Lead Generation and Case Management Systems Development & Go High Level Integrations -- 2
Budget: $250 – $750 USD
Manage the completion of the lead generation and client management systems (primarily within Go High Level (GHL)), to include, amongst others: 1. Completion of the website and landing pages and full integration with GHL (the website has been built, but some tweaking/refinement and completion is necessary... 2. Complete and launch the lead generation system modalities in GHL: including, the (social) media setup (FB, YT, IG, LI, etc.) and integration; Contact functions: eg, Phone, Email, Chat bots, and automation of the same, such email auto responders, etc, Calendar and appointment setter, and so forth... 3. Intake modalities setup: eg, intake forms and letters of engagement (fillable and signature functionalities)... 4. Case Management system setup, with secured client and contractor portals allowing for client login, upload/download of documents/files, messaging and other interactivity... Finalized with testing and quality control. The full Service Outline will be sent upon receipt of the contact information; however, in summary the project enatils the following:
Comprehensive GHL setup within two major business sectors and about 5 subsectors of service within each. The landing pages have been created, but need refinement, branding, etc. and then all of the various GHL features, lead generation, client/case management features and so forth need to be setup (from email, to social media, to case management, etc. etc....). The GHL specifications, include without limitation:
- Finalize and refine the website and all landing pages (Funnels or Websites module).
- Connect all forms and CTAs to GHL pipelines, tags, and triggers.
- Ensure mobile responsiveness, consistent branding, and SEO readiness.
- Social Media Integration: Connect and configure Facebook, Instagram, LinkedIn, and YouTube under the Social Planner for scheduling and tracking.
- Contact Channels Setup: Integrate and automate communication across:
Phone (Call tracking & Twilio integration)
Email (SMTP setup, verified sending domain, templates)
SMS (automation via campaigns or workflows)
Chat Widget (site widget with workflows or live chat)
- Workflows & Automations: Create lead nurturing sequences using workflows including triggers, conditions, emails, SMS, and task creation.
- Calendar & Appointment Booking: Set up calendar for bookings, sync availability, automate confirmations and reminders.
- Build custom forms for lead intake using GHL Forms.
- Include e-signature workflows and post-intake automation.
- Set up secure client and contractor portals.
- Enable document upload/download
- Integrate secure messaging features (via two-way SMS/email or third-party tools).
- Assign role-based access to clients and contractors with appropriate pipeline stages and permissions
Comprehensive GHL setup within two major business sectors and about 5 subsectors of service within each. The landing pages have been created, but need refinement, branding, etc. and then all of the various GHL features, lead generation, client/case management features and so forth need to be setup (from email, to social media, to case management, etc. etc....). The GHL specifications, include without limitation:
- Finalize and refine the website and all landing pages (Funnels or Websites module).
- Connect all forms and CTAs to GHL pipelines, tags, and triggers.
- Ensure mobile responsiveness, consistent branding, and SEO readiness.
- Social Media Integration: Connect and configure Facebook, Instagram, LinkedIn, and YouTube under the Social Planner for scheduling and tracking.
- Contact Channels Setup: Integrate and automate communication across:
Phone (Call tracking & Twilio integration)
Email (SMTP setup, verified sending domain, templates)
SMS (automation via campaigns or workflows)
Chat Widget (site widget with workflows or live chat)
- Workflows & Automations: Create lead nurturing sequences using workflows including triggers, conditions, emails, SMS, and task creation.
- Calendar & Appointment Booking: Set up calendar for bookings, sync availability, automate confirmations and reminders.
- Build custom forms for lead intake using GHL Forms.
- Include e-signature workflows and post-intake automation.
- Set up secure client and contractor portals.
- Enable document upload/download
- Integrate secure messaging features (via two-way SMS/email or third-party tools).
- Assign role-based access to clients and contractors with appropriate pipeline stages and permissions