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Guided Flows

Conversations that qualify

A guided flow is your best intake call, rebuilt as a friendly chat. The right questions, in the right order, answered in taps, ending with contact details and a thank you.

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The home builder template

The questions builders actually need answered

Porchlight ships with an intake flow written for residential construction. Project type, budget range, timeline, lot status, bedrooms. The qualifiers your sales team asks on every first call.

  • Start from a proven script. The template covers the questions that separate dreamers from buyers.
  • Edit every word. Rename options, change budget bands, add a question about your communities.
  • Versioned publishing. Tune the flow and publish a new version any time. Live chats always get the latest.
HaileySunrise Custom Homes
What kind of project are you planning?
New custom home Full remodel Addition
New custom home
Great choice. Do you already own your lot?
Yes, we own it Still looking
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Branching

Every answer shapes the next question

A visitor who owns a lot gets different questions than one still searching. Flows branch on answers, so nobody wastes a tap on a question that does not apply to them.

  • Skip what does not apply. Remodel leads never see lot questions. Lot owners never see land search help.
  • Answers feed the score. Budget and timeline responses flow straight into lead scoring.
  • An open door at every step. Visitors can ask Hailey a side question and the flow resumes right where it paused.
How the AI fits in
QDo you already own your lot?
AYes: ask where it is and what stage the plans are at
BNot yet: offer help finding land in your communities
The capture

The easiest contact form they will ever fill

By the time Porchlight asks for a name and number, the visitor has already invested a minute and gotten value back. The capture step feels like a natural close, not a toll booth.

  • Validated as they type. Email and phone formats are checked inline, so bad data never reaches your CRM.
  • A proper thank you. A success animation and a personal confirmation set expectations for the follow up.
  • Answers travel together. Contact details plus every answer and the full transcript arrive as one lead.
Where the lead lands
HaileySunrise Custom Homes
Perfect. Where should we send your estimate?
Jordan Milesjordan.miles@example.com
(555) 014 2287
You are all set, Jordan. Our team will reach out today.
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Great intake feels like hospitality, not paperwork.

Nobody abandons a good conversation. They abandon forms. Guided flows keep the warmth of a real welcome while quietly gathering everything your sales team needs.

Working with flows

From template to your perfect script

You are never starting from a blank page, and you are never locked in.

1

Start from the template

The home builder flow is ready on day one. Launch with it as is, or tweak it first.

2

Make it sound like you

Rewrite questions in your voice, adjust budget bands to your market, add or remove steps.

3

Publish a new version

Changes go live as a fresh flow version. Learn from analytics, refine and publish again.

Keep exploring

What the flow feeds

Lead Scoring

Flow answers are the raw material for the 1 to 5 score attached to every lead.

See scoring

Analytics

See completion per question and find the exact step where visitors hesitate.

Explore analytics

CRM Sync

Finished flows become contacts, notes and opportunities in GoHighLevel automatically.

See CRM sync

Take the flow for a test drive

Tap through the home builder template yourself. It takes about a minute, which is exactly the point.

Try the sandbox demo