Discovery
Clients express preferences and priorities. Their confirmed answers remain editable.
HouseDNA / Plan your client experience. Products, template availability and service scope are described transparently; no purchase or automated enrollment is enabled.
HouseDNA / Client journey & CRM
Carry the insight into the relationship.
A preference profile becomes useful when the next conversation reflects it. Plan a clear handoff from HouseDNA discovery to your team’s agreed follow-up.
Discover what matters. See what fits.
One journey, with clear ownership.
These steps describe the intended configured client experience. The private showcase does not submit client answers to GoHighLevel.
Review
You and your clients review the report, unresolved questions and intended next action.
Follow-through
With the right permissions and configuration, an inquiry goes to the agreed team and follow-up process.
Your business. Your client relationships.
A dedicated HighLevel workspace is part of the proposed service scope, with access and responsibilities agreed during setup.
Organized conversations
Define lead ownership, useful stages, tasks and response expectations. A pipeline is a working process, not a promise of sales.
Thoughtful communication
Configure approved email and service messages. SMS needs the appropriate registration, consent, opt-out and reply handling.
A deliberate connection
Agree what profile information should enter the CRM, who can see it and how clients can update it.
Build around the way you work.
We confirm supported integrations, usage charges and the handoff before launch.
Does this preview start automated follow-ups?
No. These draft pages do not create contacts, update GoHighLevel fields, enroll workflows or send emails or texts. The production inquiry and onboarding destinations will be connected after approval and delivery testing.
Can the showcase’s full discovery profile already be sent to my CRM?
That production connection is not active here. The agreed scope must define the fields, permissions, data handling and validation before it is enabled.