GoHighLevel Expert for Automation Tasks
Budget: $8 – $15 USD
I’m looking for a GoHighLevel specialist to automate and streamline our customer journey for a credit card payment processing company. We are 100% new to GHL and need an expert, The main goal is to remove all manual work from our marketing funnels and email flows — leads, campaigns, and follow-ups should run on autopilot.
Project Overview:
We’re building out funnels and automations to support our merchant services and payment processing solutions. The focus is on setting up efficient lead capture, tagging, and nurture sequences that convert prospects into scheduled calls and active clients.
Initial Scope:
• Audit the existing GHL account, pipeline, and funnel structure.
• Develop lead capture workflows that automatically tag and segment each new lead.
• Design a 3-step drip email campaign to educate and engage potential merchants about our services.
• Automate a weekly email newsletter using our provided template.
• Build a reusable broadcast campaign flow for outbound promotional emails.
• Implement dashboard metrics (open rates, clicks, conversions) for quick visibility on funnel performance.
Success Looks Like:
• New leads are automatically captured, tagged, and enrolled into the right drip campaigns.
• Weekly newsletters and outbound promos send on schedule with no manual clicks.
• I can easily tweak email copy, timing, or templates after handoff without breaking the automation.
All creative assets — copy, images, and email templates — will be provided. You’ll focus on triggers, conditions, sequences, and testing to ensure everything runs smoothly.
If this phase goes well, we’ll expand into advanced SEO, analytics, and multi-funnel optimization to drive more merchants and partners into our ecosystem.
Please include a short note (or better, a Loom video) showing similar GoHighLevel automations you’ve built, ideally in financial services, SaaS, or lead-generation funnels.
Project Overview:
We’re building out funnels and automations to support our merchant services and payment processing solutions. The focus is on setting up efficient lead capture, tagging, and nurture sequences that convert prospects into scheduled calls and active clients.
Initial Scope:
• Audit the existing GHL account, pipeline, and funnel structure.
• Develop lead capture workflows that automatically tag and segment each new lead.
• Design a 3-step drip email campaign to educate and engage potential merchants about our services.
• Automate a weekly email newsletter using our provided template.
• Build a reusable broadcast campaign flow for outbound promotional emails.
• Implement dashboard metrics (open rates, clicks, conversions) for quick visibility on funnel performance.
Success Looks Like:
• New leads are automatically captured, tagged, and enrolled into the right drip campaigns.
• Weekly newsletters and outbound promos send on schedule with no manual clicks.
• I can easily tweak email copy, timing, or templates after handoff without breaking the automation.
All creative assets — copy, images, and email templates — will be provided. You’ll focus on triggers, conditions, sequences, and testing to ensure everything runs smoothly.
If this phase goes well, we’ll expand into advanced SEO, analytics, and multi-funnel optimization to drive more merchants and partners into our ecosystem.
Please include a short note (or better, a Loom video) showing similar GoHighLevel automations you’ve built, ideally in financial services, SaaS, or lead-generation funnels.