GoHighLevel CRM Development for Tax Software

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## Project Title:

Build & Configure GoHighLevel CRM for Tax Software Sales & Client Onboarding

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## Description:

I am looking for an experienced GoHighLevel (HighLevel) expert to build and organize a complete CRM system for my business:

R&A Pro-Tax Software Solutions

This system will be used to:

* Capture leads
* Manage a sales pipeline
* Send contracts
* Onboard new tax software clients (EROs)
* Automate communication via SMS and email

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## Scope of Work

### 1. Pipeline Setup

Create and structure the following pipeline stages:

* New Lead
* Contacted
* Qualified
* Invoice Sent
* Paid
* Contract Sent
* Contract Signed
* Onboarding Started
* Completed

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### 2. Form Building (Lead Intake)

Create a professional intake form with the following fields:

* Full Name
* Phone
* Email
* Business Name
* EFIN Status (Yes/No)
* PTIN Status (Yes/No)
* Experience Level
* Bank Product Interest

The form must:

* Create or update the contact
* Automatically add the lead to the pipeline

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### 3. Workflow Automation

Build a workflow with the following:

**Trigger:**

* Form submission

**Actions:**

* Create opportunity in the pipeline
* Send immediate SMS response
* Send follow-up email
* Notify internal team

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### 4. Contract Setup

* Set up a contract delivery system (HighLevel Documents or integration)
* Trigger contract after payment is received
* Track contract status:

* Sent
* Signed

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### 5. Onboarding System (Important)

Create a structured onboarding process broken into sections:

* Part 1: Welcome Message
* Part 2: Document Collection
* Part 3: Software Setup Instructions
* Part 4: Training Information
* Part 5: Go Live Message

This should be built as either:

* Automated email and SMS sequences, or
* Organized manual templates within the CRM

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### 6. Communication Setup

* Configure SMS and email within HighLevel
* Ensure all conversations are tracked inside the CRM
* Set up a clean inbox for managing and replying to leads

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## Goal

The goal is to create a clean, simple, and scalable system that allows me to:

* Respond to leads quickly
* Close deals efficiently
* Onboard clients without confusion
* Expand into automation later

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## Important Notes

* Do not overcomplicate the system
* Keep everything simple and easy to use
* This will be expanded later after the foundation is built

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## Ideal Freelancer

* Strong experience with GoHighLevel
* Has built CRM systems for service-based businesses
* Understands pipelines, automation, and onboarding systems
* Communicates clearly and can guide the process

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## Final Note

I already have the CRM account set up. I need someone to build the system properly from the ground up and provide guidance if needed.

Please include examples of GoHighLevel systems you have built.