GoHighLevel Master Snapshot Creation
Budget: $250 – $750 USD
I am building a niche-focused automation agency using GoHighLevel and I need a highly experienced GoHighLevel expert to fully build and document a cloneable MASTER SNAPSHOT system. Your role is to handle 100% of the technical backend build so I can focus on sales, client acquisition, and performance monitoring.
This is NOT a funnel design job. This is NOT a Facebook ads job. This is NOT social media management. This is a CRM automation architecture role inside GoHighLevel.
SCOPE OF WORK:
You will build a fully functional, reusable MASTER SNAPSHOT that includes the following components:
1. PIPELINE ARCHITECTURE
Build a standardized opportunity pipeline with these stages:
• New Lead
• Attempting Contact
• Qualified
• Appointment Set
• No Show
• Closed Won
• Closed Lost
• Long-Term Nurture
Requirements:
• Automatic opportunity creation on trigger
• Auto-stage movement based on workflow logic
• Tag-based segmentation
• Clear naming conventions
• Structured for easy cloning into multiple sub-accounts
2. MISSED CALL TEXT BACK AUTOMATION
Build a complete missed call system.
Trigger: Incoming call status = Missed
Actions:
• Instant SMS response
• Create opportunity in “New Lead”
• Internal notification to client
• Apply tag (Missed Call Lead)
Follow-Up Sequence:
• Day 1 follow-up SMS
• Day 2 follow-up SMS
• Day 3 reminder
• Auto-stop if reply received
• Auto-stop if appointment booked
System must include:
• Conditional logic branches
• Reply detection
• Stop-on-response triggers
3. INTAKE FORM + QUALIFICATION AUTOMATION
Build a dynamic intake form system with:
• Custom fields
• Conditional logic (show/hide questions)
• Tag application based on answers
• Auto pipeline movement based on responses
• Internal notification workflows
• Lead scoring (if appropriate)
The form must:
• Push all data into contact records
• Trigger automation properly
• Be easily customizable per niche
4. CALENDAR + APPOINTMENT AUTOMATION
Set up:
• Embedded booking calendar
• Automated SMS reminders
• Email reminders
• No-show workflow
• Reschedule logic
• Tag application upon booking
• Stage movement to “Appointment Set”
Include:
• Confirmation workflow
• Reminder timing configuration
• Follow-up automation for missed appointments
5. LONG-TERM NURTURE WORKFLOW
Build a 30–90 day nurture system including:
• SMS + email mix
• Time delays
• Conditional stop triggers
• Auto-tagging
• Auto-move to “Long-Term Nurture” stage
System must:
• Be editable per niche
• Avoid duplication
• Include reply detection logic
6. SNAPSHOT STRUCTURE & CLONEABILITY
The entire system must:
• Be built as a clean, organized master snapshot
• Follow strict naming conventions
• Avoid messy workflow duplication
• Be structured for easy cloning into new sub-accounts
• Allow simple niche customization (rename pipeline stages, swap form fields, edit copy)
7. DOCUMENTATION REQUIREMENT (MANDATORY)
You must provide:
• A Loom walkthrough video explaining workflow logic, trigger → condition → action structure, tag logic, and pipeline movement rules
• Written documentation explaining workflow purposes, how to modify per niche, where to change copy, and how to clone/deploy
DELIVERABLES:
At completion I expect:
• 1 fully functional master snapshot
• All workflows tested
• All triggers validated
• Clean naming structure
• Loom documentation
• Written system explanation
IDEAL CANDIDATE:
• Highly experienced with GoHighLevel
• Deep understanding of workflow logic
• Strong pipeline automation knowledge
• Experienced in tagging and segmentation strategy
• Has built cloneable snapshots before
• Can clearly explain trigger/condition/action logic
BONUS (NOT REQUIRED):
Experience working with law firms, contractors, real estate professionals, or SaaS mode inside GoHighLevel.
SCREENING QUESTION (REQUIRED):
Please explain how you would structure the following inside GoHighLevel in step-by-step trigger/condition/action format:
Missed Call → Intake → Pipeline Movement → Appointment Booking automation.
