Overview We are a growing marketing agency using GoHighLevel (GHL) to manage sales pipelines, call tracking, and automation. Our system works but has become cluttered due to layered automations and multiple snapshots. We are looking for an experienced GHL specialist to audit, simplify, and optimize our CRM structure for clarity and accurate sales tracking. This is not a beginner role. We are looking for someone who understands CRM architecture, automation logic, and sales pipeline optimization. ⸻ Project Goals We need to: • Simplify and clean up our sales pipeline structure • Optimize opportunity stages for accurate reporting • Standardize and align workflows • Clean up tag logic • Improve visibility into show rate and close rate • Ensure call activity properly correlates with opportunity movement • Eliminate automation conflicts or duplication The goal is clarity, efficiency, and accurate reporting — not rebuilding from scratch. Specific internal workflow details will be shared after hiring. ⸻ Deliverables • Clean and simplified sales pipeline structure • Optimized workflow architecture • Standardized tag structure • Accurate sales tracking setup (appointments, show rate, close rate) • Clean reporting dashboard inside GHL • Loom walkthrough explaining final structure • Snapshot export upon completion ⸻ Ideal Candidate • 5 + years working inside GoHighLevel • Experience cleaning up messy GHL accounts • Strong understanding of automation triggers • Experience working with agency sales pipelines • Focuses on simplification (not overbuilding) ⸻ Project Structure Fixed-price preferred after initial audit. This is optimization and cleanup — not enterprise rebuilding. Potential for ongoing collaboration if performance is strong.