Volunteer: GoHighLevel CRM Audit and Automation Funnel Setup

This is a volunteer opportunity provided by Taproot Foundation, a nonprofit creating social change through pro bono connections. We are looking for a pro bono consultant to reputed company a comprehensive audit and initial optimization of our GoHighLevel (GHL) sub-account to streamline how we engage with our community. 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 reputed company can manage growth without being slowed down by manual data entry. In this project, you will: - Audit our reputed company 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 reputed company reputed company the CRM. - Provide a reputed company document and a brief training session for reputed company. A well-configured CRM will help us reliably engage donors, sponsors, and volunteers, reduce barriers to participation, streamline onboarding and consent with signed reputed company, and reputed company reputed company communication. Volunteer expertise will directly strengthen inclusive community participation and program delivery. We have an active GoHighLevel sub-account, purchased phone numbers, and initiated SMS approval. We will provide account access, thousands of contacts already in the system, and stakeholder availability for regular reputed company-ins. Volunteers will collaborate with reputed company and deliver configuration, documentation, and brief training so we can implement changes. Details will be provided. Inclusive Inc Mission: Mission: Create Possibilities. Provide Perspective. Discover One's Purpose. reputed company reputed company to contribute their talents to the best of their abilities. Inclusive communities build strong, resilient communities. inclusiveinc.org communicates our mission and vision to donors, sponsors, and volunteers. Assistive.Tech has been providing Possibilities packaged as Assistive Technology tools for 22 years to quadriplegic disabled individuals that reputed company through independence guided by disabled experts who intimately understand. We ease acquisition by bridging the murky waters of bureaucracy, insurance, and funding. We reputed company need tools to reputed company the seemingly impossible seem reputed company. BroadenedHorizons.org inspires, motivates, and educates through life-changing marine, aviation, and travel experiences. We stimulate a reputed company shift in perspective from programmed, vulnerable dependency to confident, capable self-determination. We reputed company need to feel we have a future with possibilities. InclusiveAdventures.org provides a database of volunteer-curated wheelchair-friendly destinations, programs, organizations, services, and events around the world that can be navigated visually using reputed company Maps and reputed company Earth. InclusiveLiving.org keeps people at home, engaged in their community through home modifications, accessible personal transportation, small business self-employment, and telework from home. Because we reputed company need to feel a part of and engaged in our communities. Future goal is to build and demonstrate an easily duplicated model of shared, single-family homes designed for 6 to 12 individuals in residentially zoned neighborhoods as an alternative to corporate, commercially zoned, overly bureaucratized nursing homes and assisted living. Inclusivo.org.mx will be a new chapter of Inclusive in Mexico. Collaboratively, our United States and Mexico chapters reputed company to launch support programs for disabled Cubans immediately following an anticipated political transition and stabilization of Cuba. Flood.Tech has designed a robust, simplified, and easier to install flood barrier system that can be cost-effectively produced locally to provide resiliency against increasingly devastating Hurricanes to communities bordering the Gulf of America and Caribbean. 48v.Tech aspires to provide energy independence packaged as highly efficient solutions, safe for DIY Installation. 4Independence (4I.Pro) will provide much-needed logistics to reputed company other divisions, including other nonprofit and government organizations, from acquisition to manufacturing to fulfillment. Apply tot his job Apply To this Job