GoHighLevel Systems Architect – Real Estate Platform Infrastructure

UpworkUSNot specifiedintermediateScore: 52
API IntegrationEnglishHighLevelCRM AutomationMarketing AutomationAutomated Workflow
JOB TITLE GoHighLevel Systems Architect – Real Estate Platform Infrastructure (Master Snapshot Build) PROJECT OVERVIEW We are building production-level backend infrastructure inside GoHighLevel to power a multi-client real estate platform. This is not a funnel setup. This is a systems architecture build designed for replication, automation reliability, data integrity, and long-term scalability. The objective is to engineer a clean, standardized master template account that can be duplicated across sub-accounts without structural risk. The final system must be organized, documented, validated, and snapshot-ready. CORE OBJECTIVE Design and build a complete real estate CRM and automation framework including: • Buyer, Seller, Valuation, and Open House funnels • Structured CRM pipelines • Custom field architecture and standardized tag framework • Calendar booking system • SMS and email automation engine • Facebook lead integrations • Attribution and reporting structure • Internal onboarding system • Snapshot-ready master template • Documentation and QA validation System must support multi-client duplication without rework. PHASE 1 – ARCHITECTURE Naming Standards Implement strict naming conventions across workflows, tags, custom fields, pipelines, calendars, and campaigns. Data Model Deliver a documented field dictionary outlining field types, capture source, workflow dependencies, and required vs optional status. Fields must be logically grouped (Buyer, Seller, Property, Attribution). No duplicates. Tag Framework Create a standardized taxonomy (LEAD, SOURCE, STATUS, ACTION, CAMPAIGN). Tags must be non-redundant and documented. Permissions Implement role-based access controls to protect core automation assets. PHASE 2 – FUNNELS AND CRM Build Buyer, Seller, Valuation, and Open House funnels. Each must include: • Landing page • Form integration • Calendar booking • Automation trigger • Confirmation page Requirements: • Mobile optimized • No hard-coded client data • Placeholder-based structure • Snapshot-safe configuration CRM pipelines must move contacts automatically based on submissions, bookings, tag triggers, and stage updates. PHASE 3 – AUTOMATION ENGINE Workflows must be modular and clearly named. No multi-purpose or spaghetti workflows. Immediate Response System • SMS within 60 seconds • Email confirmation • Missed call text-back • Tag and pipeline assignment Appointment System • Confirmation • Reminders • No-show follow-up • Reschedule logic Nurture Systems Buyer, Seller, Open House, and re-engagement campaigns. Must include conditional logic, stop triggers, duplicate protection, DND handling, and defined exit conditions. System must prevent duplicate workflow stacking on repeat submissions. PHASE 4 – DELIVERABILITY Configure or document: • Email authentication (SPF, DKIM, DMARC) • Mail provider configuration • SMS compliance awareness (A2P / toll-free) • STOP/DND enforcement • Quiet hours and frequency controls System must be deliverability-ready. PHASE 5 – INTEGRATIONS Integrate and validate: • Facebook Lead Ads • Webhooks if required • Zapier if required • Calendar syncing • Domain mapping All integrations must be tested end-to-end. PHASE 6 – REPORTING Implement UTM standards, lead source mapping, opportunity tracking, and attribution fields. Deliver a dashboard showing: • Lead volume • Booked appointments • Show rate • Closed deals • Conversion metrics System must demonstrate measurable ROI. PHASE 7 – ONBOARDING Build onboarding infrastructure including intake form, asset checklist, setup automation tasks, and internal status pipeline. PHASE 8 – QA Project is complete only when: • Test submissions trigger correct tags and workflows • Appointment automations function correctly • No-show logic works • Duplicate submissions do not conflict • STOP/DND logic works • Snapshot duplicates cleanly • Email authentication is validated • Loom walkthrough and documentation delivered PHASE 9 – SNAPSHOT DELIVERY Deliver a clean master snapshot with no test data or client branding. Provide duplication proof and launch instructions. Snapshot must duplicate into a fresh sub-account with zero structural errors and no hard-coded assets. Snapshot must require only: Business name Phone Email Domain Calendar connection Brand assets IDEAL CANDIDATE Advanced GoHighLevel experience, proven snapshot builds, real estate CRM knowledge, strong workflow logic, systems thinking, and clear communication. REQUIRED WITH PROPOSAL Examples of snapshot builds Loom walkthrough Explanation of tag/field methodology Estimated timeline Fixed rate IMPORTANT This is platform infrastructure. The system must be structured, documented, replicable, validated, and built for scale.
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Spent: $510.5Rating: 5.0Verified