Project Description I am a Registered Investment Advisor working with federal employees. I am NOT looking for someone to build this for me behind the scenes. I need an expert who can coach me step-by-step while we build my client automation system together via screen share. The goal is for me to fully understand and control my workflow. What We Are Building We will build a complete client workflow system using: GoHighLevel (CRM) Calendly (Scheduling) RightCapital (Client Portal + Document Vault) Zapier or n8n (Automation) What I Need From You You will: Guide me step-by-step via screen share Explain what we are doing and why Help me build workflows live (not done-for-you) Answer questions in real time Keep things simple and structured System We Will Build Together Scheduling Workflow Calendly booking → GoHighLevel contact + pipeline + confirmation + instructions Document Collection Workflow Automated reminders for document uploads before meetings Pipeline Tracking Stages like: Scheduled → Docs Requested → Docs Received → Ready Notifications Alert me when documents are uploaded Post-Meeting Workflow Follow-up + next steps automation Requirements Strong experience with GoHighLevel workflows Experience with Calendly integrations Experience with Zapier or n8n Must be able to TEACH, not just build Must speak clear English Must be able to screen share Important Do NOT apply if: You only do done-for-you work You cannot explain what you are doing You rush through setup without teaching Deliverables I understand how the system works I can edit and manage workflows myself We build a clean, working system together To Apply Answer these: Have you coached someone live through building workflows before? Would you use Zapier or n8n for THIS setup and why? How would you structure the first session with me? Budget Hourly preferred Ongoing sessions possible if a good fit