GoHighLevel CRM System Creation

I am looking for an experienced GoHighLevel (GHL) CRM specialist to build a complete tax client management system for my business, Ross & Associates Tax Office. This is NOT a basic setup. I need a clean, professional, fully functional system built from start to finish. PLATFORM: GoHighLevel CRM (already active) OBJECTIVE: Create a complete system that captures leads, organizes tax clients, automates communication, and manages the full tax preparation workflow. ---------------------------------- SCOPE OF WORK ---------------------------------- 1. PIPELINE SETUP Create a pipeline named: Tax Client Workflow Stages must be EXACTLY: - New Lead - Contacted - Appointment Booked - Docs Received - In Preparation - Ready to Sign - Filed - Funded / Paid - Retention / Next Year Assign color coding for each stage for visibility. ---------------------------------- 2. FORM BUILD (CLIENT INTAKE) Create a clean, professional intake form named: Tax Client Intake – Quick Include: - First Name - Last Name - Phone - Email Dropdown fields: - Tax Type (W2, 1099, Business, Not Sure) - Filing Status - Dependents (Yes/No) - Business/1099 (Yes/No) - Documents Ready (Yes/No/Some) Add my logo and brand styling (Royal Blue / Burgundy). Update submit button text: "Start My Tax Process" ---------------------------------- 3. SMS CONSENT (COMPLIANCE) Add TWO consent checkboxes: - Non-marketing SMS consent - Marketing SMS consent Use proper A2P compliant wording (I will provide text if needed). ---------------------------------- 4. FORM SETTINGS On form submission: - Create contact - Create opportunity - Assign to me - Add tags: - New Client - Lead – Tax Pipeline connection: - Pipeline: Tax Client Workflow - Stage: New Lead Confirmation message must be customized to guide users to upload tax documents. ---------------------------------- 5. AUTOMATION WORKFLOWS Create the following workflows: A. New Lead Auto Response - Immediate SMS when form is submitted - Follow-up SMS after 1 day if no response B. Appointment Workflow - Confirmation message - Reminder before appointment C. Document Follow-Up - Automated reminders if documents are not uploaded D. Ready to Sign Notification E. Filed Notification F. Paid / Referral Follow-Up All messages must use dynamic fields (First Name, etc.) ---------------------------------- 6. TAG SYSTEM Create and apply tags: - New Client - Lead – Tax - Docs Pending - Ready to File - Returning Client - Business Owner - Self-Employed ---------------------------------- 7. TESTING (REQUIRED) You must: - Submit test form - Confirm contact creation - Confirm pipeline entry - Confirm automation messages fire correctly ---------------------------------- DELIVERABLES - Fully working CRM system - Form live and connected - Automations tested and functional - Screenshots or a walkthrough showing completion ---------------------------------- IMPORTANT - DO NOT overbuild or add unnecessary features - Keep system clean, simple, and scalable - Must have prior GoHighLevel experience - Must understand CRM automation and client workflows ---------------------------------- This is for a tax office, so attention to detail and professionalism is critical. Looking for someone who can complete this quickly and correctly. ---------------------------------- Please include examples of previous GoHighLevel work.

Project ID: 40398804