The Ultimate Guide to Mastering HonorElevate: Build Your AI-Powered Business System From the Ground Up

TL;DR

Just landed your HonorElevate account? This isn’t just a CRM or a calendar tool—it’s your all-in-one AI-fueled business command center. Whether you’re a realtor, business owner, entrepreneur, coach, or creator, this walkthrough shows you exactly how to maximize every feature in the system, from setting up your first calendar to unleashing AI voice agents and building your own digital marketing empire. Get ready to transform the way you do business, automate like a boss, and outpace your competition 24/7, 365.

Welcome to your new favorite tool. This isn’t some plug-and-play CRM that collects dust on your desktop—it’s a full-service, AI-powered ecosystem that can automate lead generation, handle client communication, run your social campaigns, schedule meetings, build your blog, respond to reviews, and even speak with clients via AI voice.

I’m Connor MacIvor, a former LAPD motor cop turned real estate leader, artificial intelligence strategist, and body transformation junkie. My life mission? Helping driven professionals like you get more done with less effort—and use every tool in the HonorElevate arsenal.

Let’s get your system humming like a V12.

Part 1: First Login and Mobile Setup

Access HonorElevate

• Visit app.honorelevate.com

• Use the login credentials provided by me or the HonorElevate team.

Download the Mobile App (Do This!)

• Install Lead Connector from the Apple App Store or Google Play.

• Look for the dark blue and white chat bubble icon with a bolt of lightning in the middle.

Why the mobile app matters:

• Real-time notifications

• On-the-go lead capture

• Instant response to incoming texts, calls, bookings

With just the app, you can functionally run your real estate business or marketing agency from your phone.

Part 2: Your First Dashboard Tour

Once you log in, you'll land on the Launchpad. It’s your cockpit. Here are the first buttons to click:

✅ Connect Google My Business

• Boosts SEO

• Allows posting, updates, reviews, and GMB messaging inside the app

• Essential for reputation and local visibility

✅ Link Facebook Business Page

• Required for Facebook and Instagram integrations

• Enables messaging, posting, ad retargeting, and automation

• Note: Must be a business page. Personal profiles will not connect.

Optional (but awesome):

• WhatsApp: Direct connect for global comms

• Instagram: Required for scheduling posts and responding to DMs

• LinkedIn, TikTok, YouTube: For full-spectrum content automation

• WordPress: Only connect if we’re doing blogging right away

Pro Tip: Always be logged into the social accounts you want to connect on the same browser where you’re accessing HonorElevate.

Part 3: Calendar Setup – Your Booking Engine

This calendar will be the core of how clients book you. Let’s dial it in:

Step-by-Step Setup:

1. Navigate to Calendars > Calendar Settings

2. Choose the default calendar or create a new one

3. Click Edit Calendar and start personalizing:

   • Add your business logo

   • Set the name to something like: “Schedule with [Your Name]”

   • Add a friendly description

   • Choose availability (add weekends if you're in real estate)

   • Add buffers between appointments

Sync With External Calendars

• Sync your Gmail or Outlook calendar to avoid double bookings

• Click "Integrate with Google/Outlook" inside settings

• Enables two-way sync: Any booking here also appears in your phone/email calendar

Notifications Setup

• Free plans: Turn on mobile push notifications

• Paid plans: Enable email and SMS alerts for both you and the client

• Custom reminders: Add confirmation, reschedule, and no-show sequences

Power Move: Create multiple calendar types for different appointment types (buyer consult, listing call, coaching session, etc.)

Part 4: Business Profile – This Data Drives Everything

Go to Settings > Business Profile and complete:

• Legal business name (exact match to tax forms)

• EIN (important for A2P 10DLC registration, required for SMS delivery)

• Email address (client-facing)

• Business phone (used for AI voice, SMS alerts, call tracking)

• Website domain or subdomain

If you don’t yet have a website, I can help you build one using HonorElevate’s built-in site builder. It’s drag-and-drop easy and SEO-optimized.

Understanding Subdomains

If you already have a domain, we’ll create a subdomain for specialized tools:

• blog.yoursite.com for your blog

• book.yoursite.com for calendar links

• ai.yoursite.com for your chatbot or voice assistant

We can set this up in minutes if your domain is with GoDaddy, Namecheap, or similar. Let me know.

Part 5: Email & SMS Wallet

Emails and texts sent from the system aren’t free—but they’re very cheap.

Cost Breakdown:

• Emails: ~$0.002 per email (500 emails = $1)

• SMS: <$0.01 per message (depends on carrier)

To activate:

• Add a payment method under Billing Settings

• Set up a wallet that auto-reloads in $10, $20, or $50 increments

If we haven’t talked about this, just message me and I’ll walk you through it.

