Tecnologia

GoHighLevel CRM setup, automation and integration project

Publicado em 02/11/2026 14:03

Nome de apresentação: Mariana Farias

We are Blackbird Marketing, a UK-based digital marketing agency specialising in websites, SEO, lead generation and business automation. We are seeking an experienced GoHighLevel (GHL) freelancer for a defined project across our agency account and an existing client sub-account. The objective is to optimise the CRM, complete automations and deliver reliable, tested systems. This is a freelance project, not an employment position.

PROJECT SCOPE

1. GoHighLevel CRM audit and optimisation
- Review the agency configuration and audit one client sub-account.
- Identify broken workflows, configuration issues and missing functionality.
- Improve pipelines, contact management, custom fields, tags and lead assignment.
- Configure dashboards and reporting where needed.

2. Workflow and sales automation
- Build and optimise lead capture workflows, automatic lead assignment and internal notifications.
- Improve email, SMS and WhatsApp automation; set up appointment booking and reminders.
- Configure missed-call follow-ups and lead nurturing.
- Prevent duplicate contacts, opportunities and unnecessary messages; test existing and new workflows.

3. Phone systems and integrations
- Configure or improve phone functionality using LC Phone or Twilio, including inbound routing, IVR, voicemail and missed-call automation where supported.
- Connect website forms and third-party lead sources.
- Improve integrations using Make.com, APIs and webhooks; troubleshoot communication and integration issues.

4. Reusable CRM templates
- Create a reusable GHL snapshot or template for future client implementations.
- Standardise essential pipelines, workflows and settings; document deployment and customisation.

DELIVERABLES
- Audit of the agency and selected client configuration, with prioritised issues and recommendations.
- CRM and workflow improvements within the agreed scope.
- Working lead capture, communication and follow-up automations.
- Phone and integration functionality configured and tested where prerequisites are available.
- One reusable GHL snapshot or implementation template, plus testing results and documentation.
- Identify features requiring additional subscriptions, telephone numbers or external services before implementation.

REQUIRED EXPERIENCE
Practical experience with GoHighLevel agency and client sub-accounts, CRM pipelines, workflow automation, Make.com, Zapier, APIs, webhooks, phone systems, IVR, Twilio/LC Phone, email, SMS and WhatsApp integrations, live CRM troubleshooting, and GHL snapshots and reusable templates. Wix Studio, Microsoft 365, AI agents and third-party CRM integrations are beneficial. Fluent English is important for communication with our UK-based team.

DURATION, QUALITY AND SECURITY
Approximately 50 hours, with a target completion period of four weeks. Scope, hours and milestones will be agreed before work begins. Changes must be tested and documented. Live systems must not be disrupted; client information must remain protected and separated. Significant changes to live accounts require approval. Existing live systems must remain operational, and client data must be protected.

HOW TO APPLY
Please include your GoHighLevel experience, whether you have configured agency accounts and multiple client sub-accounts, examples of CRM automation or integration projects, experience with Make.com, Twilio, IVR, APIs and phone systems, availability for approximately 50 hours, proposed project cost and delivery timeline, and relevant work examples or a portfolio. Applications in English are welcome. Suitable freelancers can discuss requirements through the platform before selection.