Charlotte

Senior GoHighLevel CRM Consultant

extreme automation • Freelance

Mar 2026 - Present • 4 mos

Managed end to end GoHighLevel implementations for marketing agencies, coaches, consultants, healthcare providers, and local service businesses. Gathered business requirements and translated them into fully functional CRM systems that improved lead management, customer communication, and sales processes. Configured complete GoHighLevel accounts including pipelines, opportunity stages, calendars, forms, surveys, websites, landing pages, membership areas, conversation inboxes, and reporting dashboards to match each client's workflow. Developed advanced automation using workflows, triggers, if else conditions, wait steps, goals, internal notifications, and custom values to automate lead nurturing, appointment reminders, client onboarding, follow up campaigns, invoice reminders, review requests, and customer reactivation. Created reusable snapshots for different industries, allowing faster deployment while maintaining consistent account structure and automation across multiple client projects. Integrated GoHighLevel with Stripe, Twilio, Mailgun, Zapier, Make, Google Workspace, Facebook Lead Ads, Google Ads, Calendly, Zoom, QuickBooks, Slack, and webhook based applications to connect sales, marketing, and customer support into one centralized system. Configured LC Phone, LC Email, Conversation AI, SaaS Mode, custom domains, DNS records, payment gateways, and white label branding for agency accounts. Designed responsive websites, landing pages, and high converting sales funnels with custom sections, forms, surveys, countdown timers, order forms, upsells, and thank you pages that aligned with each client's brand identity. Performed CRM audits, corrected broken automations, improved workflow performance, organized contact databases, and implemented reporting solutions that gave business owners better visibility into lead sources, sales performance, and campaign results.

GoHighLevel CRM & Automation Specialist

GHL.Solutions • Freelance

Jan 2026 - Present • 6 mos

Supported agencies and business owners by implementing, configuring, and maintaining GoHighLevel CRM systems that improved lead management, client communication, and internal operations. Built complete account structures including pipelines, opportunity stages, smart lists, calendars, forms, surveys, websites, landing pages, membership areas, and client portals based on each customer's business requirements. Assisted with white label CRM deployments and account customization for agencies serving multiple industries. Designed and maintained advanced workflow automations for lead qualification, appointment scheduling, follow up campaigns, client onboarding, review requests, reactivation campaigns, invoice reminders, internal task notifications, and customer retention. Configured conditional logic, custom values, tags, triggers, wait steps, goals, and opportunity management to reduce manual processes and improve customer engagement. Created reusable snapshots that standardized CRM implementation while reducing deployment time for new client accounts. Integrated GoHighLevel with Twilio, Mailgun, Stripe, Google Calendar, Google Workspace, Zapier, Make, Facebook Lead Ads, Google Ads, Zoom, Slack, Calendly, and webhook based applications to automate data flow across multiple business systems. Assisted with LC Phone, LC Email, AI Conversation, domain connection, DNS configuration, A2P registration, payment gateway setup, and SaaS account configuration. Performed account audits, resolved automation issues, optimized workflow performance, and improved CRM organization to increase operational efficiency. Worked closely with implementation teams, customer success managers, and business owners to gather project requirements, document solutions, test workflows, and deliver projects within scheduled timelines. Provided technical troubleshooting, user guidance, and post implementation support while maintaining detailed documentation for future enhancements.

GoHighLevel Specialist

FunnySalesVideos.com • Freelance

Nov 2025 - Present • 8 mos

Worked as a GoHighLevel Automation Specialist, supporting digital marketing agencies and growing businesses with CRM implementation, workflow automation, and lead management. Designed and configured complete GoHighLevel accounts from the ground up, including custom pipelines, opportunity stages, calendars, forms, surveys, landing pages, websites, membership areas, and client portals based on each client's business model and sales process. Built advanced automation workflows for lead nurturing, appointment scheduling, follow up campaigns, missed call text back, review requests, customer reactivation, onboarding, and internal notifications using email, SMS, voicemail, and task automation. Configured custom values, tags, smart lists, custom fields, triggers, and conditional logic to improve organization and automate repetitive processes. Created reusable snapshots that reduced account setup time and ensured consistent deployment across multiple client projects. Integrated GoHighLevel with Twilio, Mailgun, Stripe, Zapier, Make, Google Calendar, Google Drive, Facebook Lead Ads, TikTok Lead Generation, Calendly, Zoom, and webhook based applications to create reliable end to end business workflows. Assisted with domain connection, DNS configuration, LC Email, LC Phone, conversation AI, reputation management, payment collection, invoicing, and white label SaaS configuration. Designed responsive sales funnels, landing pages, and websites that aligned with client branding while improving lead conversion and appointment booking rates. Performed account audits, identified workflow issues, corrected automation errors, optimized funnel performance, and provided technical support throughout implementation. Worked closely with project managers, sales teams, and business owners to understand operational requirements, recommend practical solutions, document processes, and deliver projects on schedule.