Claude Code Automation Builder: Set Up a Lead Magnet System for a Local Marketing Agency

### **About this engagement** We're a digital marketing agency working with independently owned local professional service businesses across North America. We're hiring an experienced Claude Code builder to set up the operating system for our agency's AI workflows. The first project is a lead magnet system. After that, additional projects will come up over time as we grow the system. ### **Working relationship** We want a steady collaborator we can work with over time, entirely through Upwork. The initial scope is one well-defined project (the lead magnet system). After that, we expect additional projects as our Claude Code setup matures, and we'd rather keep working with the same builder than start over with someone new each time. If you like clients who give you ongoing varied work through Upwork, this should be a good fit. All paid tools and accounts (Claude, GoHighLevel, hosting, etc.) will be set up under our accounts. You will not be asked to pay for any subscriptions out of pocket. ### **The first project: lead magnet system** Build a reusable lead magnet engine that our client businesses can use to attract and capture qualified prospects. Each lead magnet has three jobs: 4. Capture name, email, phone, and a few topic-specific qualifying fields from a prospect on a form (hosted in GoHighLevel or embedded on the client's WordPress site). 5. Generate a customized output based on what they submitted: either a branded PDF, or a printable HTML page (8.5 x 11, 1-inch margins) that prints cleanly with the client business's logo at the top and contact info at the bottom. 6. Deliver the output to the prospect by email, and push the lead into GoHighLevel with correct tags, custom fields, and workflow triggers. The engine is multi-tenant: the same template can be rebranded for any client business by swapping logo, brand colors, and contact info. This is the lead magnet for the client business's prospects, not our lead magnet to attract client businesses. The client business is the brand the prospect sees end to end. **Example lead magnet patterns** (specific topics will be confirmed at kickoff): * Service Selection / Decision Guide (asks preferences, recommends a service tier) * Readiness or Planning Checklist (asks situation questions, generates a personalized checklist) * Eligibility / Qualification Worksheet (asks qualifying details, returns a tailored worksheet) * Getting Started Roadmap (a first-step guide based on the prospect's situation) * Project Planning Worksheet (asks scope and constraints, returns a structured plan) * Service Cost Estimator (based on the client business's actual pricing tiers) ### **Where this is going (broader scope)** After the lead magnet system is shipped, we have a queue of additional projects. We're not committing to any of these in this contract, but you should know what's likely ahead: * Custom slash commands for competitive market scans, SEO audits, and content drafting in our voice * Custom subagents for prospect research, content review, and copywriting * Adapting three specific YouTube tutorials into agency workflows (Claude Code lead-gen scraping, Claude \+ DataForSEO for SEO, and broader Claude Code power-user techniques) * Implementing the broader Vibe Coding Incubator (VCI) Claude Code Workshop curriculum: roughly 18 SOPs covering MCP servers, hooks, autonomous execution, Supabase, and Vercel We'd want the same builder for these if Milestone 1 goes well. ### **What "done" looks like for the lead magnet system** After this contract, our team should be able to take the engine you built and stand up a new lead magnet for any client business by following your SOP, without needing to write code. A prospect fills out the form, the customized output lands in their inbox within 5 minutes, the lead lands in GoHighLevel with the right tags within 60 seconds. The whole pipeline is documented well enough that we can debug it ourselves when something breaks. ### **Required experience** * Demonstrable hands-on use of Claude Code (the CLI, not just the web chat). Portfolio links, GitHub commits, or screen recordings preferred. * Fluent with the core Claude Code concepts: global vs. project CLAUDE.md, MCP servers, subagents, hooks, slash commands, autonomous execution. * Experience building forms, webhooks, and CRM integrations. GoHighLevel experience is strongly preferred. * Experience generating PDFs or print-ready HTML from dynamic data (Puppeteer, react-pdf, jsPDF, or similar). * Solid Git / GitHub skills. * Strong written English. You will be writing SOPs that our team relies on. * Available for at least 3 hours of synchronous overlap per week with Pacific Time. ### **Nice to have** * Agency or local-services marketing background * WordPress and Elementor experience * Familiarity with CASL (Canada anti-spam law) and CAN-SPAM (US) * Vercel and Supabase experience ### **How to apply** **Replying to this posting, please start with the word, Gretzky. Attention to detail and problem-solving skills are essential for this role.** Beyond that, generic applications will be ignored. Your proposal must include all four: 7. Open the body of your cover letter with the phrase **"Handbook vs. walls"**. (This is a concept from the Claude Code SOP on hooks. Anyone who has done real work with Claude Code will recognize it.) 8. A short paragraph explaining the difference between a global CLAUDE.md and a project CLAUDE.md, in your own words. 9. A link to at least one piece of work that proves you've actually built with Claude Code (GitHub repo, Loom, blog post). Screenshots of chats don't count. 10. Your proposed approach to Milestone 1 (the foundation plus the first lead magnet) and how many hours you think it will take. ### **Budget and structure** Hourly contract through Upwork. Target rate $15-30/hr USD. Milestone 1 is capped at \[25\] hours so we can evaluate before committing to the full scope. If Milestone 1 goes well, we'll continue with subsequent milestones, and we expect this to be the first of several projects over time.