GoHighLevel Automation Specialist Needed (Segmentation, Nurture Flows, Zapier Integration)
We are a small, appointment-based wellness business seeking an experienced GoHighLevel automation specialist to build our client nurturing, segmentation, and follow-up systems.
We already use an external scheduling/CRM platform (not GoHighLevel). We will continue using our current scheduler for all bookings and payments. GoHighLevel will be used exclusively for marketing automation, segmentation, nurturing flows, and reactivation sequences.
This is a well-defined, medium-scope project involving Zapier integrations, tagging/segmentation architecture, nurture flows, retargeting audience sync, and documentation.
Project Requirements
1. Integrate External CRM → Zapier → GoHighLevel
Sync client information and visit activity
Trigger workflows based on services used and membership status
Apply tags based on behavior/usage
Maintain real-time accuracy of data
(We will share API/webhook details after hiring.)
2. Build Dynamic Segmentation (“Client Buckets”)
We collect key client information through multiple external intake forms (Gravity Forms on our website). These submissions must be merged with the contact records created via our scheduler’s API sync, using Zapier to match on email/phone.
Form responses should populate custom fields in GoHighLevel and apply appropriate tags, which will then drive our segmentation architecture.
Segments include:
Used certain services within a timeframe
Used one service but not another
Visited but never tried our core service
Members vs non-members
Clients with unused credits
Dormant clients (21/45/60/90/180 days)
All segments must update automatically without manual intervention.
3. Build Email + SMS Nurture Sequences (Hybrid)
We will provide content direction and some draft messaging. You may refine or add copy as needed.
Flows include:
New lead → booking encouragement
Post-visit follow-ups
Educational sequences
Upsell/cross-sell journeys
Membership nurturing
Multi-step client care sequences
4. Build Credit / Benefit Reminder Logic
Automation to notify clients about unused credits or included monthly benefits.
5. Build Reactivation (Win-Back) Automations
Our external CRM already handles short-term reminders.
We want GoHighLevel to manage longer-term nurturing at:
21 days
45 days
60 days
90 days
180 days
Messaging should be value-based and educational rather than repetitive reminders.
6. Sync GoHighLevel → Google Sheets → Google Ads & Meta Ads
Build real-time custom audiences
Organize email/SMS + ad sequences for lead and client funnels
Use segments (e.g., dormant users, specific service types, new leads) for retargeting
We may also migrate our email and SMS communication into GoHighLevel in later phases (replacing Mailchimp and OpenPhone). This is NOT part of the initial project scope, but we value someone who can advise on best practices.
7. Documentation & Training
Required for completion:
Clear naming conventions
Workflow map
Loom walkthrough videos
Instructions for editing and adding future sequences
Ideal Freelancer
Extensive GoHighLevel experience
Strong Zapier + API/webhook skills
Comfortable building segmentation/tagging systems
Experience with automated client journeys
Understands appointment-based businesses
Strong communication skills
Able to work independently
Provides clear documentation
Willing to sign a simple NDA
About Us
We are a small, growing wellness business focused on providing a high-quality client experience. We value clear communication, organized workflows, and long-term scalability of the systems we build.
We look forward to working with someone who is detail-oriented, reliable, and experienced with GoHighLevel at an advanced level.
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