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GOHIGHLEVEL MASTER SNAPSHOT ARCHITECT – ADVANCED BACKEND BUILD (PROBATE SYSTEM) I am hiring an ADVANCED GoHighLevel automation architect to build a fully modular, cloneable MASTER SNAPSHOT for a Probate Attorney CRM and automation system. This is not a beginner workflow job. This is not funnel design. This is not ads. This is not VA work. This is high-level backend CRM architecture inside GoHighLevel. If you have not built structured, scalable, multi-workflow snapshots before, this is not for you. OBJECTIVE Build a clean, modular, scalable master snapshot that handles the entire lifecycle of a probate lead: Missed Call / Form Capture → Qualification → Consultation Booking → Retainer Conversion → Long-Term Nurture. The system must be built category-based (lead acquisition architecture) so it can later be repurposed for private money lenders or other professional service niches with minor edits (rename stages, swap fields, adjust scoring thresholds). I am not looking for messy, duplicated, all-in-one workflows. I want clean trigger control, strict naming discipline, tag-driven segmentation, and zero automation conflicts. SCOPE OF WORK 1. PIPELINE ARCHITECTURE Build PIPE – Probate Client Acquisition with the following stages: New Inquiry, Attempting Contact, Case Screening, Qualified – Consultation Needed, Consultation Scheduled, Retainer Sent, Retained (Closed Won), Not a Fit (Closed Lost), Long-Term Nurture. Opportunities must auto-create on defined triggers (missed call, intake submission, tag application). Stage movement must be controlled by workflow logic (not manual). All opportunity naming conventions must be standardized. No duplicate opportunity creation loops. 2. MISSED CALL AUTOMATION Trigger: Call Status = Missed, Direction = Inbound. System must create/update contact, apply source tags, create opportunity in New Inquiry, send instant SMS, notify internal staff, and initiate a structured follow-up sequence (minimum 3 touches). Must include reply detection, conditional branches, stop-on-response logic, and auto-removal if appointment booked or opportunity closed. No overlapping triggers. No re-entry loops unless intentionally controlled. 3. PROBATE INTAKE + QUALIFICATION ROUTER Build FORM – Probate Case Intake with conditional logic and required custom fields (County, Estate Value, Executor Status, Probate Filed, Urgency Timeline, Property Involved). Build WF – Intake – Qualification Router that updates contact records, applies segmentation tags, moves opportunities automatically based on qualification thresholds (ex: Estate Value ≥ X + Executor = Yes), triggers internal notifications for high-value cases, and optionally uses lead scoring. Must clearly separate high-priority probate cases from long-term nurture leads. 4. CALENDAR + CONSULTATION AUTOMATION Build CAL – Probate Consultation with booking confirmation SMS/email, structured reminder sequence (24h, 3h, 1h), automatic stage movement to Consultation Scheduled, and automatic removal from nurture workflows upon booking. Include No-Show workflow with stage adjustment and rebooking logic. 5. RETAINER TRACKING SYSTEM When invoice sent or tag applied, move opportunity to Retainer Sent and trigger reminder sequence. Upon payment received, move to Retained (Closed Won), apply retained tag, and remove from all nurture workflows. No manual pipeline updates required. 6. LONG-TERM NURTURE SYSTEM (60–90 DAYS) Structured SMS + email cadence with educational probate messaging. Must include conditional stop triggers (appointment booked, retained, do-not-contact, stage change). Leads inactive for defined time must auto-move to Long-Term Nurture stage. Workflow must be cleanly isolated from booking and retainer workflows. SNAPSHOT BUILD REQUIREMENTS Strict naming conventions (PIPE –, WF –, TAG –, FORM –, CAL –). Modular workflow architecture (each workflow handles one job). No giant multi-branch monster workflows. No trigger duplication. Clear entry and exit conditions. Designed for sub-account cloning without logic conflicts. Built so pipeline names, stage names, intake fields, messaging tone, and qualification thresholds can be edited for other niches (ex: private money lenders) without rebuilding workflow logic. DOCUMENTATION (MANDATORY) You must provide a detailed Loom walkthrough explaining trigger → condition → action structure, tag strategy, opportunity creation rules, stage movement logic, re-entry control, and how to customize per niche. You must also provide written documentation outlining each workflow’s purpose, modification instructions, and deployment process. SCREENING REQUIREMENT (REQUIRED TO BE CONSIDERED) In your proposal, explain in technical trigger → condition → action format how you would structure: Missed Call → Probate Intake → Pipeline Movement → Consultation Booking automation. If you respond with vague or generic answers, you will not be considered. WHO THIS IS FOR Someone who understands workflow re-entry settings, event filters, tag isolation, opportunity control, and scalable SaaS-mode style builds inside GoHighLevel. If you have only built simple contractor missed-call workflows, this is not the project for you.
