CRM & Follow-Up Coordinator (GoHighLevel – Roofing Company USA)

We are a U.S.-based exterior restoration company (roofing, siding, gutters) looking for a highly organized and detail-driven Virtual Assistant to manage our GoHighLevel CRM and follow-up systems.

Your mission is simple:

• No lead gets forgotten
• No estimate goes stale
• No opportunity slips through the cracks

This is a systems-focused role, not social media or content work.

You will be responsible for maintaining our sales pipeline, sending structured follow-ups, monitoring automation workflows, and providing weekly reporting to ownership.

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Responsibilities:

• Log all incoming leads into GoHighLevel
• Tag and categorize leads (Insurance / Retail / Repair / Replacement)
• Move contacts through pipeline stages accurately
• Monitor automated SMS/email workflows
• Manually send follow-up messages when required
• Track stalled estimates and reactivation opportunities
• Confirm appointments
• Maintain clean and organized CRM data
• Submit a weekly pipeline performance report

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Pipeline Stages You Will Manage:

• New Lead
• Inspection Scheduled
• Inspection Completed
• Estimate Sent
• Waiting on Insurance
• Follow-Up Needed
• Closed Won
• Closed Lost

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Required Skills:

• Experience using GoHighLevel or similar CRM
• Extremely detail-oriented
• Strong written English
• Comfortable working with structured processes
• Able to follow SOPs and workflows precisely
• Proactive communicator

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Performance Expectations:

• 100% lead logging accuracy
• Zero missed follow-ups
• Weekly KPI report submitted every Monday
• Consistent pipeline cleanliness

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Work Schedule:

This position requires availability during U.S. business hours (Central Time).
You must be comfortable working a schedule that overlaps with 8:00 AM – 5:00 PM CST.

To Apply:

Type the word “PIPELINE” at the top of your application.

Then answer the following:
1. What CRM systems have you used?
2. How would you ensure no lead is forgotten?
3. Describe your experience with automated SMS/email follow-ups.