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Project Overview We are building Phase 1 of the Probate Growth Operating System, a standardized infrastructure system for small probate law firms. This build will be completed inside a sandbox GoHighLevel sub-account and must be clean, modular, and fully cloneable for deployment to multiple clients. The objective is simplicity, clarity, and stability, not complexity. This is Version 1.0, focused on the foundational modules and two high-impact, low-effort add-ons. ⸻ Platform System must be built in: GoHighLevel Experience with pipelines, workflows, tags, forms, and snapshot-ready architecture is required. ⸻ Phase 1 Scope – Core Modules + Add-Ons 1️⃣ Intake Infrastructure • Create one pipeline: “Probate Cases” • Pipeline stages: New Lead → Consult Scheduled → Retained → Closed → Lost • Build linear intake form (Name, Phone, Email, Case Description) • Missed call text-back automation • Instant response workflow (SMS + email) • Automatically create opportunity in pipeline under New Lead ⸻ 2️⃣ Conversion & Follow-Up Engine Purpose: Turn leads into retained clients by ensuring consistent follow-up. Components: 1. Consultation Reminders – Automatically remind clients of scheduled consultations via SMS and email to reduce no-shows. 2. Follow-Up for Unretained Leads – If a lead doesn’t book or attend a consultation, follow up automatically for 7–14 days. 3. Document Reminder Workflow – Remind clients to submit any required paperwork to avoid delays. 4. Status-Change Automation Triggers – Workflows fire automatically when opportunities move through pipeline stages (New Lead → Consult Scheduled → Retained → Closed). Implementation Notes: • Trigger → stage change or lead state • Actions → send SMS/email or apply tags • Keep workflows linear and simple • Goal → consistent follow-up, higher retained cases, better organization ⸻ 3️⃣ Authority & Referral Engine • Trigger when opportunity stage = Closed • 3-message review request sequence • Tag for review tracking: “Review Requested” • Internal notification to staff/attorney ⸻ 4️⃣ Add-On: Appointment Confirmation Workflow • Trigger → when opportunity moves to Consult Scheduled • Actions → send 1 SMS and 1 email reminder • Optional → include calendar link for rescheduling • Linear workflow, easy to test and clone ⸻ 5️⃣ Add-On: Internal Notifications • Trigger → when a new opportunity is created • Actions → send SMS or email to attorney or staff alerting them of the new lead • Simple one-step workflow ⸻ Structural Requirements • Clean, consistent naming conventions • Minimal but necessary custom fields • Organized and logical tag usage • Modular structure for future Phase 2 modules • Avoid unnecessary features or overengineering Example Workflow Naming: PGOS – Missed Call Response PGOS – New Lead Intake PGOS – Consultation Reminder PGOS – Unretained Follow-Up PGOS – Review Request PGOS – Lead Source Tagging PGOS – Appointment Confirmation PGOS – Internal Notification ⸻ Documentation Requirements Full documentation is required: 1. System Overview – Architecture of pipelines, workflows, tags, forms 2. Workflow Documentation – Trigger conditions and actions for each workflow 3. Custom Fields & Tags Reference – Purpose and usage 4. Pipeline Explanation – How opportunities move through stages 5. Loom Walkthrough – End-to-end demonstration of the system (intake → follow-up → review request) Documentation must allow someone unfamiliar with the system to understand and operate it easily. ⸻ Deliverables • Fully built system in GoHighLevel sandbox • Clean and organized workflows, pipelines, tags, and custom fields • Phase 1 core modules + Appointment Confirmation and Internal Notifications add-ons • Complete documentation • Loom walkthrough showing the system in action ⸻ Ideal Freelancer • Strong experience with GoHighLevel • Understands CRM architecture and automation • Can build systems cleanly, efficiently, and cloneably • Prioritizes simplicity and organization over complexity
ID do Projeto: 40276781
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48 freelancers estão ofertando em média $153 USD for esse trabalho

Hello, I am excited about the opportunity to contribute to the development of the Probate Growth Operating System. With a focus on creating a standardized infrastructure, I can help ensure that your project is organized and efficient from the start. My experience in project management and technical writing will facilitate clear documentation and streamlined communication throughout the development process. I understand the importance of delivering a robust CRM system tailored to your needs, as well as implementing automation features that enhance user experience and operational efficiency. My commitment to quality and attention to detail will ensure that each phase of the project meets your expectations and aligns with your vision. Looking forward to discussing how I can bring value to your project. Regards, Nurul Hasan
$200 USD em 7 dias
7,0
7,0

