Create Automations & CRM Workflow

PLEASE READ COMPLETELY.
PLEASE READ COMPLETELY.
PLEASE READ COMPLETELY.

We are seeking a skilled freelancer to build out CRM pipelines, automations, workflows, and forms for three different service-based companies. These businesses operate in industries like AI services, lead follow-up, and digital support.

You must have experience using platforms like GoHighLevel, ClickFunnels, or similar CRMs and workflow automation tools.

What You’ll Be Responsible For:
• Creating internal sales pipelines (not for customers)
• Building lead intake forms, demo tracking forms, and new client onboarding forms
• Setting up email and SMS workflows for cold outreach, demo reminders, no-show follow-up, and client onboarding
• Designing automations that tag contacts, update pipeline stages, and notify team members
• Ensuring all systems are efficient, organized, and easy to understand for internal use

Scope of Work Includes:
• 3 custom pipelines (1 for each brand)
• 10 to 12 total workflows
• 6 to 8 internal forms (cold lead intake, demo booking, onboarding, etc.)
• Workflow logic that covers appointment scheduling, follow-ups, onboarding steps, and lead nurturing
• Full completion is expected within 4 days of being hired

Use the phrase “CRM Expert” so I know you read and understand what I need bid YOUR price in your proposal (next to phrase) I am not paying hundreds of dollars for this I could just do it myself if needed

Requirements:
• Proven ability to build workflows and automations in a CRM system
• Strong understanding of lead stages, triggers, tags, and client onboarding flows
• Must be organized and able to work under a tight deadline
• Comfortable working without company branding or detailed hand-holding
• Clear communication and willingness to show examples of similar past work

If you’re confident in your ability to structure scalable internal systems and ready to get started immediately, please submit your proposal with a brief explanation of your experience.