GoHighLevel Automation & Conversation AI Expert Needed for Canadian Directory & Community Platform

Project Overview I am building a new Canadian faith-based directory and community platform connecting people with churches, schools, businesses, resources and community. The public platform is built on WordPress, with GoHighLevel being used for CRM, forms, surveys, workflows, community, Conversation AI and customer management. The platform is moving from development into active launch, and I need an experienced GoHighLevel automation specialist to help organize and complete the operational infrastructure. This is not primarily a funnel-design or website-design project. I am looking for someone who is very comfortable architecting workflows, Conversation AI, pipelines, forms, notifications, payments and customer journeys inside GoHighLevel. Primary Goal I want every meaningful interaction with the platform to be properly captured, categorized, routed and followed up inside GoHighLevel. I do not want important inquiries, listing claims or AI conversations relying on me noticing individual emails. The completed system should give me a clear view of: New inquiries Listing claims awaiting review Conversations requiring human follow-up New community members Partnership or ministry inquiries Paid upgrades Follow-ups and outstanding tasks Phase 1 Scope 1. Audit Existing GoHighLevel Setup Review the existing sub-account, including: Forms Surveys Workflows Tags Custom fields Pipelines/opportunities Conversation AI Community setup Notifications I already have some workflows in place. The goal is to improve and consolidate what exists, not automatically rebuild everything from scratch. 2. Central Intake System Create or refine a centralized intake pipeline with stages such as: New Needs Review Responding Waiting on Contact Approved / Actioned Closed Use tags and custom fields to categorize inquiries rather than creating excessive separate pipelines. Categories may include: Church listing claim Business listing claim School listing claim New listing submission Featured listing upgrade Community inquiry Ministry inquiry Partnership inquiry General/support inquiry Other 3. Forms & Survey Workflows Connect existing forms and surveys to standardized workflows. Depending on the submission, workflows should: Create or update the contact Record lead/source information Apply appropriate tags Create/update an opportunity Place the opportunity in the appropriate stage Send an acknowledgement Notify me internally Create a task if human action is required Avoid unnecessary duplicate records/opportunities 4. Conversation AI Review and improve the existing Conversation AI agent. The AI should: Capture contact information appropriately Answer from approved information Avoid promising services that do not currently exist Recognize when human review is required Trigger the appropriate workflow based on intent Hand conversations to a human when appropriate Human handoff scenarios should include things such as: Partnership inquiries Ministry or church-planting inquiries Employment/placement inquiries International pastor or immigration-related questions Complaints Media inquiries Complex pricing questions User requests a human AI does not have sufficient information to answer accurately When handed off, the system should appropriately pause the AI, tag/categorize the inquiry, notify me and create an actionable task where appropriate. 5. Internal Notifications Build useful internal notifications so I immediately understand: Who contacted us What they want Type/category of inquiry Source What action is required Link to the relevant contact/conversation where possible Notifications need to be actionable rather than simply sending generic conversation transcripts. 6. Listing Claim Workflows Create standardized workflows for: Church claims Business claims School claims Current process: Submission → Review → Approve / Request More Information / Decline An approval should trigger appropriate tags, fields, notifications and confirmation communications. For this phase, approval can initially be handled through GHL pipeline/status changes. More advanced one-click administrative approvals and automatic WordPress/database updates may be developed separately later. 7. Stripe + Payments I already have an active Stripe account, but payments have not yet been implemented. I need the successful candidate to configure Stripe with GoHighLevel and establish a straightforward payment process for recurring paid offerings. Expected initial products include approximately: Featured Listing — $49/month Marketing/Growth Plan — $249/month Higher-level Marketing/Software Plan — $995/month Requirements include: Connect Stripe correctly to GoHighLevel Configure products/pricing Set up recurring subscriptions Create appropriate hosted payment links or checkout process Trigger workflows after successful purchase Apply appropriate tags/statuses Customer confirmation/onboarding Failed-payment/cancellation handling where practical Test before going live I prefer to use native GoHighLevel + Stripe functionality rather than custom development for this phase. 8. Testing & Documentation All key workflows should be tested end-to-end before completion. Please also provide clear documentation covering: Workflow names and purposes Triggers Tags/custom fields used Pipeline logic AI handoff logic Payment setup Where communications can be edited Any remaining recommendations A recorded walkthrough at handoff would be appreciated. Required Experience Please apply only if you have strong hands-on experience with: GoHighLevel Workflows Conversation AI Human Handoff Pipelines and Opportunities Tags and Custom Fields Forms and Surveys Stripe subscriptions/payments within GHL Workflow troubleshooting Webhooks/API concepts Experience building GHL systems for directories, memberships, SaaS platforms or organizations with several different customer journeys would be particularly helpful. This is NOT primarily a role for: Funnel designers Website designers Social media managers General virtual assistants I need someone who understands GoHighLevel systems architecture and automation. Working Relationship I want someone who will: Work within my existing account Use native GHL functionality wherever practical Keep the system understandable and maintainable Avoid unnecessary complexity Explain major architecture decisions Use consistent naming conventions Document what is built Leave me capable of managing the system afterward All workflows, accounts, integrations and assets must remain under my ownership and control. Estimated Initial Scope I expect this Phase 1 project to require approximately 20–30 hours for an experienced GoHighLevel specialist. Please provide your own estimate after reviewing the scope. There is potential for additional work after Phase 1, including more advanced integrations between GoHighLevel, WordPress and the platform's listing database. When Applying Please answer the following: How long have you worked extensively with GoHighLevel? Describe one complex GHL automation system you personally built. What experience do you have with Conversation AI and Human Handoff? Have you configured recurring Stripe subscriptions inside GHL? What experience do you have with GHL webhooks or API integrations? Based on the scope above, approximately how many hours would you estimate? What is your hourly rate? How do you document systems for clients when a project is completed? Please begin your proposal with the words GHL AUTOMATION so I know you have read the full project description.