Charlotte

Senior GoHighLevel CRM Consultant

extreme automation • Freelance

Mar 2026 - Present • 5 mos

Managed end to end GoHighLevel implementations for marketing agencies, coaches, consultants, healthcare providers, and local service businesses. Gathered business requirements and translated them into fully functional CRM systems that improved lead management, customer communication, and sales processes. Configured complete GoHighLevel accounts including pipelines, opportunity stages, calendars, forms, surveys, websites, landing pages, membership areas, conversation inboxes, and reporting dashboards to match each client's workflow. Developed advanced automation using workflows, triggers, if else conditions, wait steps, goals, internal notifications, and custom values to automate lead nurturing, appointment reminders, client onboarding, follow up campaigns, invoice reminders, review requests, and customer reactivation. Created reusable snapshots for different industries, allowing faster deployment while maintaining consistent account structure and automation across multiple client projects. Integrated GoHighLevel with Stripe, Twilio, Mailgun, Zapier, Make, Google Workspace, Facebook Lead Ads, Google Ads, Calendly, Zoom, QuickBooks, Slack, and webhook based applications to connect sales, marketing, and customer support into one centralized system. Configured LC Phone, LC Email, Conversation AI, SaaS Mode, custom domains, DNS records, payment gateways, and white label branding for agency accounts. Designed responsive websites, landing pages, and high converting sales funnels with custom sections, forms, surveys, countdown timers, order forms, upsells, and thank you pages that aligned with each client's brand identity. Performed CRM audits, corrected broken automations, improved workflow performance, organized contact databases, and implemented reporting solutions that gave business owners better visibility into lead sources, sales performance, and campaign results.

GoHighLevel Automation Engineer

HighLevel • Freelance

Feb 2026 - Present • 6 mos

Served as a GoHighLevel Automation Engineer, helping digital agencies and growing businesses implement CRM solutions that improved sales processes, customer communication, and operational efficiency. Designed and deployed complete GoHighLevel systems tailored to each client's business model, including opportunity pipelines, smart lists, custom fields, calendars, forms, surveys, websites, landing pages, memberships, reporting dashboards, and multi user account structures. Worked with agency owners and project managers to understand business goals and translate them into practical CRM solutions that increased productivity and reduced administrative workload. Developed complex workflow automations to manage the entire customer lifecycle, from lead capture and qualification to appointment booking, onboarding, follow up, customer retention, and long term engagement. Configured workflow triggers, conditional logic, goals, wait steps, task assignments, opportunity movement, internal notifications, and automated messaging through email, SMS, voicemail, and AI conversations. Built industry specific snapshots for coaches, healthcare providers, real estate professionals, legal firms, and home service businesses, allowing agencies to deploy standardized CRM systems more efficiently. Integrated GoHighLevel with Twilio, Mailgun, Stripe, Zapier, Make, Google Workspace, Google Calendar, Outlook, Calendly, Zoom, Facebook Lead Ads, Google Ads, Slack, ClickUp, and webhook based applications to automate communication, payment processing, scheduling, and lead synchronization across multiple platforms. Configured LC Phone, LC Email, SaaS Mode, custom domains, DNS records, SMTP services, A2P registration, white label branding, API connections, and reputation management features while identifying and resolving technical issues affecting platform performance.

GoHighLevel Solutions Engineer

Gordon Services • Freelance

Feb 2026 - Present • 6 mos

Worked with marketing agencies and service based businesses to design, implement, and maintain GoHighLevel CRM solutions that improved sales operations, customer engagement, and business automation. Configured complete GoHighLevel accounts, including pipelines, opportunity stages, calendars, websites, landing pages, forms, surveys, memberships, client portals, conversation inboxes, reporting dashboards, and user permissions. Collaborated with clients to understand their business processes and translated operational requirements into reliable CRM solutions that simplified lead management and daily business activities. Developed advanced automation workflows using triggers, goals, conditional logic, custom values, wait steps, internal notifications, task creation, and opportunity management. Built automated sequences for lead capture, appointment scheduling, customer onboarding, sales follow up, review generation, abandoned opportunities, invoice reminders, customer retention, and reactivation campaigns through email, SMS, voicemail, and AI powered conversations. Created reusable snapshots for agencies to accelerate new client onboarding while maintaining consistent CRM standards across multiple accounts. Integrated GoHighLevel with Twilio, Mailgun, Stripe, Zapier, Make, Google Workspace, Google Calendar, Facebook Lead Ads, Google Ads, Calendly, Zoom, Slack, QuickBooks, Shopify, and webhook based applications to automate communication, payments, reporting, and customer data synchronization. Configured LC Phone, LC Email, SaaS Mode, white label branding, custom domains, DNS records, A2P registration, payment gateways, and API connections while resolving technical issues and improving platform stability. Worked alongside customer success teams, developers, designers, and project managers to deliver CRM implementations on schedule while maintaining detailed documentation and quality assurance standards.