You will get a CRM lead capture workflow setup for your business
Project details
I will help you set up a simple CRM lead capture workflow so new inquiries are organized, saved, and easier to follow up.
This service is best for business owners, agencies, coaches, consultants, service providers, clinics, salons, real estate teams, and small businesses that receive leads from forms, landing pages, spreadsheets, or CRM systems.
I can help connect tools such as Zapier, GoHighLevel, Google Forms, Google Sheets, Gmail, HubSpot, Airtable, Trello, Slack, and similar platforms.
Example workflows include form submission to CRM contact, new lead saved to Google Sheets, lead notification sent to Gmail or Slack, contact created or updated in HubSpot or GoHighLevel, basic lead tagging, simple follow-up setup, and appointment reminder setup.
Before starting, I will review your current process, confirm your tools, set up the workflow, test it using sample data, and provide a short summary of what was built.
This project is for simple workflow setup, testing, and documentation.
This service is best for business owners, agencies, coaches, consultants, service providers, clinics, salons, real estate teams, and small businesses that receive leads from forms, landing pages, spreadsheets, or CRM systems.
I can help connect tools such as Zapier, GoHighLevel, Google Forms, Google Sheets, Gmail, HubSpot, Airtable, Trello, Slack, and similar platforms.
Example workflows include form submission to CRM contact, new lead saved to Google Sheets, lead notification sent to Gmail or Slack, contact created or updated in HubSpot or GoHighLevel, basic lead tagging, simple follow-up setup, and appointment reminder setup.
Before starting, I will review your current process, confirm your tools, set up the workflow, test it using sample data, and provide a short summary of what was built.
This project is for simple workflow setup, testing, and documentation.
Email Platform
HubSpot, ActiveCampaignWhat's included
| Service Tiers |
Starter
$25
|
Standard
$50
|
Advanced
$90
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Email Templates | 0 | 0 | 0 |
Number of Email Sends | 0 | 0 | 0 |
Number of Recipients | 0 | 0 | 0 |
Number of Trigger Emails Optimized | 0 | 1 | 2 |
Number of Trigger Emails Setup | 1 | 2 | 3 |
Number of Trigger SMS Optimized | 0 | 0 | 1 |
Number of Trigger SMS Setup | 0 | 0 | 1 |
Number of Revisions | 0 | 1 | 1 |
Account Settings Review | - | ||
Analytics & Tracking Setup | - | - | |
Campaign Optimization | - | - | - |
Customer Lifecycle Messaging | - | - | |
Marketing Action Plan | - | - | - |
Marketing Analytics Report | - | - | - |
Subscriber Form Setup |
Frequently asked questions
About Edward
Funnel, CRM & Workflow Automation | GoHighLevel, Zapier, n8n
Davao, Philippines - 1:00 am local time
I work with GoHighLevel, Systeme, Zapier, Make, n8n, ManyChat, Google Workspace, HubSpot, Airtable, Trello, Slack, ChatGPT, and other automation tools.
I can support you with:
✅ GoHighLevel lead generation and appointment funnels
✅ CRM contact and pipeline setup
✅ Email and SMS reminder automations
✅ Zapier workflow automation
✅ Make multi-step workflow automation
✅ n8n workflow and AI automation projects
✅ ManyChat Messenger menu automation
✅ Systeme course, enrollment, inquiry, and funnel systems
✅ Workflow testing, troubleshooting, and documentation
Selected project experience includes:
• GoHighLevel Lead Generation Funnel with CRM Automation
• GoHighLevel Dental Appointment Funnel with CRM and Automated Reminders
• GoHighLevel Review Request Automation
• GoHighLevel Missed Call Text-Back Automation
• Make Customer Support Ticket Routing Automation
• Zapier Lead Capture, CRM and Customer Onboarding Workflows
• n8n Workflow and AI Automation Projects
• ManyChat Facebook Messenger Menu Automation
• Systeme Course, Enrollment and Funnel Systems
I focus on building practical, organized, and tested systems that are ready for real business use.
Before transitioning into remote digital work, I gained 10+ years of professional experience in process-driven operations. That background strengthened my attention to detail, accuracy, consistency, reliability, and ability to follow structured workflows.
I am available for fixed-price projects and part-time technical support involving funnels, CRM systems, workflow automation, and digital operations.
Message me with the process, funnel, CRM setup, or workflow you want to improve, and I can help you determine the best setup.
Steps for completing your project
After purchasing the project, send requirements so Edward can start the project.
Delivery time starts when Edward receives requirements from you.
Edward works on your project following the steps below.
Revisions may occur after the delivery date.
Review your current process
I will review your tools, lead source, CRM setup, fields, and desired workflow result before starting the setup.
Set up the workflow
I will connect the selected tools, set up the trigger, map the required fields, and create the lead capture or CRM workflow.