Adebayo Tunde

Gohighlevel Strategy specialist for TAXNAV

Upwork • Freiberufler

Apr 2026 - May 2026 • 1 mo

I worked as a GoHighLevel strategy specialist for TAXNAV, helping to build and optimize a complete CRM and automation system focused on improving lead management, client communication, and business growth. The objective of this project was to create a streamlined system that helps TAXNAV capture, organize, and nurture leads more efficiently while reducing manual workload through automation. I analyzed the business workflow and implemented strategic GoHighLevel solutions tailored to their tax and financial service operations. Using GoHighLevel CRM, I set up customized pipelines, lead tracking systems, automated email and SMS follow-up workflows, appointment scheduling, and client onboarding automations. This ensured that every prospect and client was properly managed throughout the sales and service process without missed follow-ups. I also helped optimize the customer journey by improving workflow automation, communication sequences, and conversion processes to increase engagement and drive more revenue opportunities for the business. The entire system was designed to support scalability, improve operational efficiency, and create a more organized client management experience. This project delivers more than just CRM setup — it provides a strategic automation framework built to help TAXNAV improve productivity, client retention, and long-term business growth using GoHighLevel.