GoHighLevel Expert – CRM Automation, AI, Integrations & Lead Generation

GoHighLevel Systems, Automation & Lead Generation Specialist

Life Insurance Agency | CRM Cleanup, Automations, AI, Websites, Funnels, Lead Generation & SOP Training
I own a growing life insurance agency and am transitioning more of my business operations into GoHighLevel.
I am looking for an experienced GoHighLevel Systems, Automation & Lead Generation Specialist who can help me clean up, optimize, expand, and document my entire GoHighLevel ecosystem.

This is not an entry-level VA role.
I am specifically looking for someone who is:
Self-sufficient
Resourceful
Technically strong
Organized
Proactive
Comfortable troubleshooting
Able to research and solve problems independently
Able to recommend improvements without waiting for me to tell them exactly what to do
I am still learning GoHighLevel myself, so I need someone who can understand the account, identify problems, recommend solutions, implement them, test them, and then teach me what was done.

IMPORTANT: THIS IS NOT A BUILD-FROM-SCRATCH PROJECT
I already have the Lead to Client GoHighLevel build installed.
There are already existing:
Workflows
Pipelines
Opportunities
Contacts
Tags
Automations
Calendars
Campaigns
Lead sources
Integrations
Forms
Funnels
Landing pages
One of your first responsibilities will be auditing and cleaning up the existing account before adding more automation.
I do not want someone who immediately starts building new workflows without first understanding what is already there.

PHASE 1 — GHL AUDIT & CRM CLEANUP
My current lead and CRM organization needs attention.
You will need to independently audit the account and determine:
What is working
What is broken
What is duplicated
What is unnecessary
Which workflows conflict with each other
Why leads are ending up in incorrect places
Whether opportunities are being created correctly
Whether pipeline stages are being updated correctly
Whether tags are being applied correctly
Whether leads are receiving duplicate communications
Whether triggers are firing correctly
Whether contacts are being segmented properly
Whether workflows should be repaired, consolidated, or removed
Whether old automations are creating unnecessary problems
Whether lead sources are being tracked accurately
The goal is to create a reliable and organized foundation before expanding the system.

PHASE 2 — CRM, WORKFLOWS & AUTOMATION
Once the account is organized, I want to continue automating as much of the business as possible.
Responsibilities may include:
Lead Management
Automated lead intake
Lead source tracking
Lead assignment
Pipeline automation
Opportunity management
Contact segmentation
Tagging systems
Custom fields
Smart Lists
Lead status management
Lead nurturing
Long-term follow-up
Lead reactivation
Lead routing
Duplicate lead prevention
Appointment Automation
Appointment booking
Confirmation sequences
SMS reminders

Email reminders
No-show workflows
Missed appointment rebooking
Appointment rescheduling
Follow-up after appointments
Internal appointment notifications
Calendar integrations
Round-robin calendars
Team calendars
Client Automation
New client onboarding
Application follow-up
Client retention campaigns
Annual policy review reminders
Birthday campaigns
Holiday campaigns
Referral campaigns
Review requests
Cross-sell campaigns
Client reactivation
Long-term client communication

EMAIL & SMS MARKETING
I want automated campaigns that keep in touch with prospects and existing clients.
Examples include:
Welcome sequences
Educational campaigns
Long-term nurture sequences
Appointment follow-up
No-show sequences
Re-engagement campaigns
Referral requests
Cross-selling
Annual reviews
Client retention
Missed call text-back
Lead follow-up
Lead reactivation
Client newsletters

WEBSITE, FUNNEL & LANDING PAGE DEVELOPMENT
Experience building websites and landing pages inside GoHighLevel is very important.
I want someone who can help build and improve:
Agency websites
Lead-generation landing pages
Appointment booking pages
Quote request pages
Lead capture forms
Sales funnels
Thank-you pages
Recruiting funnels
Client onboarding pages
Referral pages
Review pages
You should understand how to create pages that are not only visually professional, but also designed to convert visitors into leads and appointments.
Experience with the following is highly valuable:
GoHighLevel Website Builder
GoHighLevel Funnel Builder
Mobile optimization
Form design
Surveys
Custom domains
Tracking codes
Meta Pixel
Google Analytics
Google Tag Manager
Conversion tracking
SEO basics
Landing page optimization
A/B testing
Basic HTML/CSS when needed

SOCIAL MEDIA LEAD GENERATION
I am also interested in someone who understands how to generate leads through social media and connect those leads directly into GoHighLevel.
Experience with paid and organic lead generation is a major plus.
Platforms may include:

Facebook
Instagram
TikTok
YouTube
Google
LinkedIn
I would like help with systems such as:

Facebook Lead Ads
Instagram Lead Ads
Meta Ads
Lead forms
Social media landing pages
Appointment funnels
Retargeting campaigns
Lead magnet funnels
Recruiting campaigns
Client acquisition campaigns
You should understand how leads move from:
Ad → Landing Page / Lead Form → GoHighLevel → Pipeline → Automation → Appointment
I am especially interested in someone who can help diagnose and improve the entire lead flow.

