PROJECT OVERVIEW: We are seeking an experienced GoHighLevel (GHL) developer to support the improvement and automation of key parts of our customer journey and invoicing workflows.
We are a training company currently using GHL to manage bookings, estimates (internally referred to as “Booking Confirmations”) and invoicing. However, we require assistance to refine and extend our use of GHL in order to minimise manual intervention as far as possible.
2. Automate Booking Confirmation (GHL Estimate): - Automatically generate a Booking Confirmation/GHL Estimate using data from Custom Fields - Trigger this automation when the Opportunity is moved to a designated pipeline stage
3. Add field validation check: - Develop a validation mechanism to ensure all required fields are completed before a booking can move from ‘Send Booking Confirmation’ to ‘Send Invoice’ stage - Ideally, if a required field is missing, the system should either block the transition or display a warning
4. Post-payment customer email automation: - When a payment is marked as received, trigger a customised ‘Thank You’ email to the customer
REQUIREMENTS: - Extensive experience with GoHighLevel, including building automations, workflows, and email triggers - Strong understanding of conditional triggers, custom fields, and best practices for workflow design - Ability to advise and collaborate on booking, invoicing, and reminder automations - Fluent written and verbal communication skills in English
WORKING STYLE: Please note the following expectations: - We are looking for someone who is flexible, responsive, and focused on getting things right quickly and efficiently - Previous experience with a developer proved too slow due to poor responsiveness, causing delays on small tasks, we do not want a repeat of this - The selected candidate must be willing to attend ad hoc online meetings to clarify requirements. We’ve found this is the most effective way to ensure quick progress and avoid miscommunication
ONGOING WORK: - This project is only the first phase. We have a number of additional automation and workflow tasks planned, so we are looking to build a long-term relationship with the right developer.
Please only apply if you meet all of the above criteria.
