GHL Setup & Google Sheets Leaderboard

# GoHighLevel (GHL) Setup + Google Sheets Leaderboard — Sales Pipeline for Home Services Company **Job Type:** Fixed Price **Timeline:** 1–2 weeks **Category:** CRM / Marketing Automation / Zapier --- ## Overview We're a Southern California home services company (artificial turf, concrete, hardscaping) with a small outside sales team. We need an experienced GoHighLevel specialist to build out our sales pipeline, automate key notifications, and connect GHL to a Google Sheets leaderboard that tracks rep performance in real time. This is a clearly scoped, fixed-price project. We're not looking for someone to figure it out as they go — we want someone who has done this before and can move quickly. --- ## Scope of Work **1. Build the Sales Pipeline in GHL** Set up a pipeline with the following stages in this exact order: - Lead In - Appointment Set - Confirmed - Showed - Presented - Closed Won - Closed Lost - Cancelled **2. Custom Fields per Opportunity** Create the following custom fields on each opportunity: - Assigned Rep - Lead Source - Project Type - Deal Value **3. Automated SMS/Email Notifications** Configure automations triggered at key pipeline stages, including: - Appointment confirmation text to the customer when moved to "Confirmed" - Follow-up SMS or email when an opportunity goes to "Showed" (no close) - Internal notification to assigned rep when a lead is assigned We will provide specific message copy. You're responsible for building the triggers and delivery logic. **4. GHL → Google Sheets via Zapier** Connect GHL to Google Sheets so that when an opportunity is created or moves stages, the relevant data (rep name, lead source, project type, deal value, stage) flows automatically into a Google Sheet. **5. Google Sheets Leaderboard** Build a Google Sheets leaderboard that tracks the following per sales rep: - Appointments Set - Show Rate (%) - Close Rate (%) - Revenue Closed ($) The sheet should update automatically from the Zapier feed and be easy to read at a glance — no complex formulas that break when we add reps. **6. End-to-End Testing** Test every workflow: stage movements, automated messages, Zapier triggers, and sheet updates. Deliver a brief written summary of what was tested and confirmed working. **7. Loom Walkthroughs** Record Loom videos walking through: - How the pipeline is structured and how to move opportunities - How automations work and how to edit message copy - How the Google Sheets leaderboard updates and how to read it These videos are for our admin and sales reps — keep them simple and clear. --- ## Requirements - Proven GoHighLevel experience — you must be able to share examples of past GHL builds (pipelines, automations, custom fields) - Zapier experience — specifically GHL triggers and Google Sheets actions - Google Sheets experience — formulas, structured data, clean layout - Fixed-price bids only — no hourly - Loom walkthrough of a previous GHL project required to be considered (link in your proposal) --- ## What We're NOT Looking For - Agencies or teams — we want to work directly with the person doing the work - Developers building custom integrations — this should be handled natively in GHL and Zapier - Proposals without portfolio examples or a Loom video --- ## To Apply Start your proposal with the phrase: **"I've built GHL pipelines before."** Then briefly describe (3–5 sentences): 1. A similar GHL project you've completed — what you built and for what type of business 2. How you've connected GHL to Google Sheets before 3. Your estimated timeline to complete this project Proposals that don't follow this format will not be reviewed.