GHL Solutions Architect – Automation, Funnel & Demo Account Logic
Budget: $10 – $30 USD
PLEASE READ COMPLETELY
PLEASE READ COMPLETELY
PLEASE READ COMPLETELY
Project Overview
I am seeking a HighLevel (GHL) expert to build out the core infrastructure for a new SaaS product focused on Business Operating Systems for Local Service Niches. This is not a basic setup. I am looking for a professional who can build the “engine” that powers both my sales process and the end-user experience.
I will provide specific brand details and content, but I am hiring you for your architectural expertise to identify gaps I may have missed in the customer journey.
⸻
Scope of Work
The project is divided into two main components:
⸻
1. The “BOS” Blueprint (Customer Deliverable)
You will build out the complete Snapshot that will be deployed to my clients. This includes:
• Omnichannel Automations
Logic for SMS, Email, and Voice Drop sequences.
• The “Leaking Lead” Safety Net
Automated missed-call text-back and fast-response triggers.
• Calendar Architecture
Specialized booking systems with automated reminders and no-show re-engagement loops.
• Reputation Management
Automated review request flows triggered by job completion.
• Quick Inputs / Custom Fields
Design of Custom Values and Custom Fields logic so the system is easily white-labeled and deployed.
⸻
2. The Sales Demo Environment
I need a “Clean Room” demo account that my closers can use to showcase the system.
• The account must be populated with realistic “dummy” data for local service providers.
• It should feature a Live Demo workflow where a prospect can see automation occur in real time during a sales call.
⸻
There may be room for long term work here use the phrase “I’m a GHL expert” at the front of your proposal I am not looking for someone who can just follow instructions but thinks for themselves sees what I’m trying to do and makes suggestions adds their own input if they feel it necessary
Also I can do this myself so I’m
Honestly not looking to spend hundreds or thousands of dollars if the price is too high I will do it myself if you know your price may be too high I respect it just don’t bother bidding but add your price to proposal DO NOT ask my budget just give me your price
Your Expertise Required
I have the details, but I need you to identify what may be missing:
• Are there specific internal notification triggers I’m overlooking?
• Is the pipeline logic optimized differently for a one-person team versus a five-person team?
• How should re-billing for SMS and Email be structured for maximum profit?
⸻
Requirements
• Deep experience with GoHighLevel SaaS Mode
• Strong critical thinking around CRM user experience (UX)
• Fixed Price Only — provide a total cost for the full build-out (no hourly work)
———
Estimated Build Scope (For Pricing Clarity)
The following numbers are provided to give a clear picture of the expected complexity and build depth. Final structure may be adjusted based on best-practice recommendations from the selected expert.
Automations & Workflows
• 12–18 total workflows, including:
• 4–6 lead intake and instant response workflows (SMS, Email, Voice Drop)
• 3–4 missed-call / “leaking lead” recovery workflows
• 3–4 appointment reminder and no-show reactivation workflows
• 2–4 reputation management and review request workflows
Communication Assets
• SMS Templates: ~20–30
• Email Templates: ~10–15
• Voice Drops: 2–4 (scripted placeholders acceptable)
Calendars & Scheduling
• 3–5 calendars, including:
• General inquiry booking
• Sales/estimate booking
• Follow-up or re-engagement booking
• Automated confirmations, reminders, and post-appointment follow-ups tied to each calendar
Pipelines & Opportunities
• 2–3 pipelines total, including:
• Core sales pipeline
• Job/fulfillment pipeline
• 6–10 stages per pipeline
• Automation tied to stage movement (notifications, tasks, follow-ups)
Internal Notifications & Tasks
• 8–12 internal notification triggers (SMS, email, or in-app)
• Task creation logic for missed calls, stale leads, and no-shows
Custom Fields & White-Labeling
• 25–40 custom fields and values
• Modular naming and structure to support white-label deployment across multiple niches
⸻
Sales Demo Environment Scope
• 1 fully built demo sub-account
• Realistic dummy data including:
• 20–30 leads
• 5–10 opportunities moving through pipelines
• Example conversations (SMS/Email)
• At least 1 live-demo workflow that can be triggered during a sales call to visibly show automation in real time
PLEASE READ COMPLETELY
PLEASE READ COMPLETELY
Project Overview
I am seeking a HighLevel (GHL) expert to build out the core infrastructure for a new SaaS product focused on Business Operating Systems for Local Service Niches. This is not a basic setup. I am looking for a professional who can build the “engine” that powers both my sales process and the end-user experience.
