GoHighLevel CRM System Creation

I am looking for an experienced GoHighLevel (GHL) CRM specialist to build a complete tax client management system for my business, Ross & Associates Tax Office.

This is NOT a basic setup. I need a clean, professional, fully functional system built from start to finish.

PLATFORM:
GoHighLevel CRM (already active)

OBJECTIVE:
Create a complete system that captures leads, organizes tax clients, automates communication, and manages the full tax preparation workflow.

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SCOPE OF WORK
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1. PIPELINE SETUP

Create a pipeline named:
Tax Client Workflow

Stages must be EXACTLY:

- New Lead
- Contacted
- Appointment Booked
- Docs Received
- In Preparation
- Ready to Sign
- Filed
- Funded / Paid
- Retention / Next Year

Assign color coding for each stage for visibility.

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2. FORM BUILD (CLIENT INTAKE)

Create a clean, professional intake form named:
Tax Client Intake – Quick

Include:

- First Name
- Last Name
- Phone
- Email

Dropdown fields:

- Tax Type (W2, 1099, Business, Not Sure)
- Filing Status
- Dependents (Yes/No)
- Business/1099 (Yes/No)
- Documents Ready (Yes/No/Some)

Add my logo and brand styling (Royal Blue / Burgundy).

Update submit button text:
"Start My Tax Process"

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3. SMS CONSENT (COMPLIANCE)

Add TWO consent checkboxes:

- Non-marketing SMS consent
- Marketing SMS consent

Use proper A2P compliant wording (I will provide text if needed).

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4. FORM SETTINGS

On form submission:

- Create contact
- Create opportunity
- Assign to me
- Add tags:
- New Client
- Lead – Tax

Pipeline connection:
- Pipeline: Tax Client Workflow
- Stage: New Lead

Confirmation message must be customized to guide users to upload tax documents.

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5. AUTOMATION WORKFLOWS

Create the following workflows:

A. New Lead Auto Response
- Immediate SMS when form is submitted
- Follow-up SMS after 1 day if no response

B. Appointment Workflow
- Confirmation message
- Reminder before appointment

C. Document Follow-Up
- Automated reminders if documents are not uploaded

D. Ready to Sign Notification

E. Filed Notification

F. Paid / Referral Follow-Up

All messages must use dynamic fields (First Name, etc.)

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6. TAG SYSTEM

Create and apply tags:

- New Client
- Lead – Tax
- Docs Pending
- Ready to File
- Returning Client
- Business Owner
- Self-Employed

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7. TESTING (REQUIRED)

You must:

- Submit test form
- Confirm contact creation
- Confirm pipeline entry
- Confirm automation messages fire correctly

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DELIVERABLES

- Fully working CRM system
- Form live and connected
- Automations tested and functional
- Screenshots or a walkthrough showing completion

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IMPORTANT

- DO NOT overbuild or add unnecessary features
- Keep system clean, simple, and scalable
- Must have prior GoHighLevel experience
- Must understand CRM automation and client workflows

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This is for a tax office, so attention to detail and professionalism is critical.

Looking for someone who can complete this quickly and correctly.

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Please include examples of previous GoHighLevel work.