Senior GoHighLevel CRM Expert — Takeover, Audit & Rebuild

We are a bilingual legal-services business seeking a senior GoHighLevel CRM and automation expert to assume long-term technical responsibility for an existing production environment. We own and control the current GoHighLevel sub-account. This is not an account-recovery or account-transfer project. We are transitioning from a previous service provider and need an independent specialist to verify the current implementation, preserve what works, correct or rebuild what does not, document the complete system and provide ongoing maintenance. This is not primarily a funnel-building, landing-page, advertising or virtual-assistant position. We need someone who understands GoHighLevel as an operating system for a service business. CURRENT ENVIRONMENT The environment may include: • GoHighLevel workflows, pipelines, forms, calendars, opportunities, tags and custom fields • Bilingual English/Spanish customer journeys • Zapier automations, APIs and webhooks • Aircall and telephony-related processes • Email and SMS communications • Appointment scheduling and reminders • Payment-related workflows • Voice AI and after-hours call handling • Internal assignments, notifications and follow-up tasks The account is active and in production. Changes must be carefully controlled to avoid disruption, duplicate communications, lost leads or incorrect payment and scheduling actions. STAGED ENGAGEMENT Stage 1 — Access, Control and Continuity Baseline • Confirm the company’s control of relevant accounts, integrations and assets • Inventory users, permissions, workflows, pipelines, calendars, forms, fields and integrations • Identify immediate continuity, security and operational risks • Establish backup, change-control, testing and rollback procedures • Make no significant production changes during this stage without written approval Stage 2 — Independent Technical Audit and Roadmap • Verify which existing processes actually work • Identify broken, duplicate, conflicting, incomplete or undocumented workflows • Review Zapier, webhooks, telephony, payment, email and calendar dependencies • Classify relevant components as Preserve, Correct, Rebuild, Replace, Retire or Create • Prepare a prioritized implementation roadmap, hours estimate and preliminary QA test matrix The initial contract will be limited to a paid 6–8 hour discovery covering Stages 1 and 2. There is no commitment beyond the discovery. Stage 3 — Critical Stabilization If the discovery is satisfactory, the engagement may be extended to: • Correct urgent lead-intake, assignment, appointment, communication and payment problems • Prevent duplicate triggers, messages, opportunities, appointments and actions • Add appropriate monitoring, failure alerts and rollback procedures • Preserve functioning components whenever practical Stage 4 — Rebuild and Implementation • Rebuild defective, incomplete or missing workflows • Implement approved bilingual customer journeys • Improve CRM architecture, pipelines, tags, fields and automation logic • Test integrations, normal scenarios and edge cases • Complete a controlled rollout without interrupting production Stage 5 — Documentation and Training • Complete system and asset inventory • Current-state and final-state architecture diagrams • Workflow-by-workflow documentation • QA test matrix and test results • SOPs for recurring operations • Loom walkthroughs • Internal-team training Stage 6 — Ongoing Maintenance After implementation, we expect to retain the selected specialist for monitoring, troubleshooting, updates and continuous improvement. EXPECTED ENGAGEMENT • Initial discovery: 6–8 hours • Estimated full engagement: approximately 60–100 hours • Expected implementation period: approximately three to five weeks • Initial availability needed: approximately 15–25 hours per week • Ongoing maintenance after implementation • At least two working hours overlapping with US Pacific Time The final implementation hours and priorities will be confirmed only after the initial discovery. REQUIRED QUALIFICATIONS • Advanced GoHighLevel experience • Proven experience taking over, auditing or cleaning up an existing GHL account • Strong knowledge of workflows, pipelines, calendars, forms, custom fields and permissions • Experience with Zapier, APIs and webhooks • Understanding of telephony, call routing, SMS and Voice AI • Strong production QA, duplicate-prevention and error-handling practices • Ability to create clear SOPs, diagrams and technical documentation • Fluent professional English • Ability to work independently and take ownership of results • Strong communication and availability for recurring progress updates Spanish and Aircall experience are preferred but are not mandatory. SECURITY AND WORKING METHOD The selected specialist will receive an individual authorized user account after the contract begins. Shared credentials will not be provided. During the initial discovery, the specialist may inspect the environment but may not, without prior written approval: • Delete assets • Publish or activate workflows • Load snapshots • Change integrations • Modify live customer communications • Export customer information • Use real customers for testing We expect concise written progress updates, clear identification of blockers and documentation of all approved changes. HOW TO APPLY Begin your proposal with the words “CONTROLLED TAKEOVER” and answer the following questions: 1. Describe an existing GoHighLevel account you personally took over, audited or rebuilt. What condition was it in? 2. What would you inspect before making any production changes? 3. How do you identify duplicate or conflicting workflows? 4. How would you test an active production system without using real customers? 5. What information and functionality does a GoHighLevel snapshot not preserve or transfer? 6. Describe your experience with Zapier, APIs, webhooks, telephony, payments and Voice AI. 7. Provide an anonymized example of an SOP, system diagram, asset inventory or QA test matrix you personally prepared. 8. What exactly would you deliver during the first 6–8 hours? 9. State your hourly rate, time zone, weekly availability and earliest starting date. 10. Confirm whether you personally will perform the work or whether any portion will be delegated to an agency or another team member. Generic proposals focused mainly on funnels, websites, advertising or lead generation will not be considered.