Job Overview

Our client is looking for a Client Intake & Outreach Specialist (GoHighLevel) to serve as the initial point of contact for prospective clients and professional referral partners. In this remote, part-time role, you will conduct introductory calls to explain available counselling services, coordinate next steps, and maintain clean pipeline records in GoHighLevel. Working closely with the Marketing Lead, you will also execute targeted email and SMS outreach campaigns and monitor engagement metrics. This position offers a direct opportunity to connect individuals with essential mental health support while supporting sustainable practice growth.

Schedule

Monday - Friday, 9:00 AM - 11:00 AM, 2:00 PM - 4:00 PM EST (20 work hours per week)

Responsibilities

• Conduct introductory calls with potential clients, inbound leads, and referral partners to understand needs, explain available services using approved information, and coordinate appropriate next steps.
• Manage CRM records, tags, contact details, call notes, follow-up tasks, and pipeline stages accurately within GoHighLevel.
• Coordinate and execute targeted email and SMS campaigns, handling audience segmentation, scheduling, and structured follow-ups with the Marketing Lead.
• Run A/B tests on email and SMS subject lines, messaging copy, calls to action, and delivery times to optimize response and conversion rates.
• Research, source, and qualify leads by verifying contact details, eliminating duplicates, and filtering by profession, location, service interest, and referral potential.
• Execute proactive outreach and consistent follow-ups to establish professional relationships with prospective clients and referral sources.
• Manage and track the sales pipeline alongside the Marketing Lead to prioritize opportunities and advance qualified leads toward booked appointments or referral partnerships.
• Report on core performance metrics, including outreach activity, response rates, introductory calls, booked appointments, and pipeline velocity.
• Maintain professional, confidential communication standards, handling sensitive client details with care and routing clinical questions to the appropriate team members.

Requirements

• Proven experience in sales, lead generation, appointment setting, or a similar client-facing communication role.
• Exceptional spoken and written English, with confidence leading introductory phone calls and virtual meetings.
• Hands-on experience working with CRM systems, with a strong preference for GoHighLevel.
• Practical working knowledge of email and SMS campaigns, audience segmentation, and A/B testing methods.
• High degree of organization, strong attention to detail, and a dependable track record of follow-through.
• Ability to communicate with genuine empathy, emotional intelligence, and professionalism when discussing counselling services.
• Demonstrated comfort collaborating with marketing leadership to work toward agreed performance targets.

Qualifications

• Prior background in customer service or client support.
• Experience working in healthcare, mental health, counselling, or other service-based wellness environments.
• Experience building and managing professional referral networks and B2B partner outreach.

Why Join This Team

• Purpose-driven work: directly connect individuals to essential mental health and counselling support.
• Collaborate closely with the Marketing Lead, giving you direct visibility and input into outreach strategy.
• Master and expand your skills in CRM automation, pipeline management, and multi-channel campaigns using GoHighLevel.
• Clear benchmarks for success: drive measurable impact through timely follow-ups, pipeline accuracy, and growing referral relationships.
• Supportive, professional environment centered on trust, high standards, and empathetic communication.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.