GoHighLevel CRM Expert Team Urgently Required
Budget: €250 – €750 EUR
: GoHighLevel CRM Setup Team Needed
**Project:** Program CRM Setup for State DMO Campaign
Must be completed in 12 hours
What We Need
We need an experienced GoHighLevel setup team to set up our CRM for a major sales campaign.
Specific Tasks Required
1. Data Import & Custom Fields (Priority 1)
• Import 2 Excel files into GoHighLevel
• Create 15+ custom fields for contact data and marketing tokens
• Set up proper field mapping and data validation
• Ensure all 238 State contacts are properly imported
• Tag contacts appropriately for campaign targeting
2. Pipeline Configuration (Priority 2)
• Create "State DMO Pipeline" with 10 specific stages
• Configure stage progression rules and probability percentages
• Set up pipeline reporting and analytics
• Create separate pipeline for Local DMOs
3. User Access & Permissions (Priority 3)
• Set up access for 2 sales team members
• Configure dialer permissions with call recording enabled
• Set up local presence dialing for better answer rates
• Configure voicemail drop messages and call disposition tracking
4. Email Templates & Automation (Priority 4)
• Create personalized email template with 15+ custom tokens
• Set up automated email sending after call completion
• Configure drip campaign sequences
• Test all personalization tokens work correctly
5. Workflow Automation (Priority 5)
• Create contact assignment workflow (round-robin between 2 users)
• Set up post-call automation (email sending, task creation)
• Configure follow-up task automation (2-day delays)
• Set up discovery call scheduling automation
Required Skills & Experience
• **Expert-level GoHighLevel experience** team of 3 people
• **Data import and custom field setup** experience
• **Workflow automation** and trigger setup
• **Email template creation** with token personalization
• **Pipeline configuration** and sales process setup
• **User management** and permissions setup
• **Available immediately** for urgent project
What We Provide
• 2 Excel files with all contact data and custom tokens
• Detailed specifications for all custom fields
• Email template content (you format for GoHighLevel)
• Pipeline stage requirements
• User access requirements
• Complete workflow specifications
Success Criteria
• All 240 contacts imported correctly with custom data
• Email personalization working with all tokens
• 2 sales team members can log in and make calls
• Automated workflows trigger correctly
• System tested and ready for September 2nd launch
Application Requirements
To apply, please include:
1. **GoHighLevel portfolio** - Show 3 similar CRM setups you've completed
2. **Availability confirmation** - Can you start immediately and finish in 24 hours?
3. **Data import experience** - Describe your process for importing Excel data with custom fields
4. **Automation examples** - Show workflow automations you've built
5. **Fixed price quote** -
Bonus Points
• Experience with Proposify integration
• Previous DMO or tourism industry work
• Experience with high-volume sales campaigns
• Available for ongoing support after launch
Red Flags (Do Not Apply If...)
• You're not available to start immediately
• You can't commit
• You don't have proven GoHighLevel experience
• You want to "learn as you go"
Communication
• Must be available for video calls during setup
• Must provide progress updates
• Must be available for launch support
• English proficiency required for working with sales team
**Project:** Program CRM Setup for State DMO Campaign
Must be completed in 12 hours
What We Need
We need an experienced GoHighLevel setup team to set up our CRM for a major sales campaign.
Specific Tasks Required
1. Data Import & Custom Fields (Priority 1)
• Import 2 Excel files into GoHighLevel
• Create 15+ custom fields for contact data and marketing tokens
• Set up proper field mapping and data validation
• Ensure all 238 State contacts are properly imported
• Tag contacts appropriately for campaign targeting
2. Pipeline Configuration (Priority 2)
• Create "State DMO Pipeline" with 10 specific stages
• Configure stage progression rules and probability percentages
• Set up pipeline reporting and analytics
• Create separate pipeline for Local DMOs
3. User Access & Permissions (Priority 3)
• Set up access for 2 sales team members
• Configure dialer permissions with call recording enabled
• Set up local presence dialing for better answer rates
• Configure voicemail drop messages and call disposition tracking
4. Email Templates & Automation (Priority 4)
• Create personalized email template with 15+ custom tokens
• Set up automated email sending after call completion
• Configure drip campaign sequences
• Test all personalization tokens work correctly
5. Workflow Automation (Priority 5)
• Create contact assignment workflow (round-robin between 2 users)
• Set up post-call automation (email sending, task creation)
• Configure follow-up task automation (2-day delays)
• Set up discovery call scheduling automation
Required Skills & Experience
• **Expert-level GoHighLevel experience** team of 3 people
• **Data import and custom field setup** experience
• **Workflow automation** and trigger setup
• **Email template creation** with token personalization
• **Pipeline configuration** and sales process setup
• **User management** and permissions setup
• **Available immediately** for urgent project
What We Provide
• 2 Excel files with all contact data and custom tokens
• Detailed specifications for all custom fields
• Email template content (you format for GoHighLevel)
• Pipeline stage requirements
• User access requirements
• Complete workflow specifications
Success Criteria
• All 240 contacts imported correctly with custom data
• Email personalization working with all tokens
• 2 sales team members can log in and make calls
• Automated workflows trigger correctly
• System tested and ready for September 2nd launch
Application Requirements
To apply, please include:
1. **GoHighLevel portfolio** - Show 3 similar CRM setups you've completed
2. **Availability confirmation** - Can you start immediately and finish in 24 hours?
3. **Data import experience** - Describe your process for importing Excel data with custom fields
4. **Automation examples** - Show workflow automations you've built
5. **Fixed price quote** -
Bonus Points
• Experience with Proposify integration
• Previous DMO or tourism industry work
• Experience with high-volume sales campaigns
• Available for ongoing support after launch
Red Flags (Do Not Apply If...)
• You're not available to start immediately
• You can't commit
• You don't have proven GoHighLevel experience
• You want to "learn as you go"
Communication
• Must be available for video calls during setup
• Must provide progress updates
• Must be available for launch support
• English proficiency required for working with sales team