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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
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