GoHighLevel CRM and Workflow Creation
Budget: $30 – $250 USD
CRM Setup & System Building on GOHIGHLEVEL
The freelancer must be able to:
• Build out GoHighLevel workflows
• Create pipelines (leads, jobs, recruitment, follow-ups)
• Build custom fields
• Build lead capture forms
• Build job application forms
• Connect all triggers, tags and automation logic
• Build calendar systems (appointments, interviews, quotes)
• Build onboarding flows
⸻
2. Workflow Automation (Core Systems)
You need the dev to build all standard workflows, including:
Lead Management
• Missed-call → text-back
• Speed-to-lead follow-up (SMS + email + voicemail)
• Quote follow-up workflows
• Review request workflow
• Abandoned-form workflow
• Long-term nurture workflows
• Lead tagging & routing
Client Operations
• Invoice reminders
• Project stage automation
• Customer update notifications
• Reminder workflows for jobs
• GMB review automation
• Document request automation
⸻
3. Recruitment Automation
This is a big one.
You need workflows for:
Sourcing
• Automated CV sourcing (if using APIs / scraping tools)
• Multi-job posting automation (Indeed, FB Jobs etc. optional)
• Talent pool collection
Applicant Funnels
• Application form → ATS
• AI or form-based pre-screening
• Status-changing automation
• Interview scheduling automation
• “Hot candidates” pipeline setup
• Multi-trade pipelines (joiners, labourers, electricians, office staff)
Communication
• Auto-SMS to applicants
• Job reminder messages
• Interview reminders
• Offer acceptance workflows
⸻
4. Marketing & Sales Systems
The dev should also be able to build:
• Landing pages via GoHighLevel
• Funnel templates
• Lead magnets delivery automations
• Email drip sequences
• Social proof automation
• Appointment booking funnels
• Abandoned page follow-up
⸻
5. Integrations
They MUST be able to integrate:
• Email sending (SMTP + domain setup)
• Google My Business
• Meta Ads Lead Forms
• Google Ads lead forms
• Webhooks
• Make/Zapier (if needed)
• Calendars (Google/Microsoft)
• Payment processors (Stripe)
• WhatsApp automations (optional)
⸻
6. Reporting & Dashboards
You want dashboards for:
• Leads
• Recruitment
• Sales
• Tracking ROI
• Staff utilisation
• Daily business metrics
⸻
7. AI Features (Optional but HIGHLY desired)
Ask for someone who can implement:
• AI chat agents
• AI SMS responders
• AI lead qualification
• AI applicant pre-screening
• AI content generation workflows
• AI-trained business assistant (trained on SOPs & documents)
⸻
YOUR REQUIREMENTS FOR THE FREELANCER
List these clearly:
Must Have:
• Expert in GoHighLevel workflow builder
• API & webhook knowledge
• Experience building automations for service businesses
• Experience building recruitment workflows
• Ability to build full funnels + integrations
• Good communication + fast delivery
• Ability to document the processes they build
Nice to Have:
• Recruitment tech experience
• AI agent building experience
• GMB optimization experience
• Funnel design experience
• Social media scheduling automation
The freelancer must be able to:
• Build out GoHighLevel workflows
• Create pipelines (leads, jobs, recruitment, follow-ups)
• Build custom fields
• Build lead capture forms
• Build job application forms
• Connect all triggers, tags and automation logic
• Build calendar systems (appointments, interviews, quotes)
• Build onboarding flows
⸻
2. Workflow Automation (Core Systems)
You need the dev to build all standard workflows, including:
Lead Management
• Missed-call → text-back
• Speed-to-lead follow-up (SMS + email + voicemail)
• Quote follow-up workflows
• Review request workflow
• Abandoned-form workflow
• Long-term nurture workflows
• Lead tagging & routing
Client Operations
• Invoice reminders
• Project stage automation
• Customer update notifications
• Reminder workflows for jobs
• GMB review automation
• Document request automation
⸻
3. Recruitment Automation
This is a big one.
You need workflows for:
Sourcing
• Automated CV sourcing (if using APIs / scraping tools)
• Multi-job posting automation (Indeed, FB Jobs etc. optional)
• Talent pool collection
Applicant Funnels
• Application form → ATS
• AI or form-based pre-screening
• Status-changing automation
• Interview scheduling automation
• “Hot candidates” pipeline setup
• Multi-trade pipelines (joiners, labourers, electricians, office staff)
Communication
• Auto-SMS to applicants
• Job reminder messages
• Interview reminders
• Offer acceptance workflows
⸻
4. Marketing & Sales Systems
The dev should also be able to build:
• Landing pages via GoHighLevel
• Funnel templates
• Lead magnets delivery automations
• Email drip sequences
• Social proof automation
• Appointment booking funnels
• Abandoned page follow-up
⸻
5. Integrations
They MUST be able to integrate:
• Email sending (SMTP + domain setup)
• Google My Business
• Meta Ads Lead Forms
• Google Ads lead forms
• Webhooks
• Make/Zapier (if needed)
• Calendars (Google/Microsoft)
• Payment processors (Stripe)
• WhatsApp automations (optional)
⸻
6. Reporting & Dashboards
You want dashboards for:
• Leads
• Recruitment
• Sales
• Tracking ROI
• Staff utilisation
• Daily business metrics
⸻
7. AI Features (Optional but HIGHLY desired)
Ask for someone who can implement:
• AI chat agents
• AI SMS responders
• AI lead qualification
• AI applicant pre-screening
• AI content generation workflows
• AI-trained business assistant (trained on SOPs & documents)
⸻
YOUR REQUIREMENTS FOR THE FREELANCER
List these clearly:
Must Have:
• Expert in GoHighLevel workflow builder
• API & webhook knowledge
• Experience building automations for service businesses
• Experience building recruitment workflows
• Ability to build full funnels + integrations
• Good communication + fast delivery
• Ability to document the processes they build
Nice to Have:
• Recruitment tech experience
• AI agent building experience
• GMB optimization experience
• Funnel design experience
• Social media scheduling automation