GoHighLevel Funnel and Website Developer for Physician-Focused Investment Platform

## Project Type **Fixed-price project:** $2,500 **Potential performance bonus:** $1,000 **Total potential compensation:** $3,500 **Target build timeline:** 6–8 weeks **Post-launch optimization period:** 90 days ## Project Overview We are building a physician-focused private-investment relationship and qualification platform. The platform will: * Educate prospective investors * Capture investor-interest profiles * Track original traffic and referral sources * Nurture prospects through email automation * Schedule investor-relations meetings * Organize leads in GoHighLevel * Route appropriate prospects toward secure, offering-specific processes This is **not** a public investment transaction engine. The freelancer will build the website, CRM, funnel, automation, analytics, and investor-facing materials. The freelancer will not provide investment advice, recommend securities, negotiate investment terms, handle investor funds, or act as an investment salesperson. We are open to an experienced individual freelancer or a small, coordinated team. --- ## Milestone 1 — Foundation, Branding and Funnel Architecture **Payment: $500** Deliverables: * Final written Phase 1 scope * Website sitemap * Investor-funnel map * One primary real-estate investor pathway * Basic wordmark and visual identity * Color and typography system * Desktop and mobile wireframes * GoHighLevel pipeline plan * CRM custom-field plan * Source-attribution and UTM plan * Final implementation schedule The milestone is complete after the architecture, brand direction, wireframes, and CRM plan are approved. --- ## Milestone 2 — Investor Materials and Final Website Design **Payment: $500** Deliverables: * One-page investor overview * Concise investor presentation * Investor FAQ * Organized investor-recording resource page * Reusable investor-update email template * Final website copy * Final responsive website design * Editable source files and final PDF exports All investment-related facts, claims, and disclosures must remain editable and subject to client and securities-counsel approval. --- ## Milestone 3 — Responsive Website MVP **Payment: $750** Required pages: * Home * Real Estate * Our Approach / About * Investor Resources * Join the Investor Network * FAQ and Disclosures * Thank-You and Confirmation Pages * One source-specific referral landing path Technical requirements: * Responsive desktop, tablet, and mobile design * Domain connection * Basic on-page SEO * Investor-profile integration * Basic website analytics * UTM and original-source tracking * Appropriate risk disclosures * Functional staging environment * No confidential offering documents stored publicly * No public “Invest Now” transaction functionality The milestone is complete when the staging website works correctly across mobile and desktop and all agreed forms, pages, links, and calls to action are functional. --- ## Milestone 4 — GoHighLevel, Automation, Launch and Handoff **Payment: $750** ### GoHighLevel Setup * Investor CRM pipeline * Multi-step investor-interest profile * Custom contact fields * Lifecycle stages * Original-source and UTM attribution * Calendar integration * Internal notifications * Follow-up tasks * Consent records ### Automation * Welcome and educational nurture sequence * Incomplete-profile reminder * Profile-completion acknowledgment * Meeting confirmation * Meeting reminders * Missed-meeting follow-up * High-intent lead notification * Internal follow-up task * Unsubscribe and suppression handling ### Launch and Handoff * Website and mobile testing * Form and CRM testing * Automation testing * Email-delivery testing * Source-attribution testing * Production launch * Full client administrator access * CRM-field map * Pipeline map * Automation diagram * Editable source files * Recorded administrator walkthrough * Thirty days of post-launch bug correction The milestone is complete when the website is live, the core funnel works from beginning to end, no critical technical issues remain, and all accounts, files, and documentation have been handed over. --- # Potential $1,000 Performance Bonus The selected freelancer may earn an additional **fixed $1,000 performance bonus**. This is not a commission, percentage of investments, or percentage of capital raised. ## Proposed Performance Trigger Subject to securities-counsel approval, the fixed bonus will be earned when: 1. Twenty genuine new investor conversions attributable to the completed funnel occur during the six-month performance period. 2. The freelancer completes the full 90-day active optimization and support period. 3. Source attribution is documented in GoHighLevel. 4. The website, CRM, forms, and core automations remain functional. 