In need of a GHL Expert

Posted 2 days ago

Worldwide

Summary

GHL Webinar Project About Our Webinar We use GoHighLevel (GHL) and Zoom Webinar to manage our webinar process. People register for our webinar, receive reminders, attend the webinar, receive follow ups, and can book a one-on-one consultation. We currently have multiple webinar hosts. Example: Week 1 Webinar = Host A Week 2 Webinar = Host B Week 3 Webinar = Host C Everything is managed inside one GHL account. How Our Webinar Should Work Step 1: Registration A person registers for our webinar. After registering, they should: Enter the webinar workflow Be assigned to the correct webinar host Be added to the correct pipeline Step 2: Reminders The person receives reminders before the webinar. Examples: 24 hours before 1 hour before 15 minutes before Reminders should only be sent when appropriate. Step 3: Attend Webinar The person joins the webinar through Zoom. Once they attend: All webinar reminders should stop immediately. They should move to the next stage automatically. Step 4: Follow Up After attending the webinar (WHEN WEBINAR IS DONE), they should receive follow up messages. Examples: Thank you message Invitation to book a one on one consultation Additional follow up emails or SMS If they do not attend, they should receive: Replay access Follow up reminders Step 5: Appointment Booking The person books a one on one consultation. After booking: Follow up workflows should update correctly. Pipeline stages should update correctly. No duplicate messages should be sent. Problems We Need Help Solving 1. Host Lead Separation This is one of our biggest needs. Each host should only see their own leads. Example Host A runs a webinar. Only Host A should see those leads. Host B should not see them. Host C should not see them. The same should apply to every webinar host. We need a system that automatically places leads under the correct host. 2. Webinar Reminders Please check all reminder workflows. We need to make sure: Reminders stop after attendance. Duplicate reminders are not sent. Incorrect reminders are not sent. Example If someone registers 30 minutes before the webinar starts, they should not receive a reminder scheduled for 1 hour before the webinar. 3. Zoom Attendance Tracking Please review the Zoom integration. We need to make sure: Attendees are tracked correctly. Non attendees are tracked correctly. Attendance triggers the correct workflow actions. WHAT IF THEY USED A DIFFERENT EMAIL TO REGISTER AND TO JOIN? 4. Tags Please review all tags being used. We need: Clean tag structure No duplicate tags No unnecessary tags Proper tag updates throughout the webinar journey 5. Pipelines Please review our pipelines. We need to make sure: Leads go to the correct pipeline. Leads move to the correct stages. Host pipelines remain separate. Reporting remains accurate. 6. Make Duplicate Workflows on Sub-Accounts Please review and duplicate the required workflows across the sub-accounts. We need to make sure: All required workflows are copied to the correct sub-accounts. Workflow triggers, conditions, and actions remain identical to the original. Any account-specific settings (tags, pipelines, calendars, users, etc.) are updated accordingly. Automations function correctly after duplication without creating conflicts or duplicate executions. Testing is completed to confirm each duplicated workflow works as expected. I am currently looking to hire someone with experience in this field who can provide quality work within the same area of expertise. If you are interested, please share your previous work samples, experience, availability, and your preferred rate or project-based pricing. I am looking to hire someone with experience in this area. If you are interested, please share your previous work, availability, and your rate or project-based pricing.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
CRM Automation
Lead Management Automation
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:yesterday
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jan 29, 2020
  • United States
    12:50 PM

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