GoHighLevel & Calendly Automation Expert for Agency
UpworkBDNot specifiedintermediateScore: 42
Lead GenerationMarketing AutomationEmail MarketingZapierMarketing Strategy
We are building a commission-based B2B agency and need a highly experienced GoHighLevel automation expert to design and implement a scalable backend system.
Our agency structure includes:
Multiple commission-based cold callers (setters)
Multiple commission-based sales closers
Manual Stripe payment collection during calls
Commission payouts only when deal is successfully closed
We require a clean, scalable, automated system using:
GoHighLevel
Calendly
Google Sheets
Zapier or Make
Scope of Work
Calendly System Setup
Create unique booking links for each setter
Add hidden fields to track setter identity
Set up round-robin event for multiple closers
Ensure correct data flows into GHL
GoHighLevel CRM Setup
Create custom fields for:
Setter Name
Closer Name
Deal Size
Commission fields
Build structured sales pipeline
Build separate support pipeline
Create automation workflows for:
Appointment booked
Payment received
Deal moved to Closed Won
Onboarding trigger
Commission tracking
Stripe Integration
Trigger workflow when payment received
Auto-move deal to Closed Won
Capture deal size
Commission Tracking System
Integrate GHL with Google Sheets
Automatically log:
Client name
Setter
Closer
Deal size
Commission breakdown
Create formulas for commission calculation
Client Onboarding Flow
Design onboarding form inside GHL
Create automation to notify builder after submission
Trigger internal task creation
Support Ticket System
Setup support email inside GHL
Create support pipeline
Automate ticket creation from email/form submissions
Requirements
Proven GoHighLevel automation experience
Strong understanding of multi-user CRM systems
Experience building commission tracking workflows
Experience integrating Stripe + GHL
Clean documentation of final system
Loom walkthrough required upon completion
Deliverables
Fully functional automation system
Clean pipeline structure
Commission tracking Google Sheet
Documented workflow map
1 recorded walkthrough video
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