GoHighLevel Automation for IMS Energy
Budget: $250 – $750 AUD
We are looking to build a fully automated lead-to-sale system for IMS Energy using GoHighLevel.
When a customer submits an enquiry through our website (mainly through SEO and organic traffic), the lead should go directly into GoHighLevel CRM. From there, our AI system should immediately respond with automated calls, SMS, email confirmations, reminders, and booking links to schedule a consultation. The system should integrate with Google Calendar for appointment scheduling.
Once an appointment is booked, the system should automatically collect more detailed information from the customer such as roof type, electricity bill, property details, phase type, and system interest. Based on this information, the system should trigger our solar calculator and integrate with Pylon (which we currently use for solar proposals) to generate a proposal automatically.
The proposal should be sent directly to the customer where they can review and accept or reject it. After that, the AI assistant should continue automated follow-ups through calls, messages, and reminders to help move the customer toward closing the deal.
The goal is to have a fully integrated workflow from enquiry → appointment → proposal → follow-up → closed deal.
We already have a GoHighLevel subscription and some workflow charts prepared that can be shared. We are looking for one or two people who understand GoHighLevel automation, AI integrations, CRM pipeline setup, and proposal system integration to build and implement this system properly.
When a customer submits an enquiry through our website (mainly through SEO and organic traffic), the lead should go directly into GoHighLevel CRM. From there, our AI system should immediately respond with automated calls, SMS, email confirmations, reminders, and booking links to schedule a consultation. The system should integrate with Google Calendar for appointment scheduling.
Once an appointment is booked, the system should automatically collect more detailed information from the customer such as roof type, electricity bill, property details, phase type, and system interest. Based on this information, the system should trigger our solar calculator and integrate with Pylon (which we currently use for solar proposals) to generate a proposal automatically.
The proposal should be sent directly to the customer where they can review and accept or reject it. After that, the AI assistant should continue automated follow-ups through calls, messages, and reminders to help move the customer toward closing the deal.
The goal is to have a fully integrated workflow from enquiry → appointment → proposal → follow-up → closed deal.
We already have a GoHighLevel subscription and some workflow charts prepared that can be shared. We are looking for one or two people who understand GoHighLevel automation, AI integrations, CRM pipeline setup, and proposal system integration to build and implement this system properly.