Client Workflow Automation

Project Description

I am a Registered Investment Advisor working with Federal Employees.

I am NOT looking for someone to build this for me behind the scenes.

I need an expert who can coach me step-by-step while we build my client automation system together via screen share.

The goal is for me to fully understand and control my workflow.

What We Are Building

We will build a complete client workflow system using:

GoHighLevel (CRM)
Calendly (Scheduling)
RightCapital (Client Portal + Document Vault)
Zapier or n8n (Automation)

What I Need From You

You will:
Guide me step-by-step via screen share
Explain what we are doing and why
Help me build workflows live (not done-for-you)
Answer questions in real time
Keep things simple and structured

System We Will Build Together

Scheduling Workflow

Calendly booking → GoHighLevel contact + pipeline + confirmation + instructions

Document Collection Workflow

Automated reminders for document uploads before meetings

Pipeline Tracking

Stages like: Scheduled → Docs Requested →

Docs Received → Ready Notifications

Alert me when documents are uploaded

Post-Meeting Workflow

Follow-up + next steps automation

Requirements
Strong experience with GoHighLevel workflows
Experience with Calendly integrations
Experience with Zapier or n8n
Must be able to TEACH, not just build
Must speak clear English
Must be able to screen share

Important

Do NOT apply if:
You only do done-for-you work
You cannot explain what you are doing
You rush through setup without teaching

Deliverables

I understand how the system works
I can edit and manage workflows myself
We build a clean, working system together

To Apply

Answer these:

Have you coached someone live through building workflows before?

Would you use Zapier or n8n for THIS setup and why?

How would you structure the first session with me?

Budget

Hourly preferred

Ongoing sessions possible if a good fit