Go high level CRM set-full automation, webhook and email sequences
Budget: £250 – £750 GBP
Hi
I'm Richard, founder of Revio Hair (reviohair.com) — a UK-based e-commerce marketplace that connects professional hair salons with their clients for product sales. We're a startup going live now and need a complete GoHighLevel setup built from scratch.
I have a detailed blueprint document with all email copy, sequences, and automation logic written out word-for-word — so you won't need to write any content. You just need to build it.
ABOUT THE BUSINESS
Revio is a marketplace platform where:
• Salons list professional hair products in their own branded online shop (hosted on our platform)
• Clients buy products directly from their salon online — no middleman
• Revio handles fulfilment, payments (via Stripe Connect), and takes 80% commission; salons receive 20%
• Clients can buy one-off products OR subscribe for monthly deliveries (subscription model)
We have 4 distinct audiences that need separate nurture sequences:
1 Salon owners — we need to onboard them onto our platform
2 Salon clients (one-off buyers) — we need to convert them to subscribers
3 Salon clients (subscribers) — we need to retain them and reduce churn
4 Brands/suppliers — we need to attract professional hair brands to supply through us
WHAT I NEED BUILT IN GOHIGHLEVEL
1. CRM & PIPELINE SETUP
Pipeline 1 — Salon Acquisition:
• Lead In → Contacted → Discovery Call Booked → Demo Given → Onboarding → Active Salon → Churned
Pipeline 2 — Brand Acquisition:
• Lead In → Contacted → Proposal Sent → Negotiating → Onboarded → Active Brand
Pipeline 3 — Client Lifecycle:
• New Client → First Purchase → Repeat Buyer → Subscriber → At Risk → Churned
2. AUTOMATED EMAIL/SMS SEQUENCES (6 sequences)
I have all the email copy written. You just need to build the workflows and plug the copy in.
Sequence 1 — Salon Onboarding Welcome (5 emails over 14 days)
• Triggered when: A salon signs up on our platform
• Purpose: Guide them through setup, connect bank, add products, go live
• Includes: Welcome email, setup reminder, "connect your bank" nudge, "your shop is live" confirmation, first-week tips
Sequence 2 — Salon Re-engagement (3 emails over 7 days)
• Triggered when: A salon hasn't logged in for 14+ days
• Purpose: Bring them back, show them what they're missing (sales data, client activity)
Sequence 3 — New Client Welcome (4 emails over 10 days)
• Triggered when: A client makes their first purchase
• Purpose: Thank them, introduce the subscription option, offer incentive to subscribe
• KEY GOAL: Convert one-off buyers into subscribers
Sequence 4 — Subscription Upsell (5 emails over 21 days)
• Triggered when: A client has made 2+ one-off purchases but is NOT on a subscription
• Purpose: Show them the value of subscribing (save money, never run out, exclusive perks)
• Includes: Cost comparison (one-off vs subscription savings), testimonials, limited-time offer, "your products are running low" reminder, final nudge with discount code
• SMS touchpoint: Day 14 — "Your [product] is probably running low. Subscribe & save 10% — never run out again [link]"
Sequence 5 — Subscriber Retention & Churn Prevention (ongoing)
• Triggered when: Subscriber is approaching renewal OR shows signs of churn (skipped delivery, paused, etc.)
• Purpose: Keep them subscribed, reduce cancellations
• Includes: "Your next delivery is coming" excitement email, loyalty milestone emails (3 months, 6 months, 12 months), "We noticed you paused — here's why others love it" recovery email
• SMS touchpoint: If subscription is about to lapse — "Hey [name], your subscription renews in 3 days. Need to make changes? [link]"
Sequence 6 — Brand Outreach (3 emails over 10 days)
• Triggered when: We add a brand as a lead in the pipeline
• Purpose: Introduce Revio, explain the model, get them on a call
• Includes: Introduction email, case study/social proof, meeting booking link
3. WEBHOOK/API INTEGRATION WITH OUR PLATFORM
This is critical. Our platform (reviohair.com) is built on a custom tech stack (React + tRPC + Stripe Connect). We need GoHighLevel to talk to our platform via webhooks.
Triggers FROM our platform TO GoHighLevel:
• New salon signs up → Create contact in GHL + add to Salon Pipeline + trigger Sequence 1
• New client makes first purchase → Create contact in GHL + trigger Sequence 3
• Client makes 2nd+ purchase (not subscribed) → Trigger Sequence 4 (subscription upsell)
• Client subscribes → Move to "Subscriber" stage + trigger Sequence 5
• Client pauses/cancels subscription → Trigger churn prevention workflow
• Salon inactive 14+ days → Trigger Sequence 2
We will provide the webhook URLs and payload format. You just need to set up the GHL side to receive and process them correctly.
