You will get a Complete GoHighLevel Lead Automation Setup: From Import to Welcome Email
Project details
Automate your lead-to-client journey and stop losing revenue to manual follow-ups.
Managing leads in spreadsheets is slow and leads to missed opportunities. I specialize in building "Speed-to-Lead" systems within GoHighLevel that ensure every contact is organized, tracked, and engaged the moment they enter your system.
What sets this project apart:
End-to-End Logic: I don't just import data; I build the workflow that moves leads through a custom pipeline automatically.
Personalized Touch: I configure dynamic email triggers that greet leads by name, increasing your engagement rates instantly.
Proven Workflow: My setups are clean, organized, and designed for scalability.
Deliverables include:
Strategic CSV contact import and custom field mapping.
A visual sales pipeline (New Lead, Contacted, Closed) tailored to your business.
Automated "New Contact" workflow triggers.
Instant, personalized welcome email configuration.
Live testing to ensure 100% functionality.
Save hours of manual work every week and provide a professional experience for your leads. Let’s get your GoHighLevel CRM working for you!
Managing leads in spreadsheets is slow and leads to missed opportunities. I specialize in building "Speed-to-Lead" systems within GoHighLevel that ensure every contact is organized, tracked, and engaged the moment they enter your system.
What sets this project apart:
End-to-End Logic: I don't just import data; I build the workflow that moves leads through a custom pipeline automatically.
Personalized Touch: I configure dynamic email triggers that greet leads by name, increasing your engagement rates instantly.
Proven Workflow: My setups are clean, organized, and designed for scalability.
Deliverables include:
Strategic CSV contact import and custom field mapping.
A visual sales pipeline (New Lead, Contacted, Closed) tailored to your business.
Automated "New Contact" workflow triggers.
Instant, personalized welcome email configuration.
Live testing to ensure 100% functionality.
Save hours of manual work every week and provide a professional experience for your leads. Let’s get your GoHighLevel CRM working for you!
Purpose
BusinessIndustry
Business Services & Consulting, Data Analytics, Ecommerce, Marketing & AdvertisingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$25
|
Standard
$80
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 5 days |
Frequently asked questions
About Maria Angela
Certified QBO Bookkeeper & GoHighLevel Virtual Assistant
Las Pinas, Philippines - 1:12 am local time
Are you a small business owner or agency who needs reliable support across both operations and finances?
I am a Virtual Assistant with hands-on experience in GoHighLevel CRM automation and QuickBooks Online bookkeeping, offering a rare combination that most VAs don’t have: you get organized operational systems AND clean books without hiring two separate people.
💡 Why Hire Me?
Certified Expertise: I am an official Intuit ProAdvisor (QBO Level 1, May 2026) and Xero Certified Associate, trained to handle your finances using industry-standard practices.
Operational Synergy: I don't just look at numbers. Because I understand CRM pipelines and e-commerce workflows, I ensure your operational data flows seamlessly into your accounting software.
📊 Bookkeeping & QBO Support:
Transaction recording, expense categorization, and cleanups
Bank, credit card, PayPal, and Stripe reconciliations
Accounts payable (AP) and accounts receivable (AR) tracking
Generating monthly Profit & Loss and Balance Sheet reports
🚀 GoHighLevel & CRM Support:
Workflow Builder trigger and action automation sequences
CRM Data Import/Export and contact list management
Bulk SMS and Email campaign setup & pipeline tracking
Inbox management and lead reply handling
🛠️ Additional Skills:
Social Media Content Creation (Canva/CapCut)
E-commerce operations and Amazon/KDP product listing
Google Data Analytics & Digital Marketing Certified
Whether you need your books reconciled, your CRM automated, or both, I work with US-based small business owners and understand US accounting standards and practices. I am available immediately and open to part-time or full-time remote arrangements. Let's jump on a quick call to see how I can streamline your business!
Steps for completing your project
After purchasing the project, send requirements so Maria Angela can start the project.
Delivery time starts when Maria Angela receives requirements from you.
Maria Angela works on your project following the steps below.
Revisions may occur after the delivery date.
Select Package
Choose from the Starter, Standard, or Advanced tiers based on the complexity of your automation needs.
Checkout
Complete the payment through Upwork’s secure portal to initiate the contract.