Project Title: Build Phase 1 of a Field Sales Opportunity Management System

Project Type: Fixed-price
Tools: GoHighLevel, Make.com, Telegram, Excel/Google Sheets, OpenAI
Status: Seeking Phase 1 quote first, with optional phased full-project quote later

## Overview

I’m a non-technical founder building an internal field execution and opportunity management system for my business.

The purpose of this system is to turn field prospecting interactions into a structured, prioritized working system so I can clearly see:
- who I met
- what happened
- what the next action is
- what follow-ups or promises are due
- which opportunities matter most right now

I already have an existing temporary bridge capture system that collects field notes through Telegram into a staging layer. Phase 1 of the long-term system should build on top of that bridge, not replace it.

## What I Need in Phase 1

Phase 1 should deliver a working internal system where:

1. field interactions captured through the existing bridge flow into GoHighLevel as structured records
2. GoHighLevel stores the lead/business data in a usable CRM structure
3. records are organized into a prioritized opportunity view
4. follow-ups and promises are tracked with clear due/overdue visibility
5. each record shows a basic next-step recommendation
6. core workflow automation happens reliably between the existing bridge and GHL
7. the system is documented clearly so it can be maintained or extended later

## Current Stack / Assumptions

- GoHighLevel workflows are available in my current sub-account
- Make.com should be treated as the primary automation glue layer for cross-platform work
- GHL should be used where native internal workflows make sense
- GHL API / advanced features are not fully confirmed, so any API-dependent feature must be flagged before building
- the current bridge system is the temporary input layer, not the long-term system
- I want a UI-based, maintainable build, not something that leaves me dependent on custom code

## What Phase 1 Should Probably Include

At a high level, I expect Phase 1 to include:

- custom fields / data structure in GHL
- CRM/pipeline setup in GHL
- Make.com automation from bridge staging data into GHL
- internal GHL workflows for prioritization, follow-up logic, and task/visibility support
- basic next-action guidance
- error handling / flagging for incomplete data
- confirmation or reliability checks where appropriate
- clear handoff and documentation

## Proposal Request

Please reply with:

1. your rough fixed-price estimate for Phase 1
2. your rough timeline for Phase 1
3. whether you think GHL + Make.com is the right implementation approach for this scope
4. one example of similar work using GHL, Make.com, CRM automation, or workflow systems
5. whether you prefer to quote:
- just Phase 1
- or Phase 1 plus a phased full-project estimate

## Important Notes

- I am not looking for a full rebuild from scratch unless clearly justified
- I want to start with Phase 1 only
- I may request a full detailed phased quote later
- I care a lot about:
- clarity
- reliability
- documentation
- clean handoff
- avoiding lock-in

If your background is a strong fit, I can share the full technical brief for detailed quoting.