GoHighLevel Automation Funnel Setup IUL Client Acquisition System — Full Build

JOB OVERVIEWJob Type: Fixed-Price Contract
Scope: Full GHL sub-account setup — 8 sections, ~50 tasks
Est. Hours: 8–12 hours across 2–3 days
Timeline: Completion within 5–7 business days of start
Experience: Intermediate to Expert — GHL-certified preferred

PLEASE PROVIDE A FLAT RATE IF POSSIBLE - WE WOULD LOVE THIS PROJECT TO BE COMPLETED QUICKLY.

PROJECT OVERVIEWWe are looking for an experienced GoHighLevel VA to build out a complete automation funnel for an insurance lead generation and qualification system. This includes CRM setup, email/SMS workflows, calendar configuration, AI chatbot, and conversion tracking.This is a well-documented project. You will be provided with a detailed task checklist with step-by-step instructions for every item, full email and SMS copy (copy/paste only — no writing required), brand assets including logo, headshot, colors, and compliance disclaimers, and a Meta Pixel ID and all necessary account credentials.You are NOT responsible for filming videos, writing ad copy, or building pages outside of GoHighLevel. Your scope is entirely within GHL.FULL SCOPE OF WORKSection 1 — Account & Domain Configuration

Connect custom domain to GHL (CNAME / A record setup)
Configure email sending domain with SPF, DKIM, and DMARC records
Verify email domain authentication
Purchase and configure GHL phone number (local area code)
Complete 10DLC brand and campaign registration (fee reimbursed)
Set business profile: name, address, phone, timezone
Section 2 — CRM & Pipeline Setup

Create 7 custom contact fields (Financial Goal, Income Range, Budget, etc.)
Build IUL Sales Pipeline with 10 stages from New Lead to Client Won/Lost
Create 10 contact tags for workflow triggering
Set up 3 Smart List saved filters for lead status views
Import any existing contacts via CSV with proper field mapping
Section 3 — Calendar Setup

Create 20-minute "Free Retirement Strategy Call" calendar
Configure availability, buffer time, and minimum scheduling notice
Limit booking window to 5 days out
Set up post-booking redirect to confirmation page
Configure automated confirmation and reminder emails (24hr + 1hr)
Section 4 — Confirmation Page Build

Build mobile-responsive GHL funnel page
Add booking confirmation details with Add-to-Calendar buttons
Build 7-slot objection video grid with title placeholders
Add "What to Expect" section and compliance disclaimer footer
Add privacy policy and terms of service links
Section 5 — Email & SMS Automation Workflows (6 Workflows)
All copy is provided — paste only, no writing required.

Workflow #1: 30-day Post Opt-In Nurture — 7 emails + 4 SMS
Workflow #2: Post-Booking Pre-Call Nurture — 5 SMS touches
Workflow #3: No-Show Recovery — 5-touch sequence with rebooking link
Workflow #4: Qualified Lead Internal Alert — instant notification with lead details
Workflow #5: Speed-to-Lead Auto-Response — SMS within 60 seconds of opt-in
Workflow #6: Missed Call Text-Back — auto-SMS on missed inbound calls
Full workflow testing with a test contact before marking complete
Section 6 — Conversation AI Bot

Create AI bot with professional/warm personality set to appointment booking
Configure bot prompt using provided template
Connect bot to the Strategy Call calendar
Add 15–20 FAQ Q&A pairs from provided list
Enable on SMS, Facebook, and Instagram channels
Set to Suggestive mode initially (not Auto-Pilot)
Run Bot Trial tests and tune responses