Explain clearly and technically.
Open to fixed price or milestone-based structure. I am also open to starting with a small paid test project before full build.
This is NOT a funnel design job. This is NOT a Facebook ads job. This is NOT social media management. This is a CRM automation architecture role inside GoHighLevel.
SCOPE OF WORK:
You will build a fully functional, reusable MASTER SNAPSHOT that includes the following components:
1. PIPELINE ARCHITECTURE
Build a standardized opportunity pipeline with these stages:
• New Lead
• Attempting Contact
• Qualified
• Appointment Set
• No Show
• Closed Won
• Closed Lost
• Long-Term Nurture
Requirements:
• Automatic opportunity creation on trigger
• Auto-stage movement based on workflow logic
• Tag-based segmentation
• Clear naming conventions
• Structured for easy cloning into multiple sub-accounts
2. MISSED CALL TEXT BACK AUTOMATION
Build a complete missed call system.
Trigger: Incoming call status = Missed
Actions:
• Instant SMS response
• Create opportunity in “New Lead”
• Internal notification to client
• Apply tag (Missed Call Lead)
Follow-Up Sequence:
• Day 1 follow-up SMS
• Day 2 follow-up SMS
• Day 3 reminder
• Auto-stop if reply received
• Auto-stop if appointment booked
System must include:
• Conditional logic branches
• Reply detection
• Stop-on-response triggers
3. INTAKE FORM + QUALIFICATION AUTOMATION
Build a dynamic intake form system with:
• Custom fields
• Conditional logic (show/hide questions)
• Tag application based on answers
• Auto pipeline movement based on responses
• Internal notification workflows
• Lead scoring (if appropriate)
The form must:
• Push all data into contact records
• Trigger automation properly
• Be easily customizable per niche
4. CALENDAR + APPOINTMENT AUTOMATION
Set up:
• Embedded booking calendar
• Automated SMS reminders
• Email reminders
• No-show workflow
• Reschedule logic
• Tag application upon booking
• Stage movement to “Appointment Set”
Include:
• Confirmation workflow
• Reminder timing configuration
• Follow-up automation for missed appointments
5. LONG-TERM NURTURE WORKFLOW
Build a 30–90 day nurture system including:
• SMS + email mix
• Time delays
• Conditional stop triggers
• Auto-tagging
• Auto-move to “Long-Term Nurture” stage
System must:
• Be editable per niche
• Avoid duplication
• Include reply detection logic
6. SNAPSHOT STRUCTURE & CLONEABILITY
The entire system must:
• Be built as a clean, organized master snapshot
• Follow strict naming conventions
• Avoid messy workflow duplication
• Be structured for easy cloning into new sub-accounts
• Allow simple niche customization (rename pipeline stages, swap form fields, edit copy)
7. DOCUMENTATION REQUIREMENT (MANDATORY)
You must provide:
• A Loom walkthrough video explaining workflow logic, trigger → condition → action structure, tag logic, and pipeline movement rules
• Written documentation explaining workflow purposes, how to modify per niche, where to change copy, and how to clone/deploy
DELIVERABLES:
At completion I expect:
• 1 fully functional master snapshot
• All workflows tested
• All triggers validated
• Clean naming structure
• Loom documentation
• Written system explanation
IDEAL CANDIDATE:
• Highly experienced with GoHighLevel
• Deep understanding of workflow logic
• Strong pipeline automation knowledge
• Experienced in tagging and segmentation strategy
• Has built cloneable snapshots before
• Can clearly explain trigger/condition/action logic
BONUS (NOT REQUIRED):
Experience working with law firms, contractors, real estate professionals, or SaaS mode inside GoHighLevel.
SCREENING QUESTION (REQUIRED):
Please explain how you would structure the following inside GoHighLevel in step-by-step trigger/condition/action format:
Missed Call → Intake → Pipeline Movement → Appointment Booking automation.
Explain clearly and technically.
Open to fixed price or milestone-based structure. I am also open to starting with a small paid test project before full build.