Automation and onboarding specialist for home service SAAS

Remote Full-time
We are launching a GoHighLevel-powered SaaS platform targeting home service professionals (plumbers, landscapers, HVAC, cleaners, etc.). We are looking for an experienced automation specialist to set up a complete onboarding workflow for new users and provide ready-to-use tutorials so clients can start using the platform immediately. Your responsibilities will include: • Set up automated welcome emails and SMS sequences for new client sign-ups. • Create step-by-step onboarding workflows within HighLevel, including sub-account creation, template assignments, and setup guidance. • Create or source tutorial materials (videos or PDFs) for onboarding new clients. Grey-labeled or white-labeled content is acceptable, as long as it can be branded for our SaaS. Tutorials should clearly guide users through setting up campaigns, using templates, and leveraging all key automation features. • Integrate automated task reminders and follow-ups to guide users through the platform. • Provide documentation or brief tutorials for our internal team on how the automation works. Requirements / Skills: • Extensive experience with GoHighLevel, including workflows, triggers, campaigns, and sub-accounts. • Strong understanding of email and SMS automation best practices. • Experience creating SaaS onboarding flows for small businesses. • Ability to design intuitive, easy-to-follow onboarding processes. • Experience with home service SaaS or CRMs is a plus. • Strong attention to detail and ability to deliver fully functional, ready-to-use systems. Deliverables: • Fully automated onboarding workflow for new clients. • Branded tutorial materials (videos/PDFs) covering all key features and processes. • Documentation of the automation for internal reference. Project Type: • Short-term contract to implement the system for launch, with potential ongoing support or updates. How to Apply: 1. Provide examples of previous GoHighLevel automation projects, preferably with onboarding workflows. 2. Explain your approach to creating or sourcing tutorial materials for new users. 3. Include an estimated timeline for project completion. 4. Briefly outline your experience with home service SaaS or similar CRMs (optional but preferred). Apply tot his job
Apply Now →

Similar Jobs

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote

USPS Office Helper

Remote

Online Market Research Panelist: Flexible Part-Time Income

Remote

Experienced Customer Support Specialist – Email, Chat, and Phone Representative (Nights and Weekends) for a Leading Live Events Company

Remote

Operations Analyst (USA, Remote)

Remote

**Experienced Junior Data Entry Clerk – Remote Part-Time Opportunity at arenaflex**

Remote

[Remote] Bilingual Account Executive SMB - Workleap

Remote

Telephone Triage RN - Hospice, PRN

Remote

Marketing Associate, HCP & Product Management

Remote

Willow Inpatient (Inventory) Analyst II

Remote

[Remote] Business Development Representative

Remote

AVP, Legal Marketing

Remote
← Back