Gig
$5 hour
20
Jul 29, 2026
I own a life insurance agency and am looking for an experienced GoHighLevel expert to help me optimize and expand my existing GoHighLevel system.
I already have the Lead to Client GoHighLevel build installed, so I'm not looking for someone to build a CRM from scratch. Instead, I need someone who can improve what's already there, customize it for my business, create new automations, and help me get the most out of the platform.
One of my biggest goals is to automate as much of my business as possible while also learning how everything works so I can confidently manage and improve it over time.
What You'll Be Doing
You'll help improve and expand my current GoHighLevel setup by:
Reviewing my existing workflows and making recommendations
Optimizing my CRM and pipeline structure
Building new workflows and automations
Setting up
Setting up SMS drip campaigns
Creating automated lead nurturing campaigns
Building client retention campaigns
Creating appointment booking and reminder automations
Rebooking missed appointments
Client reactivation campaigns
Review request campaigns
Referral campaigns
Annual policy review reminders
Internal notification workflows
Contact segmentation and tagging
Smart Lists and organization
Workflow troubleshooting and optimization
Calendar integrations
Forms, surveys, and funnels as needed
Email
I want to build automated campaigns that keep in touch with both prospects and existing clients.
Examples include:
Welcome sequences
New client onboarding
Annual policy review reminders
Cross-sell and upsell campaigns
Referral requests
Birthday and holiday messages
Educational
Appointment follow-up
No-show sequences
Long-term nurture campaigns
Re-engagement campaigns
Training & Coaching
A major part of this role is helping me learn GoHighLevel.
I'm looking for someone who enjoys teaching—not just building.
As we work together, I'd like you to explain:
Why we're building things a certain way
How workflows function
How to edit and troubleshoot automations
Best practices
Tips and shortcuts
How I can confidently make future changes on my own
Think of this role as both an implementation specialist and a GoHighLevel coach.
Ideal Candidate
You should have:
Extensive GoHighLevel experience
Experience optimizing existing GoHighLevel accounts
Strong workflow automation skills
CRM organization experience
Email
Pipeline management experience
Calendar setup experience
Landing page and funnel experience
Zapier or
AI automation experience (a major plus)
Bonus Skills
Experience with:
Life Insurance
Mortgage Protection
Medicare
Financial Services
Sales Funnels
Facebook
Google Ads integrations
RingCentral
Twilio
Stripe
AI Voice
AI Chatbots
Conversation AI
What Success Looks Like
Within the first few months, I'd like to have:
A more organized and efficient GoHighLevel account
Smarter automations
Better lead nurturing
Automated client follow-up
Improved appointment booking and reminders
Automated referral and review campaigns
Better reporting and dashboards
A system that's customized for my business and continues to evolve as we grow
How to Apply
Please answer the following:
How many years have you been using GoHighLevel?
Have you optimized or customized existing GoHighLevel accounts?
What's the most advanced automation you've built?
Have you worked with insurance agencies or financial services?
Are you comfortable teaching while implementing?
Can you share screenshots, workflow examples, or a short video of projects you've completed?
What other software are you experienced with? (Zapier, Make, Twilio, Stripe, Calendly, etc.)
What is your hourly rate?
When are you available to start?
To show you've read this entire post, begin your application with the words: "Automation Expert."