Hi I can build Phase 1 of the Probate Growth Operating System inside your GoHighLevel sandbox with a clean modular structure designed for easy cloning across multiple client accounts. My focus will be simplicity reliability and clear automation logic so the system is stable and easy for law firms to operate without unnecessary complexity. I will implement the Probate Cases pipeline with the defined stages along with the intake form missed call text back automation and instant response workflow that creates opportunities automatically. The follow up engine will include consultation reminders unretained lead nurturing document reminders and stage based automation triggers. I will also build the review request workflow appointment confirmation automation and internal lead notifications using consistent tags and naming conventions. Everything will be structured to remain snapshot ready and scalable for Phase 2 modules. You will receive complete documentation covering workflows pipelines tags custom fields and a walkthrough showing the full process from intake to review request. Best, Justin
$140 USD em 7 dias
6,0
6,0

Hello, I can build Phase 1 of your Probate Growth Operating System in a GoHighLevel sandbox, delivering clean, modular, and fully cloneable pipelines, workflows, tags, and forms. This includes the Probate Cases pipeline, intake forms with instant responses, consultation reminders, follow-up for unretained leads, document reminders, review-request sequences, appointment confirmations, and internal notifications. All workflows will use consistent naming, minimal custom fields, and logical tag structures. Complete documentation and a Loom walkthrough will provide end-to-end guidance for future users. Do you want workflows like missed call responses or unretained follow-ups customized per lead source or uniform across all leads? Should review-request sequences link to external platforms for client feedback, or remain internal only? Thanks, Asif
$250 USD em 3 dias
5,8
5,8

Hello, I have carefully reviewed your requirements for Phase 1 of the Probate Growth Operating System. With 10+ years of experience in CRM architecture, automation workflows, and SaaS system development, I can deliver a clean, modular, and fully cloneable GoHighLevel system tailored for probate law firms. The system will include: Intake Infrastructure – Pipeline “Probate Cases” with stages, intake form, missed call SMS automation, and instant response workflows. Conversion & Follow-Up Engine – Consultation reminders, unretained lead follow-ups, document reminders, and automated stage-change triggers. Authority & Referral Engine – Three-message review request sequence with tagging and internal notifications. Add-Ons – Appointment confirmation workflow and internal notifications, built simply and modularly. Structural Integrity – Consistent naming conventions, minimal custom fields, organized tags, and a modular layout ready for Phase 2. Documentation – Full written docs covering system architecture, workflow triggers/actions, custom fields, pipeline stages, and a Loom walkthrough of the system end-to-end. I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CONFIGURATION, WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO FULL DEPLOYMENT, CLONEABLE WORKFLOWS, AND DOCUMENTATION. I eagerly await your positive response. Thanks.
$140 USD em 7 dias
5,9
5,9

⭐⭐⭐⭐⭐ Build a Simple and Efficient Probate Growth Operating System ❇️ Hi My Friend, Hope you are doing well. I reviewed your project details and see you are looking for a system builder for the Probate Growth Operating System. You don't need to search any further; Zohaib is here to assist you! My team has successfully completed over 50 similar projects focused on CRM systems. I will create clean, modular workflows and pipelines in GoHighLevel, ensuring everything is easy to clone for multiple clients. ➡️ Why Me? I can easily build your Probate Growth Operating System as I have 5 years of experience in CRM automation, specializing in GoHighLevel, pipelines, and workflows. My expertise includes managing tags and forms, ensuring everything is organized and effective. I prioritize simplicity and clarity in my work. ➡️ Let's have a quick chat to discuss your project in detail and I can show you samples of my previous work. Looking forward to connecting! ➡️ Skills & Experience: ✅ GoHighLevel ✅ CRM Automation ✅ Workflow Design ✅ Pipeline Management ✅ Tagging Systems ✅ Form Creation ✅ Documentation ✅ Client Communication ✅ System Architecture ✅ Follow-Up Automation ✅ Data Organization ✅ Email/SMS Integration Waiting for your response! Best Regards, Zohaib
$150 USD em 2 dias
5,6
5,6

