GoHighLevel Automation Build — Retreat Funnel
1 day ago
Job description
GoHighLevel Automation Build — Retreat Funnel (6 Workflows + Zapier Integrations)Job Description
We need an experienced GoHighLevel specialist to build out a complete automation system for a retreat registration funnel.
Everything is documented in a detailed blueprint — you'll be working from a comprehensive document that specifies every workflow, trigger, action, wait step, conditional branch, email, SMS message, pipeline stage, and tag.
Important:
The forms, landing page, registration pages, and email templates are already built or will be built by us. You are building the back-end automations, pipeline, tags, and integrations only.
What you'll build:
In GoHighLevel:
1 pipeline with 10 stages (all stages documented)
13+ tags (all named and defined in the blueprint)
6 workflows with full logic including:
Form submission triggers
Tag-based If/Else conditional branches
Wait steps (24 hours, 48 hours, 3 days, 5 days, 7 days, 14 days)
Tag additions/removals
Pipeline stage updates
Date-based conditional (before/after April 1, 2026)
Internal team notification emails
5 SMS/WhatsApp messages configured within workflows (copy provided)
Connect our pre-built email templates to the correct workflow actions
Zapier Integrations:
ThriveCart → GHL (via Zapier): When a ThriveCart purchase completes, Zapier adds the appropriate tags in GHL (registered, room type, alumni status) and updates custom fields
Details:
One ThriveCart product with an order bump (single room upgrade) and an alumni coupon code
Zapier needs to detect:
order bump purchased (yes/no), coupon code used (yes/no), payment amount, payment plan (yes/no)
Tags and custom fields to update are fully documented
GHL → Airtable (via Zapier): When key tags are added in GHL, Zapier creates or updates records in an existing Airtable base.
Five trigger points documented (application submitted, accepted, declined, registered, 90-day challenge eligible).Testing:
Run a test contact through the full journey — lead capture → application → acceptance → registration — and verify all automations, tags, pipeline updates, Zapier integrations, and Airtable syncs fire correctly.
What's already done (do NOT rebuild):
Landing page (hosted on Netlify)
Lead capture form (GHL form with custom CSS)
Full application form (GHL form with custom CSS)
Thank-you page (Kajabi)
ThriveCart product, order bump, and checkout pages
Email templates in GHL (we build these for brand consistency — you connect them to workflows)
What we provide:
Complete automation blueprint (Word document — every workflow, trigger, action, and condition specified)
All email copy — written and ready (we paste into GHL email templates)
All 5 SMS message texts — ready to paste into workflows
Branded email header image
Access to GHL sub-account, Zapier account, ThriveCart, and Airtable base
GHL form IDs for the two existing forms
Requirements:
Proven GoHighLevel experience with workflow automation (please share examples)
Comfortable with If/Else conditional logic, tag-based branching, and wait steps
Experience with Zapier integrations (ThriveCart → GHL and GHL → Airtable)
Attention to detail — the blueprint is very specific and we want it implemented accurately
Ability to test all automations and confirm they work before handoff
Deliverables:
All workflows built (in draft/test mode for our review before publishing)
Pipeline and tags configured
Zapier zaps configured and tested (ThriveCart → GHL, GHL → Airtable)
Email templates connected to workflow actions
Brief walkthrough video (Loom or similar) showing what was built
Timeline: 3–5 business days
Budget:
Fixed price — please quote based on the scope above.
This is a well-documented, clearly scoped project with no guesswork. We're looking for someone who can execute efficiently from a detailed brief.
Contract duration of 1 to 3 months.
Mandatory skills:
Zapier, Automation, HighLevel, CRM Automation, Email Automation
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