Here's the full listing as plain text you can copy/paste:
GoHighLevel Automation Funnel Setup IUL Client Acquisition System — Full Build
JOB OVERVIEW
Job Type: Fixed-Price Contract
Scope: Full GHL sub-account setup — 8 sections, ~50 tasks
Est. Hours: 8–12 hours across 2–3 days
Timeline: Completion within 5–7 business days of start
Experience: Intermediate to Expert — GHL-certified preferred
PROJECT OVERVIEW
We are looking for an experienced GoHighLevel VA to build out a complete automation funnel for an insurance lead generation and qualification system. This includes CRM setup, email/SMS workflows, calendar configuration, AI chatbot, and conversion tracking.
This is a well-documented project. You will be provided with a detailed task checklist with step-by-step instructions for every item, full email and SMS copy (copy/paste only — no writing required), brand assets including logo, headshot, colors, and compliance disclaimers, and a Meta Pixel ID and all necessary account credentials.
You are NOT responsible for filming videos, writing ad copy, or building pages outside of GoHighLevel. Your scope is entirely within GHL.
FULL SCOPE OF WORK
Section 1 — Account & Domain Configuration
Connect custom domain to GHL (CNAME / A record setup)
Configure email sending domain with SPF, DKIM, and DMARC records
Verify email domain authentication
Purchase and configure GHL phone number (local area code)
Complete 10DLC brand and campaign registration (fee reimbursed)
Set business profile: name, address, phone, timezone

Section 2 — CRM & Pipeline Setup
Create 7 custom contact fields (Financial Goal, Income Range, Budget, etc.)
Build IUL Sales Pipeline with 10 stages from New Lead to Client Won/Lost
Create 10 contact tags for workflow triggering
Set up 3 Smart List saved filters for lead status views
Import any existing contacts via CSV with proper field mapping

Section 3 — Calendar Setup
Create 20-minute "Free Retirement Strategy Call" calendar
Configure availability, buffer time, and minimum scheduling notice
Limit booking window to 5 days out
Set up post-booking redirect to confirmation page
Configure automated confirmation and reminder emails (24hr + 1hr)

Section 4 — Confirmation Page Build
Build mobile-responsive GHL funnel page
Add booking confirmation details with Add-to-Calendar buttons
Build 7-slot objection video grid with title placeholders
Add "What to Expect" section and compliance disclaimer footer
Add privacy policy and terms of service links

Section 5 — Email & SMS Automation Workflows (6 Workflows) All copy is provided — paste only, no writing required.
Workflow #1: 30-day Post Opt-In Nurture — 7 emails + 4 SMS
Workflow #2: Post-Booking Pre-Call Nurture — 5 SMS touches
Workflow #3: No-Show Recovery — 5-touch sequence with rebooking link
Workflow #4: Qualified Lead Internal Alert — instant notification with lead details
Workflow #5: Speed-to-Lead Auto-Response — SMS within 60 seconds of opt-in
Workflow #6: Missed Call Text-Back — auto-SMS on missed inbound calls
Full workflow testing with a test contact before marking complete

Section 6 — Conversation AI Bot
Create AI bot with professional/warm personality set to appointment booking
Configure bot prompt using provided template
Connect bot to the Strategy Call calendar
Add 15–20 FAQ Q&A pairs from provided list
Enable on SMS, Facebook, and Instagram channels
Set to Suggestive mode initially (not Auto-Pilot)
Run Bot Trial tests and tune responses

Section 7 — Tracking & Integrations
Install Meta Pixel on all GHL funnel pages
Set up "Schedule" and "Lead" custom conversion events
Connect Facebook Conversions API (CAPI) for server-side tracking
Generate and store GHL API key
Set up GHL inbound webhook URL
Optionally install GA4 tracking code

Section 8 — Final QA & Testing
Configure sender email address with reply routing to GHL inbox
Create email signature template
Build privacy policy and terms of service pages in GHL
Mobile-test every page on an actual phone
Full end-to-end funnel test from form submission through booking confirmation
Create master reference document with all credentials and URLs
Set up email domain warmup schedule

REQUIRED SKILLS
Required:
GoHighLevel — intermediate to expert level
DNS configuration: CNAME, A records, SPF, DKIM, DMARC
GHL workflow automation builder
GHL Conversation AI setup
Meta Pixel and custom event setup
10DLC brand and campaign registration
CRM pipeline and tag architecture
Nice to Have:
GHL certification or agency-level experience

Facebook Conversions API (CAPI) experience
Insurance or financial services funnel experience
DELIVERABLES
All 50+ checklist tasks completed and verified
Screenshot documentation of each completed section
All 6 workflows built, tested, and confirmed working
Conversation AI bot configured and tuned
Meta Pixel and CAPI verified in Events Manager
Master reference document with all credentials delivered securely
Full end-to-end funnel test passed