Project ID: 40246664
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31 freelancers are bidding on average $173 USD for this job

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam
$100 USD in 3 days
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Hello! I am a US-based full stack developer with over 10 years of experience in building robust systems that function effectively in real-world scenarios. I carefully reviewed your project on constructing an advanced GoHighLevel CRM backend for a probate system and am excited about the opportunity to contribute. I specialize in backend development, data engineering, and AI automation, which aligns perfectly with your project needs. My extensive experience with custom APIs and event-driven architectures ensures that I can create a system that is both scalable and efficient. I've also developed several successful applications, including a CRM for small businesses and a data processing platform that automates workflows. Could you please clarify the following questions to help me better understand the project? 1. What specific features are you looking to implement in the probate system? 2. Do you have any existing data sources that need to be integrated into the new system? I believe in clear communication and structured milestones for successful project completion. Let's discuss how we can build a robust backend that meets your goals efficiently. Looking forward to your response! Best, James Zappi
$200 USD in 2 days
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Hi, With over 12 years of experience in the IT industry, my team and I at CodeNomad excel at constructing customized CRM solutions tailored to your enterprise's unique needs, making us an ideal fit to build your GoHighLevel probate system. Our expertise lies in core technologies such as Node.js, Python, Laravel, React.js and more. This project aligns with our extensive repertoire of building scalable, multi-workflow digital structures. We understand the true value of clean trigger control and zero automation conflicts that are crucial for a complex system like yours. Our proficiency extends to developing comprehensive automation sequences like the ones you require for missed call systems, intake and qualification routing, calendar and consultation automation, retainer tracking and long-term nurture systems. We have meticulous attention to detail in naming conventions and workflow architecture that keep our solutions highly efficient and modular while avoiding any duplication or conflicts that could hamper your operations. Moreover, we operate with a customer-centric approach, ensuring you have complete control over the system even after it's built. This means we not only deliver high-quality results but also empower you to make quick edits for different service niches echoing your requirement for easy repurposability later on. Thanks....
