About

I need someone to help me automate Go High Level CRM. Specifically, I have a contract in Documents and Contracts that I would like to be auto completed with the contacts name and address. Possibly adding a button I can click within the contact of the prospect that will grab their info and pull it to the contract? Secondly, I'd like a loom video tutorial on the most efficient way to complete a document and send it to the recipient with an email snippet. My goal is to streamline the process of completing the document so I can do it while I'm on the phone with a prospect and not be delayed in getting the contract to them ASAP. Once the contract is sent, I need an automation set up to move the lead to "contract sent" in the pipeline stages. Must have strong English speaking skills so you are easily understandable when you create the loom video, OR use a pleasant AI voice over. The tutorial does not necessarily have to be Loom, as long as it can be used to train people on my team easily.