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. Apply tot his job