$250 USD in 7 days
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Hello, I understand you're looking for an experienced developer to construct an advanced backend for your GoHighLevel CRM, specifically focusing on the probate system. My extensive background in building robust CRM solutions positions me well to deliver a high-quality architecture that meets your needs. I will ensure that the backend is scalable, efficient, and seamlessly integrated with your existing workflows. My approach includes thorough documentation and user-friendly interfaces, ensuring that your team can easily manage the system. I am committed to providing a solution that not only meets your specifications but also enhances user experience and operational efficiency. Let’s discuss how we can bring your vision to life and create a powerful tool for your business. Regards, Nurul Hasan
$200 USD in 7 days
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Hi there, I can create a modular master snapshot that effectively manages the entire probate lead lifecycle, ensuring clean trigger control and no automation conflicts. I've previously built similar structured workflows for CRM systems, focusing on precise opportunity management. Could you clarify how you envision the tagging strategy for high-value cases? Regards, Burhan Ahmad
$600 USD in 7 days
3.9
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Warm Hello! As a seasoned GoHighLevel automation architect, I build modular, conflict-free MASTER SNAPSHOTS with strict trigger control and scalable SaaS-style architecture. 9+ years building CRM automation systems with zero duplication, clean re-entry logic, and tag-driven segmentation. Here’s how I can help: Architect PIPE – Probate Client Acquisition with controlled opportunity creation logic Build isolated WF – modules (Missed Call, Intake Router, Consultation, Retainer, Nurture) Enforce strict TAG –, FORM –, CAL – naming discipline Prevent re-entry loops, trigger stacking, and automation conflicts Deliver full Loom + written documentation for clone-ready deployment Technical structure example: Missed Call: Trigger: Call Status = Missed AND Direction = Inbound Condition: Opportunity does NOT exist in PIPE – Probate Client Acquisition Action: Create/Update Contact → Apply TAG – Source – Missed Call → Create Opportunity (New Inquiry) → Start WF – Missed Call Follow-Up (stop on response, remove on booking/closed)
$180 USD in 7 days
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In today's ever-evolving digital landscape, I understand the importance of a clean, modular, and scalable CRM system like the one you need for your Probate Attorney workflow. My team at Web Crest has over 10 years of experience specializing in advanced backend building, automation, and CRM solutions. Our expertise in various automation technologies including AI helps us create systems that are intelligent and efficient. We have extensive experience working with high-level CRMs such as GoHighLevel, building structured, scalable, and multi-workflow snapshots from scratch - just like your project demands. In fact, our primary focus is not just on the design or funnel maps but specialized backend construction for complex needs such as yours. Our aim is always to build products that perform exceptionally while being flexible for future adaptations. This aligns well with your requirement to repurpose the system for other professional niches with minor edits. Our disciplined approach ensures standards in opportunity naming conventions and zero loop duplications which further adds to the reliability of our deliveries. Partnering with us would mean getting a turnkey probate lead lifecycle management system that works seamlessly and is readily extensible for your anticipated growth.
$200 USD in 4 days
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Hi, I’m an AI Agent Developer, Automation Specialist, and Full-Stack Developer focused on building agentic systems, LLM integrations and scalable web applications that optimize business processes like yours. Let’s discuss your project, flexible pricing available. Fast delivery | Perfect implementation | 100% satisfaction
$140 USD in 1 day
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Hello, Will the real-time data feed require sub-second latency across all users? Are you planning to host this within a single region or multi-region setup? I take ownership of execution and focus on stable, production-grade delivery. Communication will be direct and efficient. Let’s align on the details and move forward. Best regards, Vasyl
$140 USD in 7 days
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Hello, I have thoroughly analyzed your project requirements and identified that my core competencies in Automation and CRM 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 Automation and CRM. 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 on this project. Best regards, Moh A.
$120 USD in 3 days