Part 6: Staff, Teams, and Permissions

Running with a squad? Here’s how to keep your system tight:

Go to Settings > My Staff:

• Add buyer agents, VAs, ISAs, or partners

• Assign roles: Admin or User

Best practice:

• YOU are the only Admin

• Everyone else = User

• Customize access to Conversations, Pipelines, Calendar, etc.

Part 7: Conversations – One Inbox to Rule Them All

Every communication lives here:

• Facebook messages

• Texts/SMS

• Emails (if activated)

• Missed calls

• Web form inquiries

This unified inbox is GOLD. You can assign conversations, respond on mobile, and even enable auto-replies when leads come in.

Bonus: You can attach lead tags and assign them to different campaigns.

Part 8: Workflows and Automations – Set It and Scale It

Workflows are the engine room of your HonorElevate ship.

Use them to:

• Auto-respond to Facebook leads

• Send calendar confirmations

• Nurture leads for days or weeks

• Drop voicemails automatically

• Detect frustration and escalate to human

Anatomy of a Workflow:

• Trigger: Someone submits form, books calendar, texts in, etc.

• Action: Send email, start SMS drip, assign task, notify agent

We’ll build your first one together. Once you see the power—you’ll be hooked.

Part 9: Blogging, Funnels, and Website Creation

Want a beautiful blog or funnel without hiring a dev team?

• Go to Sites > Blog

• Click Create New Blog

• Choose template

• Customize colors, images, layout, and branding

• Link it to your domain or subdomain

Perfect for:

• Real estate listings

• SEO lead capture

• Educational content

You can also build:

• Landing pages

• Webinar signups

• Freebie downloads

• Product sales pages

All drag-and-drop. No code needed.

Part 10: Connecting Your Social Media Profiles

You’re about to become omnipresent.

Navigate to Marketing > Social Planner:

Supported Platforms:

• Facebook (business page only)

• Instagram (linked through FB)

• LinkedIn

• Google My Business

• TikTok

• Twitter

• YouTube

Connect each platform by clicking the icon and authorizing access. Make sure you're logged into each in your browser.

You can now:

• Schedule posts

• Create content libraries

• Use pre-built templates (plumbers, beauticians, realtors—you name it)

• Run automated weekly/monthly posting

Part 11: AI Voice and Chat Agents

Yes, we’re going full Iron Man here.

With paid features, we can:

• Assign an AI voice assistant to answer your calls

• Detect keywords, questions, even emotion

• Schedule appointments on your calendar

• Transfer to a live human when necessary

Training the AI:

• I’ll use your docs, website, blogs, and FAQs

• It will sound and respond like you

• We test it thoroughly before going live

Once it’s deployed:

• It answers 24/7

• Speaks fluent sales

• Follows your script to a T

Part 12: Reputation Management

Never ask for reviews manually again.

Use AI automation to:

• Request Google/Facebook/Yelp reviews

• Monitor sentiment (pre-check for bad reviews)

• Boost 4-5 star reviews to your profile

• Run “Resurrection” campaigns to re-engage past clients

If your reputation needs work—we can fix that too.

Part 13: Reporting & Metrics

Your control tower.

Track:

• Open/response rates

• Funnel conversions

• Appointment shows/no-shows

• Staff productivity

• Ad ROI (if running paid traffic)

View it daily to keep your finger on the pulse.

Part 14: Creating a Course or Community

Become an authority. Build:

• Private coaching groups

• Real estate client hubs

• Paid online courses

• Buyer/seller education centers

This feature is massive if you’re:

• A coach or mentor

• A personal trainer or health expert

• A local service provider with loyal clients

Go to Sites > Communities and start building.

Part 15: Need Help or Want It Done For You?

I get it—this is a lot. But it’s worth it.

If you want me to:

• Build your calendar

• Set up automations

• Integrate AI voice

• Create social post libraries

• Build your blog

Just reach out to me:

• [email protected]

• Call or text 661-367-8685

• Test my AI voice at 661-219-7299

Final Recap: Your Roadmap to Success with HonorElevate

Here’s everything we covered:

• ✅ Account login + app download

• ✅ Social media and Google My Business connections

• ✅ Calendar build + external sync

• ✅ Complete your business profile

• ✅ Set up wallet for email/SMS marketing

• ✅ Add team with role-based access

• ✅ Use the unified inbox for all convos

• ✅ Automate everything with workflows

• ✅ Create a blog, funnel, or full website

• ✅ Dominate social with post automation

• ✅ Add AI voice + chatbot capabilities

• ✅ Manage and improve online reviews

• ✅ Track all metrics in reporting tab

• ✅ Build digital communities + courses

• ✅ Reach out when you want pro support

Let’s launch your AI-fueled empire.