Automate Sales in GoHighLevel -- 2
Budget / SalaryC$30–250
TypeFreelance project
LocationRemote
Posted4 hours ago
I need my GoHighLevel account configured so that sales activities run on autopilot. The focus is full-scale sales automation: every new lead should enter the right funnel, receive the correct sequence of follow-up emails, be scored in real time, and see available appointment slots without anyone on my team lifting a finger. My ultimate use case is to create automated real estate systems capturing all leads through social media, forms, manual lead creation, and import everything from FollowUpBoss CRM.
1. Migration (blocking)
• FUB migration incomplete — phone number, contacts, and fields not fully migrated. Notes in each FUB contact contain data that needs to be read and mapped into the correct GHL custom fields, not left as unstructured notes.
• Number porting not started — Twilio has no porting request on file. Need this submitted immediately; it’s a hard dependency for calls/texts going live.
2. Data Foundation (do before building more automation on top)
• Contact fields — currently bloated/unstructured; needs a review and cleanup pass.
• Custom values — not in use at all. Need to be implemented for both workflows and email templates so content (phone numbers, office info, links, etc.) is centrally managed instead of hardcoded.
• Tags, custom fields, and custom values — full review needed as a system foundation before further build-out.
• Lead scoring — currently done manually inside workflows. Should use GHL’s native lead scoring engine instead of workflow logic doing this job.
3. Configuration Gaps
• Survey — current version doesn’t match requirements: brand colors not applied, no rental application section, and the questions don’t collect useful information. Needs a rebuild.
• Website forms — GHL forms need to be embedded on the website so every website submission lands in GHL directly.
• Lead source integrations — Facebook/Meta ads, Realtor.ca, and other lead sources are not yet connecting into GHL.
• Meta Ads connection — Meta Ads account needs to be connected to GHL.
• Ad Manager configuration — GHL’s ad manager tools need to be set up to support lead generation and speed-to-lead at scale.
• Social media workflow — configuration for social post scheduling/workflow not done.
• IG/FB messages → contact creation — needs to be confirmed working, including handling messages that come in without a phone number.
• Google Calendar integration — not yet connected.
• iPhone/Contacts sync — contact intake from iPhone Contacts into GHL not yet working.
• Trigger links — not currently used anywhere; want these evaluated for use in workflows, and all links running on our own domain (not GHL’s default domain).
• Manual triggers — need the ability to manually trigger workflows/conversations and send a specific email template to a specific contact on demand.
4. Rental Process (new workflow needed)
Single link sent to prospective tenant that:
1. Explains the process
2. Captures basic details (form)
3. Captures the full rental application within the same flow
4. Sends a text confirmation on submission
5. Updates the CRM — creates/updates the contact and attaches the rental application
6. Hands off to a human for next steps
5. Email
• Templates need to be finished properly.
• Necessary nurture/follow-up campaigns still need to be built.
6. Workflow Hygiene
• Rename workflows so they’re understandable at a glance.
• Remove unused/redundant workflows.
• Optimize remaining workflows.
7. Testing (required before handoff — nothing has been tested end-to-end)
Full end-to-end test covering:
• All workflows, surveys, social workflows
• Opportunities and pipeline automation
• IG/FB message → contact creation (with and without phone number)
• Google Calendar and Contacts integrations
• AI knowledge base — review and improve as needed
• All three transaction types — buyer, seller, tenant — through every lead source
8. Handoff / Training
• Full walkthrough of the completed system: what each piece is, how to use it, where each function lives.
• Live test session together covering buyer, seller, and tenant flows across all lead sources, so I can confirm everything works before sign-off.
1. Migration (blocking)
• FUB migration incomplete — phone number, contacts, and fields not fully migrated. Notes in each FUB contact contain data that needs to be read and mapped into the correct GHL custom fields, not left as unstructured notes.
• Number porting not started — Twilio has no porting request on file. Need this submitted immediately; it’s a hard dependency for calls/texts going live.
2. Data Foundation (do before building more automation on top)
• Contact fields — currently bloated/unstructured; needs a review and cleanup pass.
• Custom values — not in use at all. Need to be implemented for both workflows and email templates so content (phone numbers, office info, links, etc.) is centrally managed instead of hardcoded.
• Tags, custom fields, and custom values — full review needed as a system foundation before further build-out.
• Lead scoring — currently done manually inside workflows. Should use GHL’s native lead scoring engine instead of workflow logic doing this job.
3. Configuration Gaps
• Survey — current version doesn’t match requirements: brand colors not applied, no rental application section, and the questions don’t collect useful information. Needs a rebuild.
• Website forms — GHL forms need to be embedded on the website so every website submission lands in GHL directly.
• Lead source integrations — Facebook/Meta ads, Realtor.ca, and other lead sources are not yet connecting into GHL.
• Meta Ads connection — Meta Ads account needs to be connected to GHL.
• Ad Manager configuration — GHL’s ad manager tools need to be set up to support lead generation and speed-to-lead at scale.
• Social media workflow — configuration for social post scheduling/workflow not done.
• IG/FB messages → contact creation — needs to be confirmed working, including handling messages that come in without a phone number.
• Google Calendar integration — not yet connected.
• iPhone/Contacts sync — contact intake from iPhone Contacts into GHL not yet working.
• Trigger links — not currently used anywhere; want these evaluated for use in workflows, and all links running on our own domain (not GHL’s default domain).
• Manual triggers — need the ability to manually trigger workflows/conversations and send a specific email template to a specific contact on demand.
4. Rental Process (new workflow needed)
Single link sent to prospective tenant that:
1. Explains the process
2. Captures basic details (form)
3. Captures the full rental application within the same flow
4. Sends a text confirmation on submission
5. Updates the CRM — creates/updates the contact and attaches the rental application
6. Hands off to a human for next steps
5. Email
• Templates need to be finished properly.
• Necessary nurture/follow-up campaigns still need to be built.
6. Workflow Hygiene
• Rename workflows so they’re understandable at a glance.
• Remove unused/redundant workflows.
• Optimize remaining workflows.
7. Testing (required before handoff — nothing has been tested end-to-end)
Full end-to-end test covering:
• All workflows, surveys, social workflows
• Opportunities and pipeline automation
• IG/FB message → contact creation (with and without phone number)
• Google Calendar and Contacts integrations
• AI knowledge base — review and improve as needed
• All three transaction types — buyer, seller, tenant — through every lead source
8. Handoff / Training
• Full walkthrough of the completed system: what each piece is, how to use it, where each function lives.
• Live test session together covering buyer, seller, and tenant flows across all lead sources, so I can confirm everything works before sign-off.
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