19
Lead Intake & Workflow Automation Specialist
UpworkUSNot specifiedintermediate
CRM SoftwareHighLevel
We are looking for an experienced automation specialist to build Phase 1 of a scalable probate lead capture system. This phase focuses on creating the foundational infrastructure, including:
• Intake forms with conditional logic for prospects
• Automated workflows to track and respond to leads
• Missed call text-back and follow-up automation
• Centralized lead database for easy management
• Simple, easy-to-edit system designed for scalability
The goal is to validate the lead capture process, generate initial inquiries, and create a repeatable structure that can grow with additional automation in later phases. Attention to simplicity, clarity, and reliability is essential.
Skills Needed: GoHighLevel (or similar CRM), workflow automation, lead capture forms, SMS/email automation, system design.
Deliverables:
• Fully functional intake and lead tracking workflows
• Automated responses for missed calls and inquiries
• Documentation for managing and scaling the system
Unlock AI intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/mo