GlassHive Setup Specialist - Rebuild Existing Kartra Setup in GlassHive

GlassHive Setup Specialist - Rebuild Existing Kartra Setup in GlassHive We’re looking for an experienced GlassHive implementation specialist to support an eight-week project for an Australian managed IT services business. The client currently uses Kartra for its marketing activity. We are moving that existing setup into GlassHive and connecting it with ConnectWise. I will lead the project and work directly with the client to confirm what should be retained, changed or improved. Your role is to complete the hands-on GlassHive setup, migration, integration and testing. The project The client has existing contacts, segments, email templates, landing pages and nurture sequences in Kartra. We need someone who can: Review the existing Kartra setup. Understand how the current journeys and automations work. Rebuild the agreed setup in GlassHive. Migrate the relevant data and assets. Connect GlassHive with ConnectWise. Test everything before launch. This is primarily an implementation project—not a request to create an entirely new marketing strategy. Where the existing setup needs to change, I will work through those decisions with the client and provide you with clear direction. Key responsibilities Review the existing Kartra setup Review existing contacts, lists and segments. Document current nurture sequences and automation triggers. Review existing email templates. Identify active landing pages and forms. Confirm what is currently being used. Flag any duplication, outdated content or technical issues. Set up GlassHive Configure the client’s GlassHive account. Set up the agreed fields, lists and segments. Rebuild the approved email templates. Rebuild the current nurture sequences. Recreate the agreed forms and landing-page connections. Configure lead scoring and qualification rules. Set up social scheduling. Set up reporting dashboards. The existing nurture activity covers three service streams: Cyber Security Enterprise Connectivity Unified Communications Connect GlassHive and ConnectWise Connect GlassHive with ConnectWise. Map relevant contact and company fields. Map lead and opportunity stages. Configure agreed sales follow-up triggers. Confirm marketing leads and activity are visible to the sales team. Identify and resolve data-sync issues. Migrate from Kartra Migrate the agreed contacts and segments. Transfer approved templates and assets. Rebuild agreed automations in GlassHive. Preserve relevant consent, status and source information. Support database clean-up where required. Validate migrated records against the original Kartra data. Test and launch Test emails, forms, automations and triggers. Test the GlassHive and ConnectWise connection. Confirm lead scoring and segmentation are working. Test reporting dashboards. Identify and fix issues before launch. Document the final setup. Provide technical support during go-live. How we’ll work I will: Lead the project. Work directly with the client. Confirm what stays, changes or is removed. Provide priorities and approved content. Coordinate access to Kartra, GlassHive, ConnectWise and the website. Manage client updates, decisions and approvals. You will: Review and document the current Kartra setup. Complete the hands-on GlassHive build. Rebuild the approved Kartra activity in GlassHive. Configure and test the ConnectWise integration. Complete the agreed data migration. Document technical decisions and the final setup. Flag missing access, risks or scope issues early. Provide clear progress updates. You will generally work through me rather than managing the client directly. Timing and availability The project is planned over eight weeks. We expect approximately 25–35 hours of technical implementation work, subject to the complexity and quality of the current Kartra setup. The work will not be evenly spread across each week. Some overlap with Melbourne business hours is required for project check-ins, access and testing. There may be further GlassHive and CRM implementation work available if this project goes well. What we’re looking for You must have: Direct, hands-on GlassHive implementation experience. Experience connecting GlassHive with ConnectWise. Experience rebuilding marketing automations and nurture sequences. Experience migrating contacts and marketing assets between platforms. Strong knowledge of segmentation, lead scoring and CRM data. Strong testing and troubleshooting skills. Clear written communication. The ability to follow an agreed implementation plan and work independently. Experience with Kartra and managed IT service providers would be highly regarded. Please do not apply if your experience is limited to general HubSpot, HighLevel or Mailchimp projects. Direct GlassHive experience is essential. Deliverables By the end of the project, we expect to have: The current Kartra setup reviewed and documented. Agreed contacts and segments migrated into GlassHive. Approved email templates rebuilt in GlassHive. Existing nurture sequences rebuilt across the three service streams. Relevant forms and landing pages connected. GlassHive connected to ConnectWise. Agreed lead scoring and sales triggers working. Social scheduling configured. Reporting dashboards active. All integrations and automations tested. The final setup documented. A stable system ready for the client team to use. When applying Please include: A short summary of your direct GlassHive experience. An example of a GlassHive and ConnectWise integration you have completed. Your experience reviewing and rebuilding an existing marketing automation setup. Any direct experience migrating from Kartra. Any experience working with managed IT service providers. Your availability over the next eight weeks. Your hourly rate. The Australian hours you can overlap with. Any immediate questions or risks you see in the scope. Please begin your application with “GlassHive + ConnectWise” so we know you have read the full brief.