CRM & Automation Systems Architect

Hi, we are looking for someone for GoHighLevel CRM implementation.

Project Objective
Build a centralized business operating system using GoHighLevel (GHL) to manage marketing, relationship building, lead generation, sales, project tracking, authority marketing, and reporting.

Business Overview
Primary audiences include Condominium Board Members, Property Managers, Engineers, Co-operatives, Developers, and Building Owners. Current databases include approximately 4,300 verified Board emails, 1,018 Property Manager emails, 180 Co-op emails, and an Engineer database currently being developed.

Required Deliverables
1. CRM Architecture Design
2. Contact & Building Database Structure
3. Custom Fields and Tags
4. Pipeline Creation
5. Landing Pages
6. Forms and Calendars
7. Email Infrastructure
8. Automation Workflows
9. Reporting Dashboards
10. Documentation and Training

Required Pipelines
- Board Relationships
- Property Manager Relationships
- Engineer Relationships
- Co-op Relationships
- Sales Opportunities
- Active Projects
- Education / Courses / Events

Landing Pages Required
- Board Decision Center
- Reserve Fund Snapshot
- Building Condition Assessment
- Roof Diagnostic Program
- EIFS Assessment
- Garage Assessment

Automation Requirements
- Lead Capture
- QR Code Tracking
- Appointment Booking
- Proposal Follow-up
- Task Creation
- Lead Routing
- Email Sequences
- Dashboard Reporting

Integration Requirements
- Microsoft 365
- Outlook Calendar
- Company Websites
- n8n Automation Platform
- Future AI and Data Enrichment Workflows

Reporting Requirements
- Lead Source Tracking
- Campaign Performance
- Meetings Booked
- Assessments Scheduled
- Proposals Sent
- Projects Won
- Revenue Attribution

Proposal Submission Requirements

Please provide:
- Relevant GHL experience
- Similar projects completed
- Estimated timeline
- Fixed price or milestone pricing
- Ongoing support options
- Team structure
- Examples of dashboards and automations built

Evaluation Criteria
- Understanding of CRM architecture
- GHL expertise
- Automation capabilities
- Reporting capabilities
- Documentation quality
- Communication and responsiveness
- Long-term scalability

Please do not respond with ChatGPT.

Thank you.