GHL Automation Expert to Build a Full "Hands-Off" CRM System for a Multi-Vertical REI business.

## Overview I run a real estate investing business across four verticals — wholesale flipping, land flipping & development, multi-family flips & rentals, and single-family fix & flips & rentals — and I need an experienced GoHighLevel (GHL) expert to design and build a complete, custom snapshot from the ground up. The goal: a fully automated acquisition-to-disposition system where I only personally get on the phone with a seller when they are ready to sell, and only get on the phone with a buyer when they are ready to buy and the property fits their buy box. Everything before that point — lead intake, qualification, nurture, follow-up, and matching — should be handled by AI and automated workflows. This is a build-from-scratch project (no existing GHL account or integrations in place), so I need someone who can own the full architecture, not just assemble templates. ## What I Need Built **1. Account & Pipeline Architecture** - Sub-account setup structured to support four distinct deal types (wholesale, land, multi-family, single-family) with separate acquisition and disposition pipelines for each, while keeping shared contact/reporting data unified. - Custom fields, tags, and custom values to track property type, deal stage, motivation, condition, ARV/comps, buy-box criteria, and offer terms. **2. AI-Driven Lead Qualification (Seller Side)** - Conversation AI and Voice AI configured to handle inbound and outbound seller contact (SMS, voice, web chat) — asking discovery questions on motivation, timeline, condition, price expectations, and ownership status. - Logic to score/tag leads as cold, warm, or hot, and only route a lead to me for a live call once it's qualified as ready to discuss/sign. - Automated follow-up and nurture sequences (SMS, email, ringless voicemail) for leads not yet ready, on a cadence appropriate to each vertical (e.g., land deals typically need longer nurture than distressed SFR). **3. AI-Driven Buyer Matching (Disposition Side)** - Buyer intake process capturing each cash buyer's buy box (asset type, market/zip, price range, condition, financing type, rehab appetite, etc.). - Automated workflow that matches new acquired/under-contract deals against buyer buy boxes and notifies matching buyers automatically. - I should only be looped in once a buyer confirms real interest and the property fits their stated criteria. **4. Workflow Automation** - End-to-end workflows covering: new lead intake → qualification → nurture → appointment booking → contract stage → closing handoff, and the parallel buyer-side flow. - Calendar/appointment booking automation so qualified sellers/buyers can self-schedule a call with me directly. - Internal notifications (Slack/email/SMS) triggered only at the "ready to close" stage. **5. API & Third-Party Integrations** Please recommend and connect the necessary tools (I don't have an existing stack), which should likely include: - Skip tracing / list-pulling and off-market data source - Dialer / SMS provider (if not fully covered by native GHL calling) - E-signature (e.g., DocuSign or Dotloop) for contracts - Accounting (e.g., QuickBooks) for deal-level financial tracking - Comps/valuation source for ARV and land value estimates - Zapier or Make as middleware for anything without a native GHL integration - Google/Outlook calendar sync **6. Reporting** - KPI dashboard covering lead volume, qualification rate, cost per lead, deals under contract, and buyer match/close rate — segmented by vertical. **7. Documentation & Handoff** - Clear SOPs/documentation for how each workflow and automation works. - A recorded walkthrough (Loom or similar) explaining the full system, so I and any future team member can maintain it. ## Scope & Terms - **Budget:** Fixed-price project. Please submit your proposed price based on the scope above along with your bid. - **Timeline:** Looking to move quickly — ideally live within 1–2 weeks. - **Post-launch:** Includes a testing/QA period after initial build to fix issues and refine automations based on real usage before final handoff. ## Who I'm Looking For - Proven experience building GoHighLevel systems specifically for real estate investors (wholesaling, fix & flip, or land — not just real estate agent lead-gen builds). - Strong hands-on experience with GHL's AI tools (Conversation AI, Voice AI, Workflow AI Builder) and native/custom API integrations. - Comfortable owning the tool-selection decisions for skip tracing, e-signature, and accounting integrations, not just plugging into a stack I already have. - Can clearly explain workflow logic and document what they build. ## To Apply, Please Include - 2–3 examples of GHL snapshots/systems you've built for real estate investors (screenshots, Loom walkthroughs, or sandbox access preferred). - A brief outline of how you'd structure the pipelines/workflows for four distinct asset types. - Your recommended stack for skip tracing, e-signature, and accounting integration, and why. - Your proposed fixed price and estimated timeline.