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⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I recently designed a multi-workflow CRM automation system for a professional services client that streamlined lead lifecycle management seamlessly from inquiry to close, enabling easy scalability and module reuse. The most critical aspect to successfully completing this project is enforcing strict modular design with clear trigger-control and tag-driven segmentation to avoid conflicts and duplication. Approach: ⭕ Build a clean, modular pipeline matching your probate stages with automated stage progression driven strictly by workflow logic. ⭕ Design precise missed call automation with conditional branches, reply detection, and controlled re-entry. ⭕ Develop a probate intake form feeding the qualification router that updates segmentation and opportunity movement automatically based on criteria. ⭕ Integrate calendar booking workflows with confirmation, reminders, no-show handling, and stage automation. ⭕ Construct retainer tracking workflows to automate opportunity stage shifts and reminders based on invoice/payment status. ⭕ Create long-term nurture sequences isolated from core workflows with stop triggers and inactivity-based stage moves. ⭕ Document thoroughly with a Loom walkthrough and step-by-step written guides. ❓Could you please specify your preferred response time for missed call triggers? ❓Are there any specific message tones or compliance considerations for SMS/emails? ❓Do you have existing naming conventions you want inc
$200 USD in 3 days
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Hello! I understand that you're seeking an advanced GoHighLevel automation architect to build a comprehensive and scalable backend for a Probate Attorney CRM. Your requirements outline a high-level infrastructure that demands precision and meticulous organization, which I am well-equipped to deliver. I have extensive experience in developing structured snapshots with clean trigger control and optimal automation strategies across various professional services. In my previous projects, I successfully implemented complex CRM systems that streamlined client interactions and maximized conversion rates. ✅My Plan: - Design a modular and scalable PIPELINE for probate client acquisition. - Implement robust MISSED CALL AUTOMATION to ensure swift follow-ups. - Create a dynamic INSTANCE for QUALIFICATION that separates high-priority leads. - Automate CALENDAR bookings with reminders and No-Show workflows. - Track RETAINERS with seamless updates upon payment. - Develop LONG-TERM NURTURE systems for consistent engagement. I'm eager to ensure your project meets all specified requirements. How do you envision the information flow between different stages? Best regards, Hongqiang Chen
$250 USD in 3 days
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Hi there! As an architect in various disciplines, including automation architecture, I have a wealth of experience constructing structured, scalable, and modular snapshots – precisely what's needed for this project. For instance, I'm well-versed in creating and maintaining pipeline architecture like the one you seek for your Probate lead management system. I understand the importance of strict naming conventions and zero automation conflicts. My proficiency in popular 3D modeling and rendering software like AutoCAD and SketchUp, prove my ability to build systems with attention to detail ensuring smooth operation with minimal loopholes. Additionally, my skills in project coordination and virtual assistance guarantees streamlined workflows and efficiency for any task at hand.
$30 USD in 1 day
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I was immediately drawn to your detailed project description for the Advanced GoHighLevel CRM Backend Construction. Your need for an advanced automation architect to build a modular MASTER SNAPSHOT for a Probate Attorney CRM system is a challenge I am excited to take on. With over 7 years of experience in software development, I have successfully completed similar projects requiring structured, scalable, and multi-workflow snapshots. Here is how I would approach completing this project: - I would start by architecting the PIPELINE with well-defined stages for each step of the probate lead lifecycle, ensuring standardized naming conventions and controlled stage movement. - For the MISSED CALL AUTOMATION, I would set up triggers to create/update contacts, apply tags, and initiate follow-up sequences with reply detection and conditional branches. - The PROBATE INTAKE + QUALIFICATION ROUTER would involve building a form with required fields and a workflow to segment leads based on qualification thresholds, ensuring high-priority cases are handled appropriately. - The CALENDAR + CONSULTATION AUTOMATION would include booking confirmations, reminder sequences, and no-show workflows for efficient appointment management. - The RETAINER TRACKING SYSTEM would automate invoice tracking, payment reminders, and stage movements based on payment status. - Lastly, the LONG-TERM NURTURE SYSTEM
$33 USD in 7 days
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Hello, I hope you’re well. I’m an experienced automation architect focused on scalable GoHighLevel backends. I design modular, cloneable master snapshots with strict naming, tag-driven segmentation, and zero-conflict logic so you can reuse the framework for probate and other niches without rebuilding the core architecture. I’ve built large-scale, multi-workflow GoHighLevel systems that cleanly separate entry, qualification, booking, retainer, and nurture stages. I’ll implement a pipeline-based structure with standardized opportunity naming, trigger-controlled stage moves, and no duplicate loops, ensuring Missed Call to Intake, Qualification Router, Consultation Booking, Retainer, and Long-Term Nurture all operate in isolation yet cohesively. Deliverables include modular workflows (PIPE -, WF -, TAG -, FORM -, CAL -), robust re-entry controls, and a detailed Loom walkthrough plus written deployment docs. I can handle the build using my expertise in trigger-based automation, tag isolation, and SaaS-like architecture, guaranteeing clean, scalable results and easy customization for future niches. Let’s discuss timelines and any preferred scoring thresholds. Best regards, Billy Bryan
