Automate Sales in GoHighLevel

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.

Scope of the build
• Workflows for lead scoring that update contact records and trigger actions based on behaviour.
• A funnel structure that feeds those leads into targeted campaigns.
• Email sequences covering welcome, promotional and customer-feedback touch points, all timed and personalised through GoHighLevel.
• Automated calendar links so prospects can book straight into my calendar and receive confirmations and reminders.

When everything is in place I expect to watch contacts progress automatically from first click to scheduled call, with clear reporting in the dashboard to verify that each step is firing correctly. Access to my account and branded assets will be provided as soon as we agree on the milestones.


Work Item 1: CRM & Pipeline Architecture
-Build: Configure GoHighLevel pipelines, custom fields, tags, and calendar booking links.
-Test: Submit test leads through forms, manually move prospects through stages, and verify field population.
-Refine: Adjust pipeline stages or tag triggers based on workflow friction, then lock in the structure.

Work Item 2: Lead Capture & Funnels
-Build: Deploy landing pages and connect social media traffic sources.
-Test: Run test form submissions from mobile and desktop devices to verify page speed and layout.
-Refine: Optimize conversion friction points and visual alignment before launching traffic.

Work Item 3: Paid Advertising Setup
-Build: Construct Meta Ads campaigns, audience targeting parameters, and retargeting pixels.
-Test: Review ad sets, tracking pixels, and conversion events using Meta pixel helper tools.
-Refine: Adjust audience parameters and creative variations based on initial delivery diagnostics. May use Tribe V2 to analyze (optional).

Work Item 4: Multi-Channel Automation & AI
-Build: Set up SMS, email, and WhatsApp follow-up sequences along with immediate response triggers.
-Test: Trigger test leads to verify that automated messages fire instantly and calendar bookings sync correctly.
-Refine: Fine-tune message timing, tone, and AI response logic based on test results.

Work Item 5: Dashboards & Final Handover (Mostly taken care by GoHighLevel)
-Build: Assemble reporting dashboards and document standard operating procedures.
-Test: Review live data feeds against actual campaign performance metrics.
-Refine: Clean up dashboard views and finalize basic system documentation for ongoing use (optional).