FACEBOOK & INSTAGRAM LEAD INTEGRATION
Experience integrating Meta leads directly into GoHighLevel is important.
You should be able to help with:

Facebook Lead Form ----------
Instagram lead integrations
Mapping form fields correctly
Applying correct tags
Assigning leads to pipelines
Triggering automations
Sending immediate SMS follow-up
Sending email follow-up
Booking appointments
Tracking campaign source
Preventing duplicate contacts
Troubleshooting missed leads
Troubleshooting duplicate communications

LEAD GENERATION & CONVERSION OPTIMIZATION
I am interested in someone who understands more than just the technical side of GoHighLevel.
Ideally, you also understand the marketing side.
This may include:
Lead generation strategy
Lead funnels
Conversion rates
Cost per lead
Cost per appointment
Appointment show rates
Lead response time
Lead nurturing
Retargeting
Reactivation
Follow-up strategy
Funnel optimization
Offer positioning
Testing different lead forms or landing pages
You do not need to be a full-time media buyer, but experience generating and improving social media leads is a major advantage.

AI AUTOMATION
AI experience is extremely important to me.
I want someone capable of helping build and improve:
AI SMS / Conversation Bots
Examples:
Responding to new leads
Qualifying leads
Answering common questions
Booking appointments
Following up with leads
Rebooking missed appointments
Reactivating old leads
Escalating conversations to a human when appropriate
AI Voice Agents
I am also interested in implementing AI voice automation for appropriate parts of the business.
Experience with:
GoHighLevel Conversation AI
GoHighLevel Voice AI
AI appointment setters
AI follow-up agents
AI reactivation
AI outbound calling
Third-party AI voice platforms
is a major advantage.

INTEGRATIONS
You should be comfortable connecting GoHighLevel with outside platforms.
This may include:
Zapier
Make
Twilio
RingCentral
Calendly
Stripe

Facebook Lead Ads
Instagram
Google Ads
Google Sheets
Webhooks
APIs
AI platforms
Lead vendors
Insurance-related technology
I do not expect you to already know every platform we may ever use.
I do expect you to know how to:
Read documentation
Research solutions
Troubleshoot
Test
Use APIs and webhooks when necessary
Determine whether an integration is possible
Find an alternative solution when the first approach does not work
I want someone whose mindset is:
“I have not built that exact integration before, but I can research it, test it, and determine the best solution.”

SOPs & VIDEO DOCUMENTATION — VERY IMPORTANT
One of the most important responsibilities of this position is documenting what you build.
I do not want my business dependent on one person understanding the system.
Every major system should eventually have documentation.
I would like you to create clear SOP videos using Loom or a similar platform showing:
What the automation or system does
Why it was built
How it works
What triggers it
What each major workflow step does
How to edit it
How to test it
How to troubleshoot common problems
What should not be changed
How the system connects to other parts of the CRM
How leads enter the system
How to identify where a lead came from
How integrations connect to GoHighLevel
These SOPs should be organized so that I can learn GoHighLevel and future employees can use the same training library.

TEACH ME WHILE YOU BUILD
I do not want someone who disappears into my account, builds things, and leaves me with a system I do not understand.
A major goal of this project is for me to become increasingly knowledgeable about GoHighLevel.
I want someone who can explain:
Why we are building something a certain way
How workflows work
Triggers versus actions
Opportunities and pipelines
Tags and custom fields
Smart Lists
Contact organization
Workflow logic
Troubleshooting
Integrations
Websites and funnels
Lead tracking
Conversion tracking
AI automation
Reporting
Best practices
How to safely modify existing systems

THE PERSON I AM LOOKING FOR
Technical ability is important, but problem-solving ability is equally important.
You should be someone who:
Has advanced hands-on GoHighLevel experience
Can enter an unfamiliar GHL account and understand how it was built
Can troubleshoot broken workflows
Understands CRM architecture
Understands pipelines and opportunities
Understands workflow logic
Understands email and SMS automation
Understands forms, funnels and websites
Understands lead-generation integrations
Understands tracking and attribution
Can troubleshoot Facebook lead ----------
Can work with AI automation
Tests their work before considering it complete
Can