GoHighLevel CRM Architect — Custom Field Schema and Pipeline Design

About the Project We are a USA-based commercial real estate firm. We use GoHighLevel as our CRM. We are building out our system to serve as a structured intelligence layer for buyer and seller data across multiple asset class verticals. Before we build any conversational bots, response automations, or matching workflows, we need a contractor to architect the foundational data structure that everything else will plug into. This engagement is exclusively about that foundation. This is the first phase of a multi-phase CRM build. Significant follow-on work is available for the contractor who delivers this foundation cleanly. Budget and Timeline Initial engagement: $1,500 to $3,000 fixed price Payment structure: 50% on kickoff, 50% on completion and verification Timeline: 2 weeks from kickoff to delivery Start: Within 1 week of hire Scope of Work Design and build the complete custom field schema and pipeline architecture in GoHighLevel that will serve as the foundation for all subsequent automation, conversational AI, and matching workflow builds. The goal is a clean, queryable, scalable data structure that any future contractor can build on top of without re-architecting. Specific deliverables: 1. Custom field schema across five asset class verticals - Design buyer criteria fields across five distinct commercial real estate asset classes (we will share the specific verticals with the selected contractor under NDA) - Design seller intelligence fields capturing motivation indicators, property details, ownership context, and conversation history - Universal fields shared across all verticals (vertical interest, target geography, price range, timeline, financing status, investor type, contact source, lead temperature) - Vertical-specific fields for each asset class capturing the criteria that actually matter in that market - All fields use dropdown or multi-select where possible — minimal free-text fields, since the schema must be queryable in Smart Lists - Naming convention follows GHL standards for webhook compatibility 2. Pipeline architecture - Two parallel pipelines: a buyer pipeline and a seller pipeline - Stages within each pipeline that map to actual sales process, not generic CRM stages - Stage definitions documented with clear entry and exit criteria - Pipeline structure designed to support future automation triggers and reporting dashboards 3. Tag and source taxonomy - Standardized tag structure for inbound source attribution (which channel, which campaign, which vertical) - Source field architecture so every contact record reflects where they came from - Tag hierarchy that supports filtering, segmentation, and future automated routing 4. Reserved fields for future phases - Receiver fields for inbound call intelligence data (transcript, recording URL, lead quality score, sentiment, keyword flags) - Motivation score field (numeric) and psychographic profile field (categorical) for future scoring layer - Public records enrichment fields (placeholder fields that will receive data from a later integration) - These fields remain empty in this phase but are structurally in place for subsequent builds 5. Documentation package - Custom field reference document: every field built, its type, options if dropdown, what writes to it, what reads from it, what phase it serves - Pipeline reference document: every stage, entry and exit criteria, what automations will eventually trigger from it - Loom walkthrough explaining the full architecture and the logic behind it -Written rationale document explaining why the schema is designed the way it is, so future contractors can build on it correctly What This Engagement Does NOT Include - No automation builds, workflows, or conversational AI bots in this phase - No form building or chatbot building — those are subsequent engagements - No integration with external call intelligence platforms, AI APIs, or workflow orchestrators — those are subsequent engagements - No campaign attribution work, response routing, or two-way email sync — those are subsequent engagements - No public records integration — that is a future phase build This is deliberately a foundation-only engagement. The data structure must exist before anything can be built on top of it. Trying to build automations on top of an unfinished schema creates rework later, which is exactly what we want to avoid. What We Will Provide - GoHighLevel admin access - Our current draft buyer field schema (you will critique and improve it, not start from scratch) - Vertical-specific market context: what fields actually matter in commercial real estate transactions for each asset class we operate in (under NDA) - One 60-minute working session before kickoff to align on schema philosophy and answer questions - One 30-minute review session mid-build to validate direction - Real-time access to our team via email for any clarifying questions Hard Requirements — Confirm in Your Proposal - US-based or US-time-zone availability for real-time communication - Demonstrated experience as a CRM architect or systems designer, not only as an automation builder - Proven GoHighLevel build history with multi-pipeline, multi-vertical, or multi-product schemas - Documented architectural thinking — show us a previous schema or pipeline design you have produced - Available to start within 1 week of hire and commit to the 2-week delivery timeline - Willing to do a 60-minute working session before build begins - Willing to sign a standard mutual NDA before any business-specific details are shared Three Questions — Please Answer in Your Proposal Proposals that do not answer all three questions will not be reviewed. We are looking for substance, not boilerplate. 1. Describe a CRM schema you have designed where the fields had to support multiple downstream workflows that did not exist yet when the schema was built. How did you decide what fields to include and how to name them? What did you get right and what would you do differently? 2. When designing a multi-vertical CRM where buyer criteria differ significantly by asset class or product line, how do you balance universal fields versus vertical-specific fields? Walk us through your decision framework with a specific example from past work. 3. What is your perspective on reserved or placeholder fields — fields built into a schema for capabilities that do not yet exist? When is it smart to include them and when is it premature? Be specific. How to Apply Please submit a proposal that includes: - Direct answers to the three questions above - Confirmation of all hard requirements - Your fixed price within the $1,500 to $3,000 range - Your proposed start date and 2-week delivery commitment - Links to one or two CRM schemas or pipeline designs you have completed (Loom walkthroughs, documentation samples, or anonymized examples are all fine) - Your time zone and availability for real-time communication How This Engagement Connects to Larger Build This foundation engagement is the first phase of a multi-phase build that includes: - Phase 2 — Conversational AI bots that engage inbound buyers across multiple channels, capturing structured data into the schema you build in this engagement - Phase 3 — Campaign attribution, response routing, and multi-channel automated response system - Phase 4 — Integration with inbound call intelligence platform via webhook - Phase 5 — Motivation scoring algorithm and buyer-seller matching workflow - Phase 6 — Public records enrichment to inform internal decision-making We are not committing to any future engagements as part of this hire. We are flagging that the right architect has substantial follow-on opportunity over the next 12 months if this foundation phase is delivered cleanly.