4. SUBSCRIPTION UPSELL AUTOMATION (PRIORITY)
This is where our recurring revenue comes from. The automation needs to be smart:
• Track how many one-off purchases a client has made
• After 2+ purchases of the same or similar products, trigger the upsell sequence
• Use personalisation: "[Name], you've bought [Product] twice now. Did you know you can save 15% by subscribing?"
• If they don't convert after the email sequence, add them to a monthly "gentle reminder" drip
• Once they subscribe, immediately stop all upsell sequences and move them to the retention workflow
5. REPORTING DASHBOARD
I need a simple dashboard showing:
• Number of new salon leads this month
• Number of new client contacts this month
• Subscription conversion rate (one-off buyers → subscribers)
• Email open rates and click rates per sequence
• Pipeline stage counts (how many salons at each stage)
6. SOCIAL MEDIA SCHEDULING (BASIC SETUP)
• Connect our Instagram, Facebook, LinkedIn, and TikTok accounts
• Set up the posting calendar structure (we'll create the content)
• Show me how to schedule posts going forward
7. TAGS & SEGMENTATION
Set up the following tags for proper segmentation:
• salon-owner, salon-active, salon-churned
• client-one-off, client-repeat, client-subscriber, client-churned
• brand-lead, brand-active
• subscription-upsell-in-progress, subscription-upsell-completed
• high-value-client (3+ orders or £100+ lifetime spend)
WHAT I'LL PROVIDE YOU
5 Full email copy for all 6 sequences (word-for-word — you just paste it in)
6 Webhook endpoint documentation (what data our platform sends)
7 Access to our GoHighLevel account
8 Brand assets (logo, colours, fonts) for email templates
9 A 30-minute call to walk you through the platform if needed
TIMELINE & BUDGET
• I'd like this completed within 10 days maximum
• Happy to discuss your Premium package or a custom quote based on this scope
• Open to hourly work for any extras beyond this brief
IMPORTANT NOTES
• The webhook integration is non-negotiable — this must work with our live platform
• The subscription upsell sequence is the highest priority automation
• Everything must be clean, professional, and scalable (we'll be adding more salons over time)
• I'm UK-based (GMT timezone) — prefer async communication via Fiverr messages
I'm Richard, founder of Revio Hair (reviohair.com) — a UK-based e-commerce marketplace that connects professional hair salons with their clients for product sales. We're a startup going live now and need a complete GoHighLevel setup built from scratch.
I have a detailed blueprint document with all email copy, sequences, and automation logic written out word-for-word — so you won't need to write any content. You just need to build it.
ABOUT THE BUSINESS
Revio is a marketplace platform where:
• Salons list professional hair products in their own branded online shop (hosted on our platform)
• Clients buy products directly from their salon online — no middleman
• Revio handles fulfilment, payments (via Stripe Connect), and takes 80% commission; salons receive 20%
• Clients can buy one-off products OR subscribe for monthly deliveries (subscription model)
We have 4 distinct audiences that need separate nurture sequences:
1 Salon owners — we need to onboard them onto our platform
2 Salon clients (one-off buyers) — we need to convert them to subscribers
3 Salon clients (subscribers) — we need to retain them and reduce churn
4 Brands/suppliers — we need to attract professional hair brands to supply through us
WHAT I NEED BUILT IN GOHIGHLEVEL
1. CRM & PIPELINE SETUP
Pipeline 1 — Salon Acquisition:
• Lead In → Contacted → Discovery Call Booked → Demo Given → Onboarding → Active Salon → Churned
Pipeline 2 — Brand Acquisition:
• Lead In → Contacted → Proposal Sent → Negotiating → Onboarded → Active Brand
Pipeline 3 — Client Lifecycle:
• New Client → First Purchase → Repeat Buyer → Subscriber → At Risk → Churned
2. AUTOMATED EMAIL/SMS SEQUENCES (6 sequences)
I have all the email copy written. You just need to build the workflows and plug the copy in.
