Project Type: Fixed-price Tools: GoHighLevel, Make.com, Telegram, Excel/Google Sheets, OpenAI Status: Seeking Phase 1 quote first, with optional phased full-project quote later ## Overview I’m a non-technical founder building an internal field execution and opportunity management system for my business. The purpose of this system is to turn field prospecting interactions into a structured, prioritized working system so I can clearly see: - who I met - what happened - what the next action is - what follow-ups or promises are due - which opportunities matter most right now I already have an existing temporary bridge capture system that collects field notes through Telegram into a staging layer. Phase 1 of the long-term system should build on top of that bridge, not replace it. ## What I Need in Phase 1 Phase 1 should deliver a working internal system where: 1. field interactions captured through the existing bridge flow into GoHighLevel as structured records 2. GoHighLevel stores the lead/business data in a usable CRM structure 3. records are organized into a prioritized opportunity view 4. follow-ups and promises are tracked with clear due/overdue visibility 5. each record shows a basic next-step recommendation 6. core workflow automation happens reliably between the existing bridge and GHL 7. the system is documented clearly so it can be maintained or extended later ## Current Stack / Assumptions - GoHighLevel workflows are available in my current sub-account - Make.com should be treated as the primary automation glue layer for cross-platform work - GHL should be used where native internal workflows make sense - GHL API / advanced features are not fully confirmed, so any API-dependent feature must be flagged before building - the current bridge system is the temporary input layer, not the long-term system - I want a UI-based, maintainable build, not something that leaves me dependent on custom code ## What Phase 1 Should Probably Include At a high level, I expect Phase 1 to include: - custom fields / data structure in GHL - CRM/pipeline setup in GHL - Make.com automation from bridge staging data into GHL - internal GHL workflows for prioritization, follow-up logic, and task/visibility support - basic next-action guidance - error handling / flagging for incomplete data - confirmation or reliability checks where appropriate - clear handoff and documentation ## Proposal Request Please reply with: 1. your rough fixed-price estimate for Phase 1 2. your rough timeline for Phase 1 3. whether you think GHL + Make.com is the right implementation approach for this scope 4. one example of similar work using GHL, Make.com, CRM automation, or workflow systems 5. whether you prefer to quote: - just Phase 1 - or Phase 1 plus a phased full-project estimate ## Important Notes - I am not looking for a full rebuild from scratch unless clearly justified - I want to start with Phase 1 only - I may request a full detailed phased quote later - I care a lot about: - clarity - reliability - documentation - clean handoff - avoiding lock-in If your background is a strong fit, I can share the full technical brief for detailed quoting.