GoHighLevel Contractor Onboarding Automation
Worldwide
**Job Title:** GoHighLevel / CRM Automation Expert Needed to Build Contractor Onboarding Workflow with Payment, Agreement, and Intake Automation **Job Description:** I am looking for an experienced Virtual Assistant or CRM automation specialist to build a fully automated client onboarding workflow for my compliance consulting business. The workflow must allow a contractor/client to: 1. Review the service offer 2. Sign a digital agreement 3. Pay a required 50% deposit or setup fee 4. Automatically receive a welcome email 5. Automatically receive a document request checklist 6. Complete an intake form 7. Be added to the correct CRM pipeline/stage 8. Trigger internal notifications so my team knows a new client has paid and started onboarding This project will likely be built inside GoHighLevel, but I am open to recommendations if you have a better setup using Stripe, DocuSign, PandaDoc, Jotform, Zapier, or another reliable automation tool. **Project Requirements:** The finished workflow should include: * Landing page or proposal page for the service * Digital agreement/signature process * Stripe or payment integration * Automated payment confirmation * Automated client welcome email * Automated document checklist email * Client intake form * File upload capability if possible * CRM pipeline automation * Internal team notification * Simple tracking of paid clients vs. incomplete onboarding * Testing of the entire workflow from start to finish * Short video walkthrough showing me how to use and edit the workflow **Ideal Candidate Should Have Experience With:** * GoHighLevel workflows * Stripe payments * CRM automation * Digital signature tools * Client onboarding funnels * Zapier or Make automation * Forms and file upload systems * Email automation * Small business service-based workflows **Deliverables:** 1. Fully functioning automated onboarding workflow 2. Payment collection before document checklist is released 3. Digital agreement/signature step 4. Client intake form 5. Automated email sequence 6. CRM pipeline setup 7. Internal notification setup 8. End-to-end testing 9. Loom/video walkthrough 10. Written instructions for future edits **Important:** I do not want a basic funnel only. I need a complete automated onboarding system that prevents the client from receiving the document checklist until payment has been completed. Please respond with: 1. Examples of similar workflows you have built 2. Which tools you recommend for this project 3. Estimated completion time 4. Fixed price for the full project 5. Any monthly software costs I should expect **Goal:** I want this system to be simple, professional, and ready to use with my first contractor clients immediately.
$250.00
Fixed-price- IntermediateExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- USACanton6:20 PM
- $1.4K total spent8 hires, 3 active
- 61 hours
- Transportation & WarehousingSmall company (2-9 people)
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