Hi there, As a seasoned freelance engineer with a deep understanding of CRM architecture and automation, specializing in project management and software development, I am excited about the opportunity to work on Phase 1 of the Probate Growth Operating System. My experience with GoHighLevel and expertise in building clean and modular systems align perfectly with the objectives of this project. ✅ In Phase 1, I will: ✅ Develop a streamlined Intake Infrastructure with a linear intake form and automated workflows for missed call text-back, instant responses, and opportunity creation. ✅ Implement a Conversion & Follow-Up Engine with consultation reminders, follow-up sequences, document reminders, and status-change automation triggers. ✅ Create an Authority & Referral Engine for review requests and internal notifications upon closure. ✅ Incorporate an Appointment Confirmation Workflow and Internal Notifications as high-impact add-ons. ✅ Ensure a clean, organized structure with logical tag usage and minimal custom fields for scalability. I look forward to working with you. Best Regards. Brayan
$200 USD em 3 dias
5,3
5,3

Building a snapshot-ready Probate Growth Operating System in GoHighLevel requires someone who understands both the platform's architecture and the operational realities of small law firms—I bring both. I've built modular, cloneable GHL sub-accounts with pipeline automation, intake workflows, missed-call text-back sequences, and multi-step follow-up engines designed to convert leads into retained clients without manual babysitting. For your Phase 1, I'll construct the Probate Cases pipeline with all five stages, wire up the linear intake form to auto-create opportunities, and build out your consultation reminder, unretained lead follow-up, and document reminder workflows as clean, tag-driven automations ready for snapshot deployment. Every workflow, tag, and trigger will be documented so your team can clone and customize across client accounts with zero guesswork. I'm available to start immediately and treat this as the foundation it is—stable, simple, and built to scale.
$30 USD em 1 dia
4,5
4,5

Hello! As per your project post, you’re looking to build Phase 1 of the Probate Growth Operating System inside a sandbox GoHighLevel sub account, creating a clean, modular, and cloneable infrastructure for small probate law firms. The goal is to implement a simple, stable Version 1.0 system that standardizes lead intake, consultation conversion, and post case review generation while maintaining a snapshot ready architecture for easy deployment to multiple firms. My focus will be on delivering a structured GoHighLevel system featuring the Probate Cases pipeline, linear intake forms, missed call text back automation, instant response workflows, consultation reminders, unretained lead follow up sequences, and document reminder automations. The system will include stage based triggers, review request sequences when cases close, appointment confirmation workflows, and internal notifications for new opportunities. I specialize in building scalable GoHighLevel automation systems with structured pipelines, workflow automation, and snapshot ready architecture. The system will be designed with clean modular components so additional modules in Phase 2 can be integrated easily, while maintaining clear tagging logic. Let’s connect to map the pipeline architecture, workflow triggers, and documentation structure so we can build a clean, cloneable Probate Growth Operating System foundation. Best regards, Nikita Gupta.
$300 USD em 28 dias
4,4
4,4

Hi there, ★★★ GoHighLevel Expert ★★★ 8+ Years Experience ★★★ I will build the Probate Growth Operating System in GoHighLevel. I will create the necessary pipelines, workflows, and forms to ensure a smooth intake process for leads. I will focus on making the system clean and modular so it can be easily cloned for other clients. My approach will ensure that all automation triggers are set up correctly for reminders and follow-ups. Deliverables: - Fully built system in GoHighLevel sandbox - Clean and organized workflows, pipelines, tags, and custom fields - Core modules and add-ons as specified - Complete documentation for easy understanding - Loom walkthrough showing the system in action What specific features do you want to prioritize in the documentation? Regards, - Burhan Ahmad
$840 USD em 14 dias
4,1
4,1

With over a decade of experience in the field of software development, I can build your Probate Growth Operating System on GoHighLevel with an assurance of structural cleanliness and consistency. My proficiency in several programming languages, including Python, C, and C++, makes me adept at handling the complex logic that comes with building clean modular systems. My comprehensive understanding of CRM architecture and automation combined with my past experience in creating similar pipelines, workflows, tags and forms in GoHighLevel will be invaluable for this project. You can expect a system built with simplicity, clarity, and stability; avoiding unnecessary complexities or feature-overloading. Furthermore, one of my key skillsets is providing thorough documentation that can help someone unfamiliar with the system operate it easily. From "System Overview" to "Loom Walkthrough", I will leave no stones unturned to ensure your team can efficiently utilize the system post-deployment as well. As an AWS-certified Professional Solution Architect, I excel in designing and deploying scalable serverless solutions which will be beneficial when we discuss possible modular extensions for Phase 2.
$150 USD em 3 dias
3,3
3,3

