Setup & Training: GoHighLevel Marketing & Sales Automations

Project Brief: Marketing & Sales Automation Proof of Concept (GoHighLevel)
Objective + Quote on Build and Ongoing Support
To increase efficiency and effectiveness across the entire marketing - sales funnel, so the sales team focuses only on high-value opportunities, while marketing can effectively nurture and qualify leads down the funnel and clearly demonstrate ROI - across multiple brands with distinct goals, processes, and reporting needs.

We also want to:
Centralise communication across sales and marketing (phone, WhatsApp, Instagram DMs, email, SMS).
Improve reporting & ROI tracking to align marketing activity with sales outcomes.
Deliver a scalable proof of concept we can expand into a full rollout.

Timeline: ASAP
Focus Areas
Business priorities
Multi-Brand Capability
Configure separate brand workspaces within GoHighLevel.

Tailor each brand’s:
Pipelines and deal stages
Automation workflows
Reporting dashboards
Custom contact fields
Set up user permissions so teams only see the data relevant to their brand.

Sales Enablement
Pipeline management with clear visibility of lead stages.
Integrated communication tools (phone, WhatsApp, Instagram DMs, email, SMS).
Automatic lead assignment and routing.
Conversion reporting to track which activities drive revenue.
Lead scoring oversight so sales only works qualified leads.
Comprehensive email sequences we can enroll clients into

Marketing Automation
Lead nurturing sequences to push prospects down the funnel before handover.
Multi-channel automation (email, SMS, WhatsApp, etc.).
Segmentation and targeting for different buyer journeys.
Campaign reporting & ROI dashboards to connect marketing activity to pipeline and revenue.
Integration capabilities with ad platforms e.g. Meta and Google Ads

Scope of Work
Freelance tasks
1. Discovery and walkthrough
Review our current sales/marketing setup and pain points.
Provide an overview of GoHighLevel features relevant to our needs.

2. Proof of concept setup
Configure a test account with pipeline stages.
Build 1–2 automation workflows (e.g. lead nurture sequence, auto-lead assignment, scoring rules).
Connect and demonstrate at least one communication channel (e.g. email + WhatsApp or phone).
Connect a test Gravity form with GHL

3. Reporting demo
Create a sample dashboard showing sales conversion and lead progress through the funnel.

4. Training and handover
Walk us through the setup (live call or recorded session).
Provide a short guide and recommendations for next steps if we proceed with full rollout.

Deliverables
A functioning GoHighLevel proof-of-concept account, tailored to our brands.
Demonstration of:

Pipeline management
Comms & form integration
Lead scoring
Reporting
API scoping

Documentation and recommendations for scaling up and ongoing ad-hoc support