation

    Homeowner and trade partner asks, separately

    Review Harvesting. It waits for the snag list to be closed and the final payment to clear, not the handover party where three items are still open.

    • Trigger: snag list closed
    • Held to final payment
    • Google and Facebook links

    Review Automation. The engine also asks the architect and the trade partners separately, because in construction the referral network reviews you as often as the homeowner does.

    • Homeowner and trade tracks
    • Two follow-ups, then stop
    • One ask per project
    Without it
    The handover party is the worst moment to ask, because three snags are still open and the client is thinking about the paint on the stair nosing.
    With it
    The ask holds back until the snags are signed off and the last invoice has cleared. Architects and trade partners get a separate ask, because they refer work homeowners cannot.
    How it pays
    Say the engine lands 5 to 10 reviews a month. One of them brings a homeowner who signs a $60,000 remodel and the year is paid for.
  13. BS-13ACCT

    Seasonal automation

    Winter permitting, spring dig, autumn interiors

    Without it
    Concrete and roofs will not wait for February, so a builder who starts selling additions in April has already lost the good half of the build season.
    With it
    The kit sells the winter design and permitting slot in autumn, pushes exterior and foundation work as the ground opens, and points the wet months at interior remodels.
    How it pays
    If selling design work through the winter keeps two crews busy for six extra weeks, at $4,000 a crew week that is roughly $48,000 of otherwise dead season.

The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.

Built for how construction and remodelling companies actually sell

A remodeller loses work in the gap between site visit and proposal, then loses referrals in the silence during the build. The kit closes both gaps. The consultation is booked from the form, the proposal is chased on a schedule that matches a real decision cycle, and every phase change fires an update so the homeowner always knows what week they are in.

  • Building a bid pipeline with a thirty day decision cycle
  • Wiring phase changes to client notifications
  • Writing the proposal, selection and phase update templates

Primary pipeline

  1. New enquiry
  2. Site consultation
  3. Proposal sent
  4. Contract signed
  5. Permitting
  6. In build
  7. Snag list
  8. Closed

The problem, and what actually changes

What it looks like today

  • Site consultations are given to anyone who asks, and an estimator day is an expensive way to discover a budget mismatch.
  • Proposals go out and sit for thirty days with one follow-up email.
  • Clients ring the office for updates because nobody tells them what week the build is in.
  • Change orders are agreed verbally on site and argued about at invoicing.

What changes, and what changes it

  • Project type and budget are qualified on the call before a site consultation is booked.SYS-01 AI Receptionist
  • Gallery traffic is captured with scope, timeline and finance interest and routed to an estimator.SYS-02 AI Chatbot
  • Consultation, permitting, selections and phase starts all get confirmed rather than assumed.SYS-05 Smart Appointment System
  • Proposals past thirty days are called, because at that point they are comparing bids rather than declining.SYS-04 AI Outbound Caller
  • Lost bids and phase-one clients are reopened at six months, which is the warmest list a builder owns.SYS-08 Database Reactivation

Built for

  • Remodellers and design-build firms running projects from twenty thousand dollars upward.
  • Companies whose estimators are burning days on unqualified site visits.
  • Builders with a lost bid list and a phase-two backlog nobody has called.

Not built for

  • Handyman and small repair operations. The bid pipeline is heavier than the work needs.
  • Firms working exclusively as a subcontractor to a general. There is no homeowner journey to run.
  • Anyone who needs job costing or scheduling. This is sales, communication and retention only.

If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for construction and remodelling companies at your size than sell you one and watch it sit unused.

The workflows inside, by name

These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.

  1. Enquiry to booked site consultation
  2. Project type and budget routing
  3. Proposal delivered with scope attached
  4. Thirty day proposal follow-up
  5. Contract signed, deposit invoiced
  6. Phase change notification to client
  7. Change order requested and approved
  8. Selections and materials reminder
  9. Final walkthrough and snag list
  10. Post-job review and referral request

The funnels, by name

  • Project consultation booking funnel
  • Kitchen and bath remodel page
  • Home addition enquiry page
  • Design and build services page
  • Project gallery and financing page
  • Trade partner referral page

Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.

How the complete system works

End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for construction and remodelling companies, one stage at a time.

  1. STG-1

    Lead capture and first contact

    Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.

    A remodel enquiry is qualified on project type and budget before it reaches an estimator, because a site consultation is an expensive way to say no.

