About

Hey! I’m looking for an experienced GoHighLevel expert to build a complete, automated funnel system for my financial services brand (True Legacy Group). The goal is to guide prospects from initial interest → booking a call → completing a financial survey → automations → client conversion. WHAT I NEED BUILT: 1. Funnel Pages (inside GHL): • Opt-in page (hook: “See how fast you can be debt-free”) • Value/Video page (embed my iDecide or intro video) • Calendar booking page • Thank-you page (with next steps) 2. Financial Questionnaire (Survey): • Rebuild my current “Money Flow Snapshot” (formerly a Jotform) directly inside GHL. • Include conditional logic for smooth user experience. 3. Automations & Workflows: • Tag-based triggers: (Lead, Booked, Snapshot Completed, No Snapshot, etc.) • Email + SMS reminders for form completion and appointment follow-up. • Notify me when forms are completed. • Move contacts through pipeline automatically. 4. Duplication Setup: • Funnel + workflows should be easily cloned for my agents (plug-and-play). 5. Branding: • Black and Gold color theme (TruLegacy Group). • Include my logo and consistent font style. DELIVERABLES: • Fully functional GHL funnel • Working automations (tested end-to-end) • Connected calendar + notifications • Quick training video or short Loom walkthrough for using and cloning the system TIMELINE: 7–10 business days preferred. SUPPORT: At least 30 days of minor revisions/support after hand-off.