Sequence 1 — Salon Onboarding Welcome (5 emails over 14 days)
• Triggered when: A salon signs up on our platform
• Purpose: Guide them through setup, connect bank, add products, go live
• Includes: Welcome email, setup reminder, "connect your bank" nudge, "your shop is live" confirmation, first-week tips
Sequence 2 — Salon Re-engagement (3 emails over 7 days)
• Triggered when: A salon hasn't logged in for 14+ days
• Purpose: Bring them back, show them what they're missing (sales data, client activity)
Sequence 3 — New Client Welcome (4 emails over 10 days)
• Triggered when: A client makes their first purchase
• Purpose: Thank them, introduce the subscription option, offer incentive to subscribe
• KEY GOAL: Convert one-off buyers into subscribers
Sequence 4 — Subscription Upsell (5 emails over 21 days)
• Triggered when: A client has made 2+ one-off purchases but is NOT on a subscription
• Purpose: Show them the value of subscribing (save money, never run out, exclusive perks)
• Includes: Cost comparison (one-off vs subscription savings), testimonials, limited-time offer, "your products are running low" reminder, final nudge with discount code
• SMS touchpoint: Day 14 — "Your [product] is probably running low. Subscribe & save 10% — never run out again [link]"
Sequence 5 — Subscriber Retention & Churn Prevention (ongoing)
• Triggered when: Subscriber is approaching renewal OR shows signs of churn (skipped delivery, paused, etc.)
• Purpose: Keep them subscribed, reduce cancellations
• Includes: "Your next delivery is coming" excitement email, loyalty milestone emails (3 months, 6 months, 12 months), "We noticed you paused — here's why others love it" recovery email
• SMS touchpoint: If subscription is about to lapse — "Hey [name], your subscription renews in 3 days. Need to make changes? [link]"
Sequence 6 — Brand Outreach (3 emails over 10 days)
• Triggered when: We add a brand as a lead in the pipeline
• Purpose: Introduce Revio, explain the model, get them on a call
• Includes: Introduction email, case study/social proof, meeting booking link
3. WEBHOOK/API INTEGRATION WITH OUR PLATFORM
This is critical. Our platform (reviohair.com) is built on a custom tech stack (React + tRPC + Stripe Connect). We need GoHighLevel to talk to our platform via webhooks.
Triggers FROM our platform TO GoHighLevel:
• New salon signs up → Create contact in GHL + add to Salon Pipeline + trigger Sequence 1
• New client makes first purchase → Create contact in GHL + trigger Sequence 3
• Client makes 2nd+ purchase (not subscribed) → Trigger Sequence 4 (subscription upsell)
• Client subscribes → Move to "Subscriber" stage + trigger Sequence 5
• Client pauses/cancels subscription → Trigger churn prevention workflow
• Salon inactive 14+ days → Trigger Sequence 2
We will provide the webhook URLs and payload format. You just need to set up the GHL side to receive and process them correctly.
4. SUBSCRIPTION UPSELL AUTOMATION (PRIORITY)
This is where our recurring revenue comes from. The automation needs to be smart:
• Track how many one-off purchases a client has made
• After 2+ purchases of the same or similar products, trigger the upsell sequence
• Use personalisation: "[Name], you've bought [Product] twice now. Did you know you can save 15% by subscribing?"
• If they don't convert after the email sequence, add them to a monthly "gentle reminder" drip
• Once they subscribe, immediately stop all upsell sequences and move them to the retention workflow
5. REPORTING DASHBOARD
I need a simple dashboard showing:
• Number of new salon leads this month
• Number of new client contacts this month
• Subscription conversion rate (one-off buyers → subscribers)
• Email open rates and click rates per sequence
• Pipeline stage counts (how many salons at each stage)
6. SOCIAL MEDIA SCHEDULING (BASIC SETUP)
• Connect our Instagram, Facebook, LinkedIn, and TikTok accounts
• Set up the posting calendar structure (we'll create the content)
• Show me how to schedule posts going forward
7. TAGS & SEGMENTATION
Set up the following tags for proper segmentation:
• salon-owner, salon-active, salon-churned
• client-one-off, client-repeat, client-subscriber, client-churned
• brand-lead, brand-active
• subscription-upsell-in-progress, subscription-upsell-completed
• high-value-client (3+ orders or £100+ lifetime spend)
WHAT I'LL PROVIDE YOU
5 Full email copy for all 6 sequences (word-for-word — you just paste it in)
6 Webhook endpoint documentation (what data our platform sends)
7 Access to our GoHighLevel account
8 Brand assets (logo, colours, fonts) for email templates
9 A 30-minute call to walk you through the platform if needed
TIMELINE & BUDGET
• I'd like this completed within 10 days maximum
• Happy to discuss your Premium package or a custom quote based on this scope
• Open to hourly work for any extras beyond this brief
IMPORTANT NOTES
• The webhook integration is non-negotiable — this must work with our live platform
• The subscription upsell sequence is the highest priority automation
• Everything must be clean, professional, and scalable (we'll be adding more salons over time)
• I'm UK-based (GMT timezone) — prefer async communication via Fiverr messages