Go High Level (GHL) connections & setup
Budget: $250 – $750 USD
this a temporary 1 month role. There are clear deliverables of what's needed by end of 1 month contract:
- create checkout page for our closers to send to clients ready to sign up. Utilize "Offers" within GHL to complete this task. Very simple design. Adjust offer as needed & test checkout page for functionality.
- New GHL Automations: connect and test the client portal automations - sign up > phase 1 course > phase 2 course > phase 3 course > phase 4 course
- GHL Forms: adjustments for client onboarding forms to correctly add to GHL contacts. Ensure all client forms end up in the correct contact without creating duplicate contacts.
- GHL workflow: set up pipeline (already developed) in GHL & add automations that will move the client to the next phase in the pipeline when appropriate
- Existing GHL Automations Testing: test the already existing email and text automations, ensuring the logic uses the correct custom client values (name vs organization name)
- create checkout page for our closers to send to clients ready to sign up. Utilize "Offers" within GHL to complete this task. Very simple design. Adjust offer as needed & test checkout page for functionality.
- New GHL Automations: connect and test the client portal automations - sign up > phase 1 course > phase 2 course > phase 3 course > phase 4 course
- GHL Forms: adjustments for client onboarding forms to correctly add to GHL contacts. Ensure all client forms end up in the correct contact without creating duplicate contacts.
- GHL workflow: set up pipeline (already developed) in GHL & add automations that will move the client to the next phase in the pipeline when appropriate
- Existing GHL Automations Testing: test the already existing email and text automations, ensuring the logic uses the correct custom client values (name vs organization name)