Project Title: Build Phase 1 of a Field Sales Opportunity Management System

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. Budget: USD 750–1500 Skills: PHP, Project Management, Software Architecture, CRM, MySQL, HTML, API, Automation, Make.com, GoHighLevel