    Phone calls: AI Receptionist

    • Answered on the first ring, any hour
    • Qualifies by asking, not by phone tree
    • In a slot before the call ends
    • Bilingual, English and Spanish
    • Live ones put through to your team
    • Answers on ring one
    • Books mid-call
    • EN and ES

    Messages and web chat

    • Instant replies on SMS, email, Facebook and Instagram
    • Site chat with lead qualification logic
    • Collects enquiry type and preferences
    • Seamless handoff to a human agent
    • Triggers the follow-up automation
    • Five inboxes, one script
    • Replies in seconds
    • Hands off to a person

    Forms and ads: Google, Facebook, TikTok

    • Every submission starts the 10 day nurture
    • Follow-up across email, SMS and AI calling
    • Smart routing by enquiry type
    • Lead source attribution on the record
    • Automatic handoff to a site consultation
    • Source stamped on the record
    • Routed by enquiry type
    • Straight into the ten-day run

  2. STG-2

    Intelligent lead nurture

    A 10 day multi-touch sequence that turns an enquiry into a booked site consultation.

    Ten days of nurture on a build is process and proof: how you scope, how you price change orders, and what week four looks like from inside the house.

    Day 1 to 3: email

    • Welcome email carrying the offer
    • Service overview, copy pre-written
    • Social proof in the third touch
    • One call to action: book or call

    Day 4 to 7: SMS

    • Time-sensitive offer alert
    • A short testimonial text
    • One-click booking link
    • Urgency written in, not shouted

    Day 8 to 10: AI call

    • Friendly re-engagement call
    • Handles the common objections
    • Books directly on the call
    • Smart voicemail when unreachable

  3. STG-3

    Booking and no-show prevention

    Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.

    A six month project is a dozen appointments. Consultation, permitting, selections and phase starts all get confirmed rather than assumed.

    Instant booking confirmation

    • SMS confirmation with the details
    • Calendar invite for Google and Outlook
    • Email confirmation on the record
    • Pre-visit questionnaire attached

    Smart reminder sequence

    • 24 hours before: SMS and email
    • 1 hour before: the on-the-way message
    • 15 minutes before: final alert
    • Reschedule in one tap, no phone call

    AI no-show recovery

    • Automatic call within 60 minutes
    • Finds out what actually happened
    • Reschedules on the same call
    • Called back inside the hour
    • Target 70% recovery

  4. STG-4

    Reviews and social proof

    Turning a satisfied homeowner into the thing that wins the next one.

    The ask goes out when the snag list closes and the final payment clears, and the architect gets asked separately from the homeowner.

    Intelligent review request

    • Satisfaction check 2 hours after the project
    • Satisfied: straight to the Google and Facebook links
    • Not satisfied: escalated internally, never published
    • Target output: 5 to 10 reviews a month

    AI comment reply bot

    • Replies to positive reviews automatically
    • Personalised thank-yous, not one template
    • Handles a negative review with empathy
    • Escalates anything serious to a human

    Social proof engine

    • Publishes review snippets to the site
    • Builds the trust signals on the page
    • Lifts conversion on the same traffic
    • Feeds the signals Google reads locally

  5. STG-5

    Lifetime nurture and retention

    The part almost nobody runs: keeping a homeowner for years rather than one transaction.

    Builders live on referrals. Warranty check-ins, seasonal notes on what you built, and a programme aimed at the architects who send you work.

    Continuous engagement

    • Seasonal reminders on your cycle
    • Quarterly check-ins
    • Birthday and anniversary offers
    • Annual review prompts

    AI client support bot

    • Instant answers to FAQs, 24/7
    • Reschedules an appointment without a call
    • Answers status enquiries
    • Looks up documents on request

    Database reactivation and referrals

    • Six month inactive trigger
    • A we-miss-you sequence that reads like a person
    • Monthly referral prompts
    • A VIP tier for your best homeowners

Put your own numbers in

One additional signed project covers the kit many times over here, so the real return is the estimator days the qualification gives back. Every box below starts on an assumption for construction and remodelling companies, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.

Your numbers

What that works out to

$148,086

recovered a month from calls you currently miss

1 days

for the $1,475 kit to cover itself

48 hours

a month currently going into work this kit is built to do

This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.

Installation

We install it free, and you get 10 hours with it

Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.

  1. Open the share link from your agency login. The snapshot appears in your own library.
  2. Load it into the sub-account. Around 12 minutes for a kit this size.
  3. Work the change list: your business values, your domain, your calendars, your numbers.
  4. Send a test contact through each of the three main paths, then publish.
Book a call about this kitOr hand the whole build over: Custom snapshot build

Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.

What the 10 hours cover

  • Installing the snapshot
  • Rebranding the website
  • A2P 10DLC registration and setup
  • Email service setup
  • A few more automations

Never in the hours, on any kit

  • Third-party integrations
  • Third-party API work
  • Custom software development

Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.

What support covers

Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.

In the box

Installing the snapshot
We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
Rebranding the website
Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
A2P 10DLC registration and setup
Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
Email service setup
Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
A few more automations
Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.

Separate engagement

Third-party integrations
Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
Third-party API work
Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
Custom software development
A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.

Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.

  • DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
  • InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
  • After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.

Construction company snapshot questions

A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The construction company kit is that copy built for construction and remodelling companies: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.

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