Second Mile Solutions (SMS) is building a Sales-as-a-Service platform for home-services contractors (starting with luxury backyard contractors). We will use GoHighLevel as our CRM foundation and need an expert to: Configure our Agency account Build a complete Contractor Sub-Account Template Create pipelines, forms, automations, and dashboards based on our defined 3-role sales process This project requires expert-level GoHighLevel setup, SaaS setup, automation architecture, template creation, and integration with JobTread software. What We Need Built 1. Agency + Sub-Account Structure -Set up SMS as the Agency account -Build a Contractor Template sub-account that we can clone for each new contractor -Ensure future updates are easy to maintain 2. Sales Pipelines -Create a sales pipeline that funnels all sub-account pipelines into the agency pipeline -Each stage should have the ability to trigger appropriate notifications, tasks, or automations. 3. Role-Based Workflows We have three roles in our team sales approach: -Guide (first contact + qualification) -Site Specialist (onsite visit + notes) -Design Specialist (design + proposal creation) We need to build automations so each role receives the right tasks and notifications at the right time. 4. Forms Needed -Lead Intake Form -Homeowner Design Preferences Questionnaire -Site Visit Form (internal use only) All forms should map cleanly to custom fields for automation and reporting. 5. Automations Needed Automated sequences for: -New lead → Guide -Qualified → Site Visit scheduling -Site Visit complete → Design Specialist workflow -Design ready → Guide -Proposal follow-up sequences Internal notifications are critical for workflow handoffs. 6. Email/SMS Templates Create basic starter templates for Inquiry confirmation, appointment reminders, lead nurturing campaigns, etc. We will refine the messaging; you set up the framework. 7. Reporting & Dashboards -Contractor-level dashboards (leads, conversions, pipeline metrics) -SMS-level dashboard (compare performance across contractors) 8. JobTread Integration JobTread is a contractor based project management software. It is the platform in which proposals and contracts are created and e-signed and will need to integrate with our CRM. Please provide a brief outline of how you would approach this build along with an estimated cost and timeline. Thank you