I will provide specific brand details and content, but I am hiring you for your architectural expertise to identify gaps I may have missed in the customer journey.
⸻
Scope of Work
The project is divided into two main components:
⸻
1. The “BOS” Blueprint (Customer Deliverable)
You will build out the complete Snapshot that will be deployed to my clients. This includes:
• Omnichannel Automations
Logic for SMS, Email, and Voice Drop sequences.
• The “Leaking Lead” Safety Net
Automated missed-call text-back and fast-response triggers.
• Calendar Architecture
Specialized booking systems with automated reminders and no-show re-engagement loops.
• Reputation Management
Automated review request flows triggered by job completion.
• Quick Inputs / Custom Fields
Design of Custom Values and Custom Fields logic so the system is easily white-labeled and deployed.
⸻
2. The Sales Demo Environment
I need a “Clean Room” demo account that my closers can use to showcase the system.
• The account must be populated with realistic “dummy” data for local service providers.
• It should feature a Live Demo workflow where a prospect can see automation occur in real time during a sales call.
⸻
There may be room for long term work here use the phrase “I’m a GHL expert” at the front of your proposal I am not looking for someone who can just follow instructions but thinks for themselves sees what I’m trying to do and makes suggestions adds their own input if they feel it necessary
Also I can do this myself so I’m
Honestly not looking to spend hundreds or thousands of dollars if the price is too high I will do it myself if you know your price may be too high I respect it just don’t bother bidding but add your price to proposal DO NOT ask my budget just give me your price
Your Expertise Required
I have the details, but I need you to identify what may be missing:
• Are there specific internal notification triggers I’m overlooking?
• Is the pipeline logic optimized differently for a one-person team versus a five-person team?
• How should re-billing for SMS and Email be structured for maximum profit?
⸻
Requirements
• Deep experience with GoHighLevel SaaS Mode
• Strong critical thinking around CRM user experience (UX)
• Fixed Price Only — provide a total cost for the full build-out (no hourly work)
———
Estimated Build Scope (For Pricing Clarity)
The following numbers are provided to give a clear picture of the expected complexity and build depth. Final structure may be adjusted based on best-practice recommendations from the selected expert.
Automations & Workflows
• 12–18 total workflows, including:
• 4–6 lead intake and instant response workflows (SMS, Email, Voice Drop)
• 3–4 missed-call / “leaking lead” recovery workflows
• 3–4 appointment reminder and no-show reactivation workflows
• 2–4 reputation management and review request workflows
Communication Assets
• SMS Templates: ~20–30
• Email Templates: ~10–15
• Voice Drops: 2–4 (scripted placeholders acceptable)
Calendars & Scheduling
• 3–5 calendars, including:
• General inquiry booking
• Sales/estimate booking
• Follow-up or re-engagement booking
• Automated confirmations, reminders, and post-appointment follow-ups tied to each calendar
Pipelines & Opportunities
• 2–3 pipelines total, including:
• Core sales pipeline
• Job/fulfillment pipeline
• 6–10 stages per pipeline
• Automation tied to stage movement (notifications, tasks, follow-ups)
Internal Notifications & Tasks
• 8–12 internal notification triggers (SMS, email, or in-app)
• Task creation logic for missed calls, stale leads, and no-shows
Custom Fields & White-Labeling
• 25–40 custom fields and values
• Modular naming and structure to support white-label deployment across multiple niches
⸻
Sales Demo Environment Scope
• 1 fully built demo sub-account
• Realistic dummy data including:
• 20–30 leads
• 5–10 opportunities moving through pipelines
• Example conversations (SMS/Email)
• At least 1 live-demo workflow that can be triggered during a sales call to visibly show automation in real time