🧠 GoHighLevel Expert Needed: CRM Architecture + Pipeline Build + Data Migration
UpworkUSNot specifiedintermediateScore: 62
Marketing AutomationEmail AutomationCRM AutomationLead Management AutomationCampaign ManagementMarketing Campaign Setup & ImplementationMarketing Operations & WorkflowHighLevelCustomer Relationship ManagementCRM Software
I’m a multi-state mortgage broker building a scalable, automation-first operation inside GoHighLevel — and I need someone who actually understands backend structure, not just landing pages.
This is NOT a basic funnel setup job.
I need a GoHighLevel expert who can architect and implement two fully structured pipelines, build relational tracking between them, integrate texting, and migrate data from multiple platforms.
🎯 Project Scope
1️⃣ Buyer / Lead Pipeline (End-to-End Mortgage Process)
Build a structured pipeline that tracks leads from:
New Lead
Contacted
Pre-Qualification
Pre-Approval
Actively Shopping
Offer Submitted
Under Contract
Clear to Close
Closed
Post-Close / Nurture
(I will provide full status breakdown and definitions.)
This pipeline must:
Support automation triggers (texts, emails, tasks)
Support tagging and segmentation
Allow visibility for reporting and conversion tracking
Be structured cleanly for long-term scale
2️⃣ Real Estate Agent Pipeline
Build a second pipeline for agent relationships that tracks:
New Agent Lead
Initial Contact
Intro Call Completed
Active Referral Partner
Sent Lead
Closed Deal
Long-Term Nurture
This pipeline must:
Track agent production
Allow for multiple deals/links from the Buyer Pipeline [above] to be able to track long term partnership.
Track referrals sent
Track deals closed
Allow automation for follow-up + relationship nurture
🔗 CRITICAL: Pipeline Relationship Logic
This is non-negotiable.
I need:
Relationships between buyer records and agent records
Ability to see which agent is tied to which buyer
Ability to track agent performance based on closed deals
Reporting that connects lead source → agent → closed loan
If you don’t understand relational CRM architecture, this isn’t the right project.
💬 Text Messaging Integration
We must integrate:
iBlueSend (preferred)
OR
A better SMS solution native to or compatible with GoHighLevel
Needs:
2-way texting
Automation triggers
Tracking inside pipeline
Team visibility
Compliance-aware setup
🔄 Data Migration Required
We are migrating from:
ClickUp (current CRM)
Quo (current texting platform)
FloDesk (email marketing)
You must be able to:
Import contacts cleanly
Preserve tagging/status data where possible
Avoid duplication
Map fields properly
Maintain segmentation logic
Bonus if you’ve done multi-platform CRM migrations before.
🧩 What I’m Looking For
Advanced GoHighLevel experience (show examples)
CRM architecture & automation logic expertise
Experience with relational tracking between pipelines
SMS integration experience
Data migration experience
Clear communication
Strategic thinking — not just task execution
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