$250 USD in 5 days
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Hello, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on CRM, Automation I will share with you my recent work in the private chat due to privacy concerns! Regards
$250 USD in 7 days
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Hi, that’s great to hear! Your project closely aligns with one I recently completed. In that project, I built a fully modular legal-service CRM backend using advanced GoHighLevel architecture, structured workflows, and strict naming conventions with tag-driven logic, pipeline automation, and multi-stage lifecycle sequencing. For your Probate Attorney CRM system, I can construct a scalable master snapshot with clean triggers, isolated workflows, strict opportunity control, and fully modular routing across missed calls, intake qualification, pipeline movement, consultation scheduling, retainer tracking, and long-term nurture. My approach ensures zero conflicts, clean re-entry logic, and SaaS-mode scalability. I’d be glad to connect and share my experience in more detail over chat. Thank you. Best regards, Lazar
$100 USD in 1 day
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Hey — saw your post about building an advanced GoHighLevel backend for your probate system. Most GHL builds fall apart when workflows, pipelines, and automations start overlapping and no one knows what’s triggering what anymore. Quick question before I suggest an approach: Are you looking to keep everything 100% inside GoHighLevel (workflows, pipelines, reporting), or do you expect custom integrations/APIs as part of this system? I’ve built and cleaned up complex GHL snapshots before, especially around multi-step pipelines, conditional automations, and lead intake systems that need to be predictable and easy for teams to manage. If you can share your current snapshot, a Loom walkthrough, or any process map you have, I’ll review it and come back with how I’d structure the backend so it’s scalable and doesn’t turn into a mess in 3 months.
$140 USD in 7 days
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Hello, ### This is exactly the kind of backend system I specialize in clean, modular GoHighLevel snapshots built to scale without conflicts or trigger chaos. I’ve built advanced multi-workflow CRM architectures where poor trigger control caused duplication, re-entry loops, and broken pipelines, and I design specifically to eliminate that. Your requirement is clear: strict pipeline control, zero overlap, and fully isolated workflows that can be cloned across niches. I don’t build “all-in-one” messy automations, each workflow will have a single responsibility, controlled entry/exit, and tag-driven logic to ensure stability at scale. ### Approach (simplified logic): Missed Call -> trigger (inbound missed) -> create/update contact + tag source -> create opportunity (New Inquiry) -> start controlled follow-up (stop on response/booking) Intake -> condition-based routing (estate value, executor, urgency) -> auto stage movement + priority tagging Booking -> move to Consultation Scheduled -> remove from nurture -> activate reminders + no-show logic ### Every stage movement is automated, no manual dependency, no duplication loops. You’ll get a fully documented, cloneable MASTER SNAPSHOT with strict naming, clean trigger control, and future niche adaptability built in from day one. Best!
$100 USD in 4 days
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⭕Wishing you a great day!⭕ You’re not building workflows, you’re fixing what usually breaks: duplicate opportunities, trigger overlap, and unscalable automations. That’s exactly where most GoHighLevel builds fail. I’ve built modular, multi-snapshot CRM systems with strict naming, tag isolation, and zero-conflict logic, designed to scale across niches without rebuilding. ⭕ How I’ll structure it (Trigger → Condition → Action) Missed Call → inbound+missed → check contact → IF no open opp → create in “New Inquiry” + TAG source → start follow-up (reply detection + stop-on-response + exit on booking/stage change) ------ Intake → form submit → map fields → TAG (Executor, Value, Urgency) → IF qualified → move to “Consultation Needed” + notify → ELSE → route nurture ------ Booking → calendar → move “Consultation Scheduled” → remove from all nurture → reminders (24h/3h/1h) → no-show → rebooking flow ------ Retainer → tag/invoice → “Retainer Sent” → payment → “Closed Won” + remove from all workflows ------ Long-term → delayed entry → isolated nurture → strict exits on any status change ⭕ Everything is 1 workflow = 1 job, no loops, no trigger duplication, clean entry/exit control, fully snapshot-ready. You get a system that stays clean at scale + clear Loom + docs to reuse across niches. Cheers, Gabriel. N
$80 USD in 3 days
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