🔧 FPA Go High Level Setup – Task Requirements

📌 Overview

Florida Professionals Association (FPA) is a statewide membership-based organization helping Florida business owners connect, grow, and access essential tools and opportunities. In addition to offering a powerful business network, we provide digital marketing services such as website development and SEO.

We are seeking a Go High Level (GHL) expert or team to build and manage our CRM infrastructure—focused on converting leads into paying members, nurturing relationships, and scaling our outreach and engagement.

Potential for Long-Term Work: For the right person or team, this role will evolve into an ongoing partnership helping us scale, support client services, and eventually white-label GHL for other businesses in Florida.

🎯 Core Goals

• Streamline lead capture from Facebook groups, Zoom, and website forms
• Automate follow-ups and member onboarding
• Re-engage inactive members
• Track performance through reporting dashboards
• Lay the groundwork to offer GHL as a service to clients

🔄 Lead Sources

• Google Sheets – Manually updated with leads from Facebook groups
• Zoom Registrations – Weekly event attendees with email and phone
• Website Forms – (Coming soon) Member applications and contact forms

🧰 Task Breakdown

✅ 1. Platform Setup

• Configure Go High Level under go.floridaprofessionals.com
• Integrate Mailgun (SPF, DKIM, DMARC)
• Set up default email sender and SMS provider (e.g. Twilio)

✅ 2. CRM Pipeline Buildout

• Lead Pipeline – FB leads
• Zoom Pipeline – Warm leads
• Member Pipeline – New, active, onboarding, and inactive states
• Include automations and trigger-based transitions

✅ 3. Contact Organization

• Tagging by source, interest, engagement
• Create smart lists and lead scoring (optional)

✅ 4. Automation & Campaigns

• FB Lead Nurture: 5–7 step email/SMS sequence
• Zoom Follow-Up: Automated post-event outreach
• New Member Onboarding: Welcome + instructions
• Inactive Member Win-Back: Personalized engagement

✅ 5. Forms & Surveys

• Create embedded and standalone forms for intake and feedback
• Map to workflows and tagging logic

✅ 6. Email/SMS Marketing

• Design branded email templates
• Automate campaigns and A/B test messaging
• Track opens, clicks, and conversions

✅ 7. Reporting Dashboards

• Track lead source performance
• Conversion metrics from lead to member
• Email/SMS engagement stats

✅ 8. Team Roles & Access

• Define Admin, Marketing, and Sales roles
• Assign permissions accordingly

✅ 9. SOPs & Handover

• Provide clear documentation for internal use
• Create Loom videos explaining key processes

📈 Future Scope

• Prepare GHL campaigns to be duplicated for clients
• Assist with SOPs and assets for white-labeled GHL services

🔍 Ideal Candidate

• Expert in GHL automations, pipelines, tagging, and reporting
• Familiar with Mailgun, Twilio, Zoom, and Google Sheets automation
• Agency or CRM consulting background is a bonus

🕒 Timeline

• Initial Setup: 2–3 weeks
• Ongoing: Part-time support and optimization

If you’re excited by the idea of building a system that supports thousands of Florida-based business owners and evolves into a scalable client service — we’d love to hear from you. Please reply with your hourly or project rate, include your website and any references you may have to be considered.