Setup for Go High Level Sub Account

Job ID: 37924779

Budget: $750 – $1,500 AUD

Project Objective:

Set up a GHL sub account for Our Brand to consolidate all marketing, sales and customer service activities including SEM/SEO, Google My Business, social media, email, and SMS. The goal is to have a single database to efficiently manage all outgoing campaigns and incoming leads, progress leads through appropriate pipelines automatically, and deliver high quality leads to staff for conversion while providing excellent customer experience. We have an agency account but limited snapshots. Happy to build of a snapshot you have if it saves time.

We have broken this project into 3 stages (roughly) and want to find a partner we can work with long term, not just on this project but many others company wide.

For more information on that role please see our EOI on seek. Seek Job Ad ID 74611779 or search for Technical Business Analyst posted by us, Sea Change Health Professionals.

Stage Outlines
Stage 1 - Get the bare bones operational asap.
Stage 2 - refine and add in re marketing and nurturing funnels
Stage 3 - complete migration to Twillio and integrate with GHL AND what ever else we have missed or need to fix along the way.

Scope of Work: (Time estimates can be provided on request)
1. Sub account Creation and Setup
Create sub account and configure permissions
Set up user roles and access levels
Connect GMB and Ad account
Connect Facebook and Ad account
Connect Instagram account
Connect LinkedIn account for posts and ads
Set up SEO traffic tracking via Google Analytics
Set up LC email
Set up LC Phone
Integrate additional third-party tools or software (e.g., CRM, marketing automation platforms)
Configure white labeling settings (if applicable)
2 - Lead Capturing and Nurturing
Set up lead capturing forms or landing pages
Configure lead magnet delivery automation
Implement additional lead capturing methods (e.g., website popups, chatbots)
Set up lead nurturing email sequences
Create SMS nurturing campaigns
3 - Automation Setup (AI Bot and Workflows)
Create 2 sales Pipelines (AI and Human) for tracking
Set up AI on SMS, GMB, social media, and email to book appointments
Create automation for handover from AI to human
Set up automations for different AI stages
Connect SmartLead to GHL via Pebbly
Set up AI follow up workflows and automations
Connect calendar and sync with existing Google calendar
Set up Google Meet integration with calendar invites
Create appointment confirmation and follow up automations
Set up AI to respond to Google reviews
Build out Pipeline stage automations
Configure email/SMS follow ups for each Pipeline stage
4 - Reporting and Analytics
Set up relevant reporting dashboards
Configure conversion tracking and goal settings
Integrate with Google Analytics or other analytics tools
5 - Testing and Quality Assurance
Thoroughly test all integrations, automation, and workflows
Perform quality checks on lead data and pipeline management
Monitor initial performance and make necessary adjustments
Related categories: Internet Marketing Google Adwords Leads