Sourcing is already moving on Nerica and Jolie. This is the other half: getting your PropVault back up to date and working for you.
PropVault now does what GHL does, plus the property side. So the plan is a clean account, automations that run themselves, and GHL retired over time.
Right now Joanne runs your marketing in GHL: Meta ads, funnels, email sequences and SMS reminders. Your clients, properties and settlements live in PropVault. Two systems doing overlapping jobs.
Everything GHL does is now in PropVault or landing by the end of November. So we bring it all into one place, at your pace, and retire GHL once you're comfortable.
Nothing breaks along the way. While GHL is connected, leads keep flowing in and land in the right pipeline automatically. If you'd rather not touch it, give us access and our team sets it all up.
| Today | With PropVault |
|---|---|
| GHL, around $150 a month | Retired. Leads, funnels, forms, landing pages and sequences in PropVault |
| ID checks at $25 to $50 each | About $11 a check through StackGo, saved against the client |
| Agreements through PandaDoc | Included. Generate and send through the client portal once PandaDoc runs out next year |
| Invoicing done separately in Xero | Invoice from PropVault, synced to Xero |
| Client updates in WhatsApp chats | WhatsApp synced to the client record |
A lot has shipped since you last used it properly. You'll get a short video walkthrough of each one.
| Feature | What it does for you | Status |
|---|---|---|
| Campaigns and email templates | Email and SMS campaigns to clients, leads and partners | Live |
| Forms and landing pages | Strategy call forms and pages that feed straight into your pipeline | Live |
| Automations | Follow ups, reminders and post settlement check ins on autopilot | Live |
| Xero | Invoice clients directly from PropVault | Live |
| Gmail and calendar | Emails synced to clients and partners, agent emails turned into properties | Live |
| Calendly | Bookings land on the right client | Live |
| GHL sync | Leads flow from GHL into PropVault while you transition | Live |
| Homesnoop | Full due diligence on every property, $99 + GST a month | Live |
| StackGo | ID checks and AML, about $11 a check | Live |
| Claude or ChatGPT | Update records by typing, on the run | Live |
| Fathom | Call summaries posted to the client record | Live |
| Client chats synced to the record | Coming | |
| Meta and socials | Post content, plan your calendar and see insights from PropVault | Coming |
Coming means built and waiting on release or Meta approval. Target is everything you use GHL for by the end of November.
You've been with PropVault since the early days. Your 2 licences ran to 29 Oct 2026. From here it's just you, so you drop to 1 seat at a founding member rate, backdated to 29 Oct with no gap.
| 1 licence, 29 Oct 2026 to 29 Oct 2027 | Paid up front |
|---|---|
| 12 months, founding member rate | $1,560 + GST |
| Standard 12 month solo rate, for reference | $1,740 + GST |
Includes the account refresh, your automations, the GHL move, every new feature as it ships, and a direct line to Dineth. All prices ex GST.
Ten minutes on this page from you. We do everything else.
| # | What | Who | By | Done looks like | ✓ |
|---|---|---|---|---|---|
| THIS WEEK · GET THE DATA IN | |||||
| 1 | Reactivate your account | Dineth | Fri 13 Nov | You can log in | |
| 2 | Tap one status for each purchase and lead in sections 05 and 06 of this page. Add a line only if something changed | Bruno | Wed 18 Nov | About 10 minutes, every record has a status | |
| 3 | Drop anything you don't want from the automation list in section 07 | Bruno | Wed 18 Nov | We know what fires, when, and to who | |
| NEXT WEEK · WE CLEAN AND BUILD | |||||
| 4 | Clean up: settled deals closed off, ghosted clients archived, past clients moved to post purchase | PropVault | Fri 20 Nov | Your board only shows live work | |
| 5 | Build your automations and test them on a dummy client | PropVault | Fri 20 Nov | Each one working before it touches a client | |
| 6 | Feature walkthrough video | Dineth | Fri 20 Nov | You know where everything is | |
| WEEK 3 · CONNECT AND MOVE ACROSS | |||||
| 7 | 30 min with you and Joanne on GHL, or give us access and we set it up | Together | Wk of 23 Nov | GHL synced, every funnel mapped to PropVault | |
| 8 | Connect Gmail, Xero, and your Claude or ChatGPT | Together | Wk of 23 Nov | You type "move Nerica to settled" and it happens | |
| 9 | Optional: switch on Homesnoop and StackGo | Bruno | Your call | Due diligence and ID checks without leaving PropVault | |
| WEEK 4 · RETIRE GHL | |||||
| 10 | Funnels and sequences rebuilt in PropVault, Joanne signs off, we agree the GHL switch off date | Together | Fri 4 Dec | One written switch off date | |
Every open purchase in your account. Tap where each one's at. For offers and settlements, add the address and dates if you have them. Nerica and Jolie aren't here, we've got those.
Still sitting in onboarding or purchasing with no purchase started. Tap the board column each one belongs in now, or archive it.
Built from what you told us. Everything is on by default, tap Drop on anything you don't want.
| When this happens | Timing | What goes out | To | Keep? |
|---|---|---|---|---|
| Purchase moves to settled | Same day | Congrats email plus a Google review ask | Client | |
| Settled | +3 months | Reminder: run an appraisal on Hotspotting or RP Data, check their equity | Bruno | |
| Settled | +3 months | Portfolio pulse email with a link to book a catch up | Client | |
| Settled | Every 3 months after | Repeat both of the above, forever, without you touching it | Both | |
| Settled | +12 months | Anniversary equity review plus a referral ask | Client | |
| New build hits a stage (slab, frame, lock up, handover) | Same day | Short SMS update so they're not chasing you | Client | |
| Settlement date coming up | 7 days before | Checklist reminder | Client + Bruno | |
| New lead comes in from your Meta ads | Same day | Welcome email and SMS with your booking link, setter notified | Lead + setter | |
| Lead hasn't booked a call | +2 days, +5 days | Two follow ups in your wording | Lead | |
| Client stuck in one stage | 30 days no movement | Nudge to you so nobody goes quiet on the board | Bruno |
Start semi automated and we push it further once you trust it. Every email and SMS uses your wording.
| Week | What happens |
|---|---|
| Week 1from 12 Nov | Account back on, you tap through sections 05 to 07 and hit send |
| Week 2from 16 Nov | We clean up your records, build your automations, send the walkthrough video |
| Week 3from 23 Nov | GHL synced, Gmail, Xero and AI connected |
| Week 4from 30 Nov | Funnels moved across, GHL switch off date agreed |
Here's what goes back to us. Check it over, then hit send.
12 months, just you, $1,560 + GST paid up front
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