Hi, As per my understanding: You want Phase 1 of the Probate Growth Operating System built inside a GoHighLevel sandbox sub-account. The system should provide a clean, modular, and snapshot-ready infrastructure that small probate law firms can clone easily. Core modules include a probate intake pipeline, automated lead response, consultation reminders, follow-up sequences for unretained leads, document reminders, and stage-triggered automations. Additional workflows include review requests, appointment confirmations, and internal notifications. The system must use clear naming conventions, structured tags and custom fields, and include full documentation plus a Loom walkthrough. Implementation approach: I will build the “Probate Cases” pipeline with defined stages and connect it to a structured intake form that automatically creates opportunities. Then I’ll configure linear workflows for missed-call response, new lead intake, consultation reminders, and 7–14 day follow-ups for unretained leads. Stage-based triggers will manage status changes, document reminders, and review request sequences. I will also implement appointment confirmation and internal notification workflows. The architecture will follow clean naming standards, minimal custom fields, and organized tags so the system remains modular and snapshot-ready. Finally, I will deliver structured documentation and a Loom walkthrough demonstrating the full workflow.
$98 USD em 5 dias
3,5
3,5

Hi there, I’m excited about the opportunity to develop Phase 1 of the Probate Growth Operating System. With extensive experience in GoHighLevel and a focus on clean, modular design, I can ensure that each component of the system is built for simplicity and stability. My expertise in creating efficient CRM architectures will allow me to develop the required pipelines, workflows, and automation tasks effectively. I understand the importance of straightforward user interactions and will ensure that all features, from the intake infrastructure to the follow-up engine, are intuitive and easy to manage. I can complete this project within 10 days, ensuring all systems are thorough and well-documented, including a Loom walkthrough for easy onboarding. I’m keen to discuss how I can tailor my approach to effectively meet your needs. What specific features or aspects would you like to prioritize in development first? Best regards, Dejan
$30 USD em 4 dias
2,8
2,8

Hello, I have thoroughly analyzed your project requirements and identified that my core competencies in Technical Writing, Automation, Project Management, Software Development, CRM and Documentation align precisely with your technical specifications. With a decade of specialized experience in this domain, I bring proven expertise in implementing industry-standard methodologies and delivering production-ready solutions. My approach involves: - Technical Assessment: Comprehensive evaluation of project scope, technical constraints, and deliverable requirements - Strategic Planning: Development of detailed implementation roadmap with milestone tracking - Quality Assurance: Rigorous testing protocols and quality control measures throughout the development lifecycle - Timely Delivery: Proven track record of meeting deadlines while maintaining exceptional quality standards I am particularly adept at handling complex technical challenges and implementing scalable solutions that exceed client expectations. My methodology emphasizes precision, efficiency, and adherence to best practices in Technical Writing, Automation, Project Management, Software Development, CRM and Documentation. I would welcome the opportunity to discuss your project's specific technical requirements, timeline expectations, and success metrics in greater detail. Please feel free to schedule a consultation at your convenience. Thank you for considering my proposal. I look forward to the possibility of collaborating
$120 USD em 3 dias
2,5
2,5

Building a clean, cloneable GoHighLevel foundation for probate firms is exactly the kind of structured CRM work I enjoy. You’re not asking for flashy automation—you want a stable Phase 1 system: one clear pipeline, linear intake and follow-up workflows, stage-based triggers, plus simple add-ons that are easy to replicate across clients. I’ve built snapshot-ready GHL systems with disciplined naming, minimal fields, and modular workflows designed for scaling. I’d start by mapping triggers and tags before building, to keep everything predictable and clone-safe. Will this snapshot eventually support multiple attorneys per sub-account, or one firm per deployment?
$300 USD em 7 dias
2,0
2,0

⭐Hi, ☕ Let's talk over a cup of coffee. ☕ I have 8+ years of experience in CRM, Automation. My expertise aligns perfectly with your project requirements for developing the Probate Growth Operating System in GoHighLevel. I have a proven track record of building clean, modular systems that are easily deployable and scalable. With a focus on simplicity, clarity, and stability, I am confident in my ability to deliver the core modules and add-ons outlined in Phase 1. I understand the importance of consistent follow-up and client engagement, and I am well-equipped to implement the required workflows and automation triggers effectively. With my expertise, I can confidently deliver this within your timeline and beyond your quality expectations. All the Best, ~yevhenii
$140 USD em 7 dias
0,4
0,4

