GoHighLevel Workflow & Pipeline Manager

I run our sales and marketing inside GoHighLevel and need several pieces tightened up so the platform works as a single, well-oiled system.

Opportunities & Tagging
New leads should land with the correct tags the moment they appear, and every older record needs its tags reviewed and updated to match our current segmentation logic. No outdated tags should remain once the clean-up is complete.

Lead-Nurturing Workflow
A fresh, automated nurture sequence must guide prospects from first opt-in through booking a call. This includes email, SMS, and task triggers, all built natively in GHL with clear exit conditions to prevent double messaging.

Pipelines
Our existing sales pipeline stages have shifted. Update the pipeline to reflect the new stages, migrate open deals smoothly, and confirm all automations still fire at the right stage transitions.

Email Lists & Campaigns
Lists require re-organisation so broadcasts and automations hit only the segments intended. I’ll supply copy and creative; the job here is list hygiene, tagging logic, and scheduling inside the Email Campaign builder.

Deliverables (checked together at hand-off)
• All active opportunities correctly tagged; historical records cleaned.
• Lead-nurture workflow live, tested, and producing a sample report.
• Updated pipeline with stage mapping verified.
• Email lists re-segmented; at least one campaign scheduled and queued.

Everything happens directly in GoHighLevel, so familiarity with its Workflows, Opportunities, and Campaigns modules is essential. Once these items are squared away, I’ll handle future optimisation from the solid foundation you’ve built.