5. At least three meaningful funnel improvements are implemented after launch. Investment size does not affect the bonus, and the bonus does not increase beyond $1,000. ## Alternative Performance Trigger If securities counsel advises against connecting the bonus to completed investments, the fixed $1,000 bonus will instead be based on all of the following: * 30 legitimate completed investor profiles * 10 qualified prospects attending investor-relations meetings * At least 25% profile-to-attended-meeting conversion * Completion of the 90-day active optimization period * At least three meaningful funnel improvements * Accurate and functioning source attribution --- # 90-Day Active Optimization Requirements The bonus is not earned merely because the website remains online. During the first 90 days after launch, the freelancer must: * Review funnel performance at least every two weeks * Monitor website forms and GoHighLevel automations * Monitor source attribution * Review profile completion * Review meeting-booking conversion * Identify important drop-off points * Correct technical and routing problems * Provide one brief performance update each month * Implement at least three agreed improvements based on actual data Possible improvements include: * Simplifying the investor profile * Improving mobile completion * Improving calls to action * Revising email timing or sequencing * Improving meeting booking * Correcting attribution problems * Improving CRM routing * Improving internal notifications * Refining pipeline stages * Fixing automation errors Major redesigns, additional websites, new offering funnels, and unrelated features are outside the 90-day optimization scope. --- # Compliance and Data Boundaries The website and GoHighLevel may collect normal relationship-management information such as: * Contact information * Professional background * Location * Investment interests * Prior private-investment experience * General allocation range * Expected timing * Communication preferences * Initial self-reported eligibility category * Consent and source information The public website and CRM must not collect or store: * Social Security numbers * Tax returns * Government identification * Bank information * Detailed accreditation evidence * Subscription agreements * Funding instructions * Confidential investor documents Those functions will eventually be handled through a separate secure investor platform. The freelancer will not: * Recommend any investment * Advise prospects regarding suitability * Negotiate investment terms * Discuss the merits of a specific security as a salesperson * Verify accreditation * Handle investor funds * Handle subscription documents * Promise returns or tax savings * Independently solicit investors --- # Outside the Phase 1 Scope The following are not included: * Custom secure investor portal * Accreditation-verification system * Subscription-document workflow * Electronic signatures * Banking or funding workflows * K-1 or distribution management * Paid advertising * Daily social-media management * Investor sales calls * Separate funnels for additional investment categories * Legal or securities-compliance advice * Ongoing monthly management beyond the agreed support period Third-party subscriptions, hosting, domain fees, email/SMS usage, premium integrations, and legal fees will be paid separately by the client after approval. --- # Ownership Requirements The client must receive: * Full administrator access * Ownership of the website and CRM configuration * Editable branding and design files * Editable investor materials * Website copy * Forms and workflows * Email sequences * Analytics configuration * Documentation * Credential and account-ownership record All primary accounts must be created under client-controlled ownership. An NDA will be required before confidential investment information is shared. --- # Ideal Candidate You should have demonstrated experience with: * GoHighLevel CRM * Complex pipelines and workflows * Responsive website development * Multi-step forms * Email nurture automation * Calendar and meeting workflows * UTM and source attribution * Funnel conversion optimization * Analytics and reporting * Clean documentation and client handoff Experience with financial services, private investments, real estate, physician audiences, or regulated industries is strongly preferred. You must be comfortable working within legal and compliance boundaries and revising regulated content based on counsel feedback. --- # How to Apply Please answer the following in your proposal: 1. Share two relevant website or GoHighLevel funnel projects from your Upwork portfolio. 2. Describe the most complex GoHighLevel pipeline and automation system you have built. 3. Explain how you would preserve original source and UTM attribution from landing page through CRM. 4. State whether you will personally complete the design, development, copy, and automation or use a team. 5. Recommend the website platform you would use and explain why. 6. Describe how you would manage the 90-day optimization period. 7. Confirm that you can complete the guaranteed scope for the fixed $2,500 milestone budget. 8. Confirm your estimated timeline and earliest availability. 9. Confirm that you understand the freelancer’s role is technical and marketing-operational—not securities solicitation or investment advice. Generic proposals that do not address these questions will not be considered.