Executive Assistant

About The Role After 30+ years in tax and financial planning, I’m moving my business toward speaking, courses, a book, and training CPA firms. I need a GoHighLevel expert to run the back end so I can focus on the front end. This is not a “post whatever you want” role: I need someone organized who follows a system and asks good questions before acting.

What You’ll Do

• GoHighLevel: Build and maintain contacts, pipelines, tags, and custom fields; workflows and automations; websites, funnels, and forms; Communities (setup, onboarding, moderation); email and SMS campaigns (including A2P 10DLC); and AI agents for spam filtering and message triage.
• Contact management: For every new contact, add them to my phone contacts, connect on LinkedIn, follow on Instagram, and enter them in GHL with the right tags, source, and follow-up workflow.
• Social media: Create, schedule, and publish posts through GHL Social Planner; respond to comments, messages, and DMs on all channels using my response guide; repurpose podcast and speaking content; follow my brand guidelines.
• Podcast: Receive episodes from my producer, edit and caption them, create short clips, add required disclaimers, and publish to my website and YouTube with show notes and thumbnails.
• Sales & discovery calls: Make and take calls using my approved script; enroll callers in classes and courses; and screen callers. CPA firms ready to invest in training, and business owners with $50K+ in tax liability, get booked for a call with me. Everyone else is enrolled in classes or courses. Log every call in GHL and run follow-up sequences.
• Administrative: Schedule Zoom meetings, manage my calendar and time blocks, maintain spam filtering for email, messages, and voicemail, and send a weekly log of activity and anything needing my attention.

This role never gives tax or financial advice — in DMs or on calls. Those questions come to me. Required Tools GoHighLevel (advanced) CRM, workflows, websites/funnels, Communities, Social Planner, AI agents, calendars Canva Social graphics, carousels, thumbnails, podcast art VEED Podcast and video editing, captions CapCut Short-form clips for Reels, Shorts, TikTok Loom SOP walkthroughs and updates Zoom Meeting scheduling, webinar and recording setup LinkedIn Connections, messaging, newsletter support Instagram / Meta Business Suite Posting, DMs, comments Microsoft 365 Outlook calendar, contacts, email Microsoft Planner Project and task tracking (successor to Microsoft Project)

Nice to have: Windsor.ai, YouTube Studio, podcast hosting platforms, ChatGPT or Claude for drafting, professional services experience. I’m also open to your recommendations on tools and platforms that would work better.

YOU’RE A FIT IF YOU

• Have 2+ years of hands-on GHL experience and can show workflows and sites you’ve built
• Have 1+ year of phone sales, appointment setting, or discovery-call experience
• Can follow a script without sounding scripted, and handle “I need to think about it” without being pushy
• Write clearly in a warm, direct, plain-spoken voice — and document everything you build

TO APPLY Send: (1) links or screenshots of 2–3 GHL builds; (2) a Loom under 5 minutes walking through one automation you built; (3) your answer to: “A new contact fills out my website form. Walk me through every automation step from that moment to their first booked call”; and (4) a 2-minute recording of you calling a business owner who downloaded my free guide — introduce yourself, ask two discovery questions, and invite them to a class.