CRM
Relevant Skills
Published Date
Not the right fit for you? Sharing the opportunity with your network is a great form of advocacy!
GoHighLevel CRM Audit and Automation Funnel Setup
Reliable communication is the backbone of our work with donors, sponsors, and volunteers. Currently, we need expert help to stabilize our technical setup and build out our first automated workflows. Your work will ensure we don't miss important connections and that our team can manage growth without being slowed down by manual data entry.
In this project, you will:
- Audit our current GoHighLevel sub-account configuration.
- Troubleshoot and stabilize SMS/phone number routing and Gmail integrations.
- Build and test an automated workflow for a 'stage-one' funnel (targeting [donors, sponsors, or volunteers]).
- Establish a signed-document workflow for contracts within the CRM.
- Provide a handoff document and a brief training session for our team.
Inclusive Inc
Location
Wilmington, US-DE
Timezone
America/New_York
Website
https://inclusiveinc.orgMember Since
Nov 2021
Completed Taproot Plus Partnerships
1
Organization Mission
Program Focus Areas
See All
Opportunities
Project
Website development
Philanthropy & Capacity Building
The WildRoot Collective is seeking a web designer or developer to help us create a professional, user-friendly website that reflects our mission, programs, and community...
Posted
The WildRoot Collection
Project
Messaging
Education
We are searching for a volunteer who can lead our development of a new and improved mission and vision statement that will communicate our purpose and vision to a variety of...
Posted August 21, 2025
Heart-to-Heart
Project
Other
Community Development
As Girls in Gear continues to grow nationwide, we would like help establishing a corporate sponsorship strategy. Our goal is to obtain corporate sponsorships to support the...
Posted July 22, 2025
Girls in Gear