Hello, Will the system require multi-region setup for deployment to ensure scalability and redundancy? Are there any specific security requirements that need to be implemented within the system architecture? I take full ownership of the execution process, ensuring stable and production-grade delivery. Communication will be direct and efficient throughout the project. Let’s align on the details and move forward. Best regards, Vasyl
$140 USD em 7 dias
0,0
0,0

Hello, I’ve gone through your project details regarding the Probate Growth Operating System, and this is something I can definitely help you with. I have 10+ years of experience in mobile and web app development, especially with CRM platforms like GoHighLevel. My focus is on clean architecture, scalable code, and fostering clear communication to ensure we meet your goals smoothly. For Phase 1, I’ll create the intake infrastructure, conversion & follow-up engine, authority & referral engine, as well as the required add-ons. My goal is to keep the workflows simple, robust, and easily cloneable for future expansions. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more details to ensure the best approach. Could you clarify: 1. Would you like any specific performance metrics to track during the implementation? Let’s discuss over chat! Would you like any specific performance metrics to track during the implementation? Regards, Arpit Jaiswal
$155 USD em 25 dias
0,0
0,0

Drawing from my solid seven years of experience as a Mobile Developer, my proficiency in React Native and Flutter make me a prime candidate for your Probate Growth Operating System project. My reputation as an expert in CRM architecture and automation allows me to design clean, organized, and efficient systems - a crucial need for your project's simplicity and modularity goals. Throughout my career, I have consistently shown aptitude for thorough documentation. This skill will be useful not only in providing full documentation for the system but also for your need to operate it seamlessly even with no prior knowledge. My extensive experience navigating agile sprints would come in handy when mapping out your system's workflows and pipelines, ensuring well-executed trigger conditions, and actions. Finally, employing my penchant for consistent communication, milestone-based delivery, as well as post-launch support, rest assured that you will receive regular updates on project progress. Exemplified in the successes of my previous projects such as driving user engagement and revenue growth for numerous start-ups and enterprises, I am eager and capable of bringing the Probate Growth Operating System to life for your company.
$155 USD em 1 dia
0,0
0,0

Hello, As an experienced Python automation developer, I can bring to the table unrivaled proficiency in building robust systems tailored to GoHighLevel's architecture, such as your Probate Growth Operating System. With over 7 years automating tasks, I have an impressive track record of helping businesses like yours streamline and optimize their operations. From saving annual costs of over $10k to reclaiming 15+ hours on a weekly basis, my custom automation solutions are designed with efficiency and savings in mind. Furthermore, my expertise extends beyond clean and efficient system development. Based on this project's scope, documentation is vital in ensuring seamless handover and easy use by your team. I appreciate the need for simplicity and clarity from Version 1.0 to subsequent Phases. My documentation is always comprehensive yet easy-to-understand - a characteristic that would be greatly beneficial according to your project description. With automation workflows being the backbone of your project, you need someone well-versed in the tools like pipelines, workflows, tags, forms and snapshot-ready architecture. My familiarity with projects like this has placed me in numerous similar scenarios where I have always displayed not only skill but a deep understanding of CRM architecture and automation Thanks!
$155 USD em 1 dia
0,0
0,0

Hi there, probate growth is all about clean, repeatable pipelines and cloneable workflows. I’ll fix your Phase 1 in GoHighLevel with a modular, stable foundation that’s easy to deploy to multiple firms. I’ve spent the last 4 years solving exactly this type of problem, delivering a definitive Intake Infrastructure, a Conversion & Follow-Up Engine, and an Authority & Referral Engine with two high-impact add-ons. I will implement: PGOS - New Lead Intake and the rest of the pipeline with clear stages; linear, trigger-based automation for reminders, document requests, and status changes; a 3-message review sequence on Closed opportunities; Appointment Confirmation and Internal Notifications add-ons for quick testing and cloning. The architecture will emphasize consistent naming, minimal custom fields, organized tags, and a scalable structure for Phase 2. You’ll get complete documentation (system overview, workflow details, field/tag references, pipeline movement, Loom walkthrough) and a Loom demo of intake through review.
$100 USD em